Senior Client Advisor (Accounting)

Phaxis • Woodbury, NY

13h

About The Position

A growing fintech company that provides accounting and advisory services to businesses is seeking a Senior Client Advisor. The role manages a portfolio of clients and serves as their primary financial partner, delivering accounting and advisory services in a fast-paced, cloud-based environment. It combines client leadership, team oversight, and hands-on accounting.

Requirements

• Strong accrual accounting expertise.

Nice To Haves

• 3+ years of experience leading bookkeepers or staff accountants.
• Bachelor's degree in Accounting or a related field.
• Experience with cloud-based accounting platforms.
• Background in public accounting, consulting, or professional services.
• Experience across SMB, tech, e-commerce, or real estate.

Responsibilities

• Own client relationships and serve as the primary point of contact.
• Deliver monthly financial reviews, close processes, and accurate financial reporting.
• Lead and review the work of 1–3 bookkeepers across accounts payable and receivable, reconciliations, and transaction processing.
• Manage month-end close, the general ledger, and accrual-based accounting.
• Reconcile tax returns to financial records and resolve discrepancies.
• Drive service quality, timeliness, and budget adherence.
• Implement and manage cloud accounting tools and integrations.
• Identify process improvements and recommend technology to increase efficiency.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior