Client Accounting Advisor
About The Position
At CFO Associates, we help businesses make confident financial decisions by providing outsourced accounting, controller, and CFO services. We’re a rapidly growing CPA firm known for our forward-thinking approach, collaborative team, and client-first culture. We are expanding our real estate & construction practice and looking for an experienced Client Controller to join our team. This role is ideal for someone who loves real estate and wants to work directly with clients such as: Real Estate Landlords (Commercial & Residential), Construction Contractors, Real Estate Developers, Construction Equipment Rental Companies, Short-Term Rental Owners (Airbnb, VRBO), Real Estate Brokerage Firms. If you’re passionate about helping real estate businesses grow through better financial management, this opportunity is for you.
Requirements
- Bachelor’s Degree in Accounting, Finance, or related field
- 3+ years of experience in public accounting or similar role
- Knowledge of GAAP
- Advanced Excel and Microsoft Office skills
- Strong communication skills and client-facing confidence
- Highly organized, analytical, and detail-oriented
- Familiarity with QuickBooks Online & Bill.com required
Nice To Haves
- Real Estate or Construction accounting experience preferred
- CPA license a plus
- Experience with job and project accounting, commission tracking, or property management systems is a plus
Responsibilities
- Manage all day-to-day accounting operations for assigned clients
- Oversee Accounts Receivable, Accounts Payable, and cash flow
- Prepare and review weekly, bi-weekly and/or Month-End Financial Statements and Forecasts
- Reconcile General Ledger activity and ensure data accuracy
- Build and maintain client relationships through proactive communication
- Analyze financial trends and identify opportunities for growth and efficiency
- Provide insight on job costing, WIP, budgeting, and project profitability
- Assist in implementing automation tools and process improvements
- Work with software like QuickBooks Online/Desktop, Bill.com, and Fathom
Benefits
- Flexible work options: Remote or hybrid in Tampa, FL
- 401(k) with company match
- Health, Dental, and Vision insurance
- Professional development support
- Generous paid time off
- Uncapped Commissions
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
