Senior Accountant, Client Advisory

Club Capital

9h•$80,000 - $90,000•Remote

About The Position

The Senior Client Advisor provides business advisory services to small business owners and manages a portfolio of clients. The role serves as a primary point of contact and trusted advisor, helping clients understand their financial position, set targets, establish goals, and grow their businesses. Advisory services include controller- and CFO-level guidance, delivered through regular email, chat, and Zoom communication. The position coordinates and oversees monthly accounting for the client portfolio, facilitates monthly financial reporting, and works closely with internal teams to support complex clients. It also manages the bookkeeping team assigned to the portfolio, oversees month-end close processes, and supports clients with financial statements, budgets, revenue targets, payroll questions, and business growth planning. The role may lead or mentor other Client Advisors and includes the willingness to become CFO certified.

Requirements

At least 4 years of accounting experience in bookkeeping, public accounting, or small business accounting.
Bachelor’s or master’s degree in Accounting or Business, or equivalent experience.
At least 3 years of related experience in a client-facing role.
Ability to manage multiple clients, tasks, and projects simultaneously.
Solutions-driven approach, with strong deadline management and problem-solving skills.
Excellent verbal and written communication skills.
Ability to provide exceptional client service and develop lasting client relationships.

Responsibilities

Serve as the subject matter expert and first point of contact for clients, reviewing monthly financials, bookkeeping records, and year-end financials, and conducting review and growth calls.
Prepare financial statements to support client decision-making.
Manage the bookkeeping team assigned to the client portfolio and oversee month-end close processes.
Prepare budgets and revenue targets with clients.
Conduct quarterly and ad hoc Growth Sessions to review financial performance, create or adjust budgets, and identify industry trends.
Lead and/or mentor other Client Advisors.
Address payroll questions and concerns and provide first-level troubleshooting.
Provide expert guidance and support to delight customers.
Manage personal workload to deliver high-quality work products on time.
Communicate performance expectations effectively with internal and external stakeholders and management.
Coordinate across teams, including Tax and Client Experience, to keep colleagues informed of client status.
Grow and expand the client portfolio and advisory services, and be willing to become CFO certified.