Senior Accountant (Client Accounting / Advisory)

Out of the Box

About The Position

The Senior Accountant (Client Accounting/Advisory) is a highly skilled accounting professional responsible for managing a portfolio of clients, ensuring financial accuracy, and delivering high-quality financial insights. This role is ideal for someone who thrives in a fast-paced, multi-client environment and brings advanced expertise in QuickBooks Online (QBO) and QuickBooks Desktop (QBD). This individual operates with a high level of autonomy, serves as a trusted client advisor, and plays a key role in elevating the quality of our accounting deliverables. You’ll partner closely with clients and internal leadership, while helping to create capacity for our Controller team through strong execution and ownership.

Requirements

Bachelor’s degree in Accounting, Finance, or equivalent experience
4–6+ years of experience in a multi-client, outsourced accounting, or similar environment
Advanced proficiency in QBO and QBD
Strong experience with financial reporting, close processes, and reconciliations
Experience with payroll, sales tax, and client-facing work
Comfort working in cloud-based accounting systems and technology-driven environments

Responsibilities

Serve as the primary point of contact for a portfolio of clients across varying industries and complexity
Build strong client relationships through proactive communication and financial insight
Identify process improvements and opportunities to enhance efficiency and scalability
Translate financial data into clear, actionable insights for clients
Perform and review complex reconciliations (bank, credit card, loans, payroll clearing)
Own full-cycle AP/AR processes, including invoicing, collections, and vendor management
Prepare and analyze financial statements (P&L, Balance Sheet, Cash Flow)
Record and review journal entries and maintain clean, accurate general ledgers
Troubleshoot discrepancies and ensure audit-ready financials
Set up, optimize, and maintain QBO/QBD files tailored to client needs
Leverage automation tools and bank feeds to improve efficiency
Support payroll processing and system integrations where applicable
Lead month-end and year-end close processes across client engagements
Support sales tax tracking, filings, and compliance
Ensure data accuracy through ongoing review, cleanup, and process discipline
Review work prepared by junior team members (Bookkeeper I & II)
Provide coaching and guidance on best practices and complex transactions
Contribute to team development and knowledge sharing