Source Job

US 5w PTO

  • Act as the primary accounting advisor for a portfolio of small business clients (<$7M revenue)
  • Lead monthly and quarterly conversations that turn financials into clear insights and action
  • Identify opportunities, risks, and blind spots, and guide clients toward better decisions

Accounting Client Management Financial Statements QuickBooks Online Communication

3 jobs similar to Senior Accountant – Client Advisory (Small Business Focus)

Jobs ranked by similarity.

$85,000–$90,000/yr
US

  • Provide full-cycle accounting support, including reconciliations, adjusting journal entries, and month-end close
  • Maintain and manage multiple client relationships simultaneously
  • Prepare and review financial statements; identify and resolve discrepancies

A rapidly growing, fully remote business advisory firm serving small to mid-sized businesses. The team focuses on helping business owners create companies that work for them—not the other way around.

$70,000–$90,000/yr
US

  • Serve as the primary contact for a dedicated book of clients, managing relationships via email, Zoom, and phone.
  • Meet with clients quarterly to review financial statements and provide strategic insights that drive business growth.
  • Oversee G/L activity, financial statement preparation, and heavy account reconciliations to ensure technical accuracy.

RES Consulting is a growing CPA firm specializing in clients in the dental industry. They are looking for a Remote Client Relationship Manager/Senior Accountant to join the team.

$80,000–$80,000/yr
US

  • Manage and guide staff accountants and bookkeepers.
  • Provide clients with insights into their financial health.
  • Utilize cloud-based accounting systems and web-based tools.

Revel CPA helps creative entrepreneurs and their businesses with business and taxes. The team focuses on being socially conscious, staying young-at-heart, and always learning while doing impeccable work.