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US Unlimited PTO

  • Serve as the primary relationship owner for 60-75 clients, providing strategic financial and tax-aware guidance.
  • Translate financial data into actionable insights to drive business performance and client success.
  • Manage a high-touch client experience with proactive communication and cross-team coordination.

QuickBooks Financial Analysis Client Relationship Management Strategic Advisory

20 jobs similar to Advisor, Client Accounting & Advisory Services

Jobs ranked by similarity.

US Unlimited PTO

  • Interact closely with clients to provide tax planning, consulting, and compliance services.
  • Lead and manage a team of tax professionals, providing guidance and mentorship.
  • Develop and implement tax strategies to optimize the company's tax position.

Aprio is a Top 20 CPA and advisory firm that provides tax planning, consulting, and compliance services for fast-growing industries. The firm has over 3,200 team members across 40 US and international offices, fostering a collaborative and growth-oriented culture.

$120,000–$180,000/yr
US

  • Maintain strong client relationships, ensuring quality control standards.
  • Lead and mentor the tax team, including a senior tax manager and 3 accountants.
  • Prepare personal and corporate tax planning, returns, and projections.

Revel CPA helps creative individuals and organizations navigate business and taxes, ensuring compliance and maximizing opportunities. The company is a small, collaborative team that values professional development, responsibility, and fun.

US

  • Provide exceptional accounting and operational service to clients while building great relationships.
  • Manage day-to-day client relationships, execute accounts payable/receivable, bookkeeping, monthly closes, and financial reporting.
  • Embrace coaching and collaborate with your team to ensure clients are delighted with our services.

We empower business owners by taking bookkeeping and operational support functions off their plates, delivering outsourced transactional and full-cycle accounting services. Since 2004, we have grown to over 100 offices nationwide with a network of over 800 employees, fostering a collaborative culture focused on work-life balance.

US

  • Serve as the firm's primary technical tax resource, reviewing 450–550 returns annually and managing 1–2 Tax Managers.
  • Maintain strong client relationships, sign off on returns with full authority, and collaborate on process improvements.
  • Work remotely with a trust-based culture offering flexibility, competitive PTO, and a clear path to partnership.

Agresta, Storms & O’Leary, PC is a full-service CPA firm providing assurance, tax, business consulting, and entrepreneurial accounting services to diverse clients. With approximately 40 professionals across Indiana, the firm was founded in 2009 by partners with backgrounds in national and regional firms, united by a goal of combining superior professionals and technology.

Global

  • Oversee accounting operations for multiple clients as the primary point of contact.
  • Direct and review the analyst team's work across A/P, A/R, payroll, and reconciliations.
  • Proactively identify opportunities for automation and process improvement using a technology-first mindset.

Decimal is a franchise network of operator-owned accounting firms that provides technology, processes, and infrastructure for independent accountants. They are a company full of passionate people driven in various disciplines.

US Unlimited PTO

  • Serve as the financial leader for a portfolio of approximately 30 client businesses, providing strategic guidance and actionable insights.
  • Analyze financial data, create forecasts, budgets, and cash flow strategies to improve profitability and growth.
  • Build trusted relationships with business owners and collaborate with internal team members to deliver exceptional client experience.

How To MANAGE a Small Law Firm is a leading provider of Fractional C-Suite services for solo and small law firms. It has been an Inc. 5000 Fastest-Growing Company every year since 2013, with a culture of ownership, accountability, and results.

Canada

  • Provide tax compliance and consulting to privately held companies and high net worth individuals.
  • Oversee complex tax research projects for a variety of clients and diverse industries.
  • Supervise tax professionals and manage day-to-day delivery of tax consulting services.

BPM is a public accounting firm that provides tax compliance and consulting services to privately held companies and high net worth individuals. The company fosters a caring and entrepreneurial culture where colleagues are valued and supported.

US 5w PTO

  • Use detail-orientation to record and classify financial account activity.
  • Handle reconciliations, reporting, AP, AR, and payroll processing duties.
  • Onboard new clients and communicate directly with family members, vendors, and advisors.

Breakwater Accounting + Advisory helps nonprofits and small businesses understand their numbers, improve operations, and grow with confidence. It is a woman-led, technology-forward firm recognized as a Top Workplace by the Delaware News Journal and named to the Inc. 5000 list.

US

  • Leverage your accounting expertise to advise accounting firms on digital strategies using the Xero platform, driving their efficiency and growth.
  • Build deep, trusted relationships with key decision-makers, acting as a strategic partner for their digital transformation journey.
  • Work autonomously within your territory, with strong earning potential and career progression in a dynamic tech company.

Xero is a global cloud accounting software platform that empowers small businesses and their advisors. The company is a rapidly growing tech leader at the forefront of digital transformation in the accounting industry, valuing expertise and relationship-building.

US

  • Prepare individual and business tax returns and advise clients through video calls.
  • Manage the full client experience from document collection to communication, building trust through expertise.
  • Meet or exceed goals for customer satisfaction, service quality, and operational efficiency.

april is an embedded, year-round tax platform that powers smarter financial decisions by integrating real-time tax intelligence into partner platforms. The company values collaboration, rapid iteration, and a customer-focused culture.

$105,000–$125,000/yr
US

  • Manage day-to-day accounting operations for a portfolio of clients across various industries.
  • Oversee month-end close procedures including journal entries, reconciliations, and variance analysis.
  • Develop and maintain strong client relationships while ensuring accurate and timely financial reporting.

PP&Co is a tax, accounting, and advisory firm that empowers individuals, closely held businesses, and high-net-worth individuals to reach their financial goals. They have a collaborative, high-integrity culture focused on employee development and growth.

$110,000–$140,000/yr
Unlimited PTO

  • Manage a team of 3-5 accountants and oversee the quality of their work and client engagements.
  • Ensure profitability and accuracy of client work, and drive cross-selling and upselling of additional services.
  • Provide technical leadership on accounting and technology issues, and develop team members' skills.

Bookkeeper360 is a fintech company that helps small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services powered by AI-driven insights. We have been recognized as a top workplace and are growing rapidly, with thousands of clients and a 4.8-star rating.

US

  • Manage client relationships and comprehensive financial reporting remotely.
  • Supervise and train accountants on transactional work and documentation.
  • Prepare financial statements, budgets, and support audit and grant management.

Chazin & Company is a premier provider of virtual outsourced accounting services for nonprofit organizations. They are committed to quality work, quality people, and giving back to the community.

$70,000–$75,000/yr
US 3w PTO

  • Record financial transactions and maintain accounts receivable aging reports for multiple clients.
  • Reconcile bank records, process payroll, and file sales/property taxes as needed.
  • Use accounting judgment to code expenses and schedule payments in automated systems.

My Financial Partner is a subsidiary of Teamshares, a national company helping American small businesses become employee owned. They provide fractional accounting resources with a team of experienced accounting professionals who are enthusiastic, inquisitive, and value continuous learning.

US Unlimited PTO 16w maternity 16w paternity

  • Manage a portfolio of customers, review and file federal and state tax returns including Form 1040 and 1120-S.
  • Serve as a tax subject matter expert, researching laws and ensuring compliance with federal and state requirements.
  • Mentor junior tax staff and collaborate with leadership to align on tax-related matters.

Collective aims to empower self-employed individuals by providing an integrated platform for business incorporation, accounting, bookkeeping, and tax services. The company is a growing startup backed by top investors and featured in major media outlets, with a mission-driven culture focused on supporting freelancers.

$120,000–$150,000/yr
US 4w PTO

  • Oversee financial and accounting services including financial statement preparation, grant reporting, and compliance for assigned clients.
  • Review financial statements for GAAP compliance, prepare annual budgets and forecasts, and oversee audit work papers.
  • Serve as a fiscal liaison to authorizers, state and federal agencies, and provide training to client staff on internal controls.

Charter Impact empowers mission-driven organizations through personalized finance, operations, and business management support. We are a remote-first company growing nationally, committed to collaborative team culture and client success.

$85,000–$95,000/yr
US Unlimited PTO

  • Manage client relationships weekly and monthly as the primary point of contact for Bookkeeper360 clients, providing monthly financial reviews and addressing tight deadlines.
  • Lead and manage 1-3 bookkeepers in maintaining transactional bookkeeping tasks, including AP/AR, reconciliations, and month-end close functions.
  • Leverage cloud-based accounting systems, integrate add-ons, and review workflows to recommend technology and app efficiencies.

Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services. They have been recognized as one of Accounting Today's 2024 Best Firms to Work For and a fastest growing company by Inc. 5000, with a 4.8-star Google rating.

Global

  • Own core bookkeeping functions including reconciliations, payroll support, and month-end close for a portfolio of clients.
  • Serve as a client-facing point of contact, presenting financial reports and explaining concepts clearly.
  • Manage daily accounting operations across QuickBooks Online and other systems.

The company provides accounting and bookkeeping services for small and medium-sized businesses. The team is fully remote and values client-facing communication and teaching skills.

North America Unlimited PTO

  • Manage the full accounting cycle for U.S.-based clients, including reconciliations, month-end close, and financial reporting.
  • Apply startup accounting principles to balance best practices with resource constraints and evolving priorities.
  • Integrate and optimize external applications with QuickBooks Online to streamline accounting operations.

Veta Virtual is a virtual staffing company that connects talented professionals with financial services clients. They foster a supportive, collaborative culture and operate in a fully remote, fast-paced environment.

Spain

  • Act as the primary point of contact for clients, ensuring timely and accurate delivery of accounting and tax services.
  • Monitor and manage accounting and tax compliance requirements for clients, including tax and statutory filings.
  • Provide guidance to clients on accounting and tax best practices and coordinate with internal teams and local providers.

HSP Group is the premier provider of global expansion services, helping companies simplify the complex challenges of operating internationally. They deliver a seamless experience across legal entity setup, global HR, payroll, compliance, tax, and advisory, enabling clients to scale faster and stay compliant.