Sr. Client Accounting Advisor

Compeer Financial • Fond du Lac, WI

3d • Hybrid

About The Position

Compeer Financial is seeking a highly experienced and client-focused Senior Accounting Specialist to deliver advanced accounting services while growing and managing a portfolio of external clients. This role blends technical accounting expertise with relationship management, business development, and team mentorship. You will serve as a trusted advisor to clients, helping them make informed financial, credit, and operational decisions, while also contributing to the development of internal talent.

Requirements

• Minimum of 5+ years of progressive accounting experience (including bookkeeping, payroll, or financial reporting), with demonstrated exposure to complex accounts and client-facing work.
• Associate’s degree in Accounting or a related field (Bachelor’s degree preferred) or equivalent combination of education and experience.
• Proven ability to build trust with clients, communicate financial concepts clearly, and proactively identify opportunities to grow relationships and services.
• Experience training, coaching, or guiding team members; comfortable providing feedback and supporting team development.
• Strong knowledge of GAAP, accounting software, and Microsoft Office; high attention to detail with excellent organizational and analytical skills.
• Must be authorized to work for any employer in the United States.
• Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Nice To Haves

• Bachelor's degree

Responsibilities

• Build and maintain strong, long-term client relationships by providing insightful financial guidance, delivering accurate financial statements, and helping clients leverage data to drive business decisions.
• Manage complex accounting functions including full-service accounts, payroll processing, depreciation, and financial reporting in accordance with GAAP; ensure accuracy, timeliness, and compliance across all client deliverables.
• Actively grow a book of business by identifying opportunities to expand services; partner with internal teams to generate referrals and support new client efforts.
• Serve as a subject matter expert on accounting and tax-related matters; stay current on industry trends and regulatory changes; share insights with clients and team members to enhance decision-making.
• Coach and mentor accounting team members; provide training on best practices, accounting principles, and systems; review work for quality and consistency while fostering professional development.

Benefits

• Hybrid model – up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Associate degree