[Hiring] Senior Client Advisor @Bookkeeper360

Bookkeeper360; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

Bookkeeper360 is seeking a remote Senior Client Advisor to manage client relationships and lead a team of bookkeepers. The ideal candidate will have demonstrated leadership in accounting and a passion for helping small businesses thrive. This role includes a competitive salary, a full benefits package, and a fully remote working environment.

Benefits

Comprehensive benefits package

Paid parental leave

Unlimited PTO after the first year

Virtual team-building activities

Career advancement opportunities

Qualifications

• Experience in GAAP-based financial reporting.
• 1-2 years of experience overseeing bookkeepers or staff accountants.
• Consulting and public accounting experience preferred.

Responsibilities

• Manage client relationships and deliver on services.
• Lead and oversee bookkeeping tasks for your assigned clients.
• Provide high-level financial insights and analysis.

Skills

Analytical Skills

Client Management

Communication

Leadership

Technology Adaptability

Education

Bachelor's degree in Accounting or related field

Tools

Cloud-based accounting software

Job description

Jun 05, 2025 - Bookkeeper360 is hiring a remote Senior Client Advisor. Salary: $70,000-$90,000/year + variable compensation. Location: USA.

About Bookkeeper360:

Bookkeeper360 is a financial technology solution that helps businesses manage their finances. Our accounting team delivers a comprehensive suite of services, including full-service accounting, payroll, tax, and advisory, along with AI-driven software that provides real-time dashboards and insights. Since 2012, Bookkeeper360 has been the trusted choice for thousands of small business owners. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine.

To learn more about how we got started and the story behind our founder, check out this feature on our CEO.

If that is not awesome enough, here are some other reasons why you should join us:

We have been recognized by Inc. 5000 Fastest Growing Companies and an Inc. 5000 Best Places to Work. Most recently, we have been named in Accounting Today's 2024 Best Firms to Work For.

We have earned a 4.8 Google ranking from 1,000+ customers due to our hardworking and dedicated team.

We were voted best overall Bookkeeping Solution for Small Businesses by NerdWallet for the past three years, Entrepreneur for 2023, and TechRepublic for 2024.

Our firm is in a hyper-growth stage, and we are expanding our team to service our fast-growing client base.

About the role:

This position works within our client fulfillment department. You will be responsible for managing your own book of clients and are responsible for delivering our services.

What you'll do as a Senior Accountant at Bookkeeper360:

• Manage client relationships weekly and monthly

• Assumes primary responsibility for responding to clients

• Interact with business owners, providing them high-level insights and advanced analysis on their business's financials and performance

• Must have a sense of urgency to address tight deadlines with a multitude of accounting activities including general ledger, month end closefunctions, andfinancial reporting

• Manage and lead1-3 bookkeepers in maintainingthe transactional bookkeeping tasks on the accounts such as AP/AR, categorizing expenses, reconciliations, etc.

• Effectively delegate and review thework assigned to your team of bookkeepers to ensure promptness and accuracy.

• Reconcile tax returns to books and records

• Deliver exceptional service on time and on budget

• Complete any back work projects in an efficient, timely manner

• Routinely communicate with Accounting Manager relating to financial close, accounting issues, and deliverables

• Leverage multiple cloud based accounting systems, and integrated add-ons, to provide accounting services for our clients

• Setup and manage cloud technology integrations

• Review workflow and business operations and make technology and app recommendations to increase efficiencies

How to be successful in this role:

• Must be Driven, Accountable, Humble, and Team-Oriented

• A drive to do better and be better: You're not satisfied with “good enough,” and something that needs fixing isn't just someone else's job. You love to be innovative, bring new ideas to the table, and drive improvement within your own team and across the organization

• A people-oriented mindset: You understand that people are everything. You're collaborative, optimistic and you listen to understand, remaining kind, humble, and empathetic in all interactions

• Everyday we're hustling: You are a highly motivated self-starter, determined to succeed, and comfortable in a competitive, performance-based environment. You are driven to be the leader of the pack with a “If you're not first, you're last” mentality

• A thirst for knowledge: This role is as challenging as it is rewarding. You're excited to take on new challenges and have a passion for continuous learning and personal and professional development

• A “tech guru”: As a fully remote company, strong computer skills, as well as strong financial analytical skills, are important to our success. You have a passion for technology and innovation and stay updated on the latest technology and accounting practices advancements. If you enjoy learning how to use new softwares and tools, you'll fit right in

Gets you to the top of the list:

• A passion for helping small businesses

• Expertise in GAAP based financial reporting

• Experience working in e-commerce, product companies, technology, professional service business, and real estate industries

• 1-2 years experience overseeing the work ofbookkeepers or staff accountants

• Consulting experience

• Cloud-based accounting experience

• Public accounting experience

What you can expect as a Team Member:

• Salary range from $70,000-$90,000/year + variable compensation eligibility after 6 months

• Comprehensive benefits package including medical, dental, vision, and 401K with employer match

• Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster)

• Fully remote workplace

• Unlimited PTO after the first year

• Company paid holidays

• Virtual team-building activities, and other company-wide events

• Collaborative team-based work environment

• Career path and advancement opportunities - company policy of promoting from within

At Bookkeeper360, we are committed to hiring diverse talent of different backgrounds and as such, it is important to us to provide an inclusive work environment for all. We do not discriminate on the basis of race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. As an equal opportunity employer, we encourage and welcome people of all backgrounds to apply.