Client Accounting Advisor

CFO Associates; United States; Hybrid; USD 75,000 - 105,000; Full time

Benefits offered by this job

401(k) with company match

Health, Dental, Vision insurance

Generous paid time off

Uncapped Commissions

Job summary

CFO Associates, a rapidly growing CPA firm, is expanding its real estate and construction practice and seeks an experienced Client Controller to join the team in Tampa, FL.

You’ll manage day-to-day accounting for real estate clients, oversee AR/AP and cash flow, prepare financial statements and forecasts, and help implement automation tools. The role combines client-facing work with deep technical accounting.

Qualifications

• Bachelor’s degree in accounting, finance, or related field.
• 3+ years in public accounting or similar role.
• Real estate or construction accounting experience preferred.
• Knowledge of GAAP; CPA license a plus.
• Advanced Excel and MS Office skills.
• Strong communication and client-facing skills.
• Highly organized, analytical, and detail-oriented.
• Experience with job costing or property management systems is a plus.
• Familiarity with QuickBooks Online/Bill.com required.
• Remote or hybrid in Tampa, FL.

Responsibilities

• Manage day-to-day accounting operations for assigned clients.
• Oversee accounts receivable, accounts payable, and cash flow.
• Prepare and review weekly, bi-weekly, and 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 QuickBooks Online/Desktop, Bill.com, and Fathom.

Skills

Advanced Excel

Strong communication

Analytical

Highly organized

Client-facing

Financial analysis

Education

Bachelor's degree in Accounting or Finance

Tools

QuickBooks Online/Desktop

Bill.com

Fathom

Microsoft Office

Job description

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:

• Construction Contractors
• Short-Term Rental Owners (Airbnb, VRBO)

If you’re passionate about helping real estate businesses grow through better financial management, this opportunity is for you.

Duties and responsibilities

As a Client Controller, you’ll serve as a trusted financial partner to multiple real estate clients, overseeing daily accounting and providing strategic insight into their financial performance.

Key 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

Qualifications

• Bachelor’s Degree in Accounting, Finance, or related field
• 3+ years of experience in public accounting or similar role

Real Estate or Construction accounting experience preferred

Knowledge of GAAP (CPA license a plus)

Advanced Excel and Microsoft Office skills

Strong communication skills and client-facing confidence

Highly organized, analytical, and detail-oriented

Experience with job and project accounting, commission tracking, or property management systems is a plus

Familiarity with QuickBooks Online &, Bill.com required

Flexible work options: Remote or hybrid in Tampa, FL

401(k) with company match

Health, Dental, and Vision insurance

Generous paid time off

Uncapped Commissions

Work in a growth-oriented, supportive, and innovative firm