Remote Client Advisory Accountant | Growth & CFO Support

Club Capital LLC; United States; Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Fully remote

Medical, dental, vision

401k with company match

PTO & paid holidays

Job summary

Club Capital LLC is seeking a Client Advisor to deliver exceptional service to small business owners. You will manage a portfolio of advisory clients, review financial statements, and act as a trusted partner on accounting and finance matters.

You will coordinate monthly reporting, guide budgets and targets, and work with Tax and Client Experience teams to expand advisory services. Fully remote role with competitive compensation and benefits.

Qualifications

• Minimum of 2 years of accounting experience; bookkeeping, public accounting, small business accounting or similar.
• B.S or M.S in Accounting or Business or equivalent experience
• No less than 1 year of related client-facing experience

Responsibilities

• Serve as primary contact and trusted advisor for client portfolio; review monthly financials and growth calls
• Prepare financial statements to aid client decision making
• Oversee bookkeeping team and month-end close processes
• Prepare budgets and revenue targets with clients
• Conduct Growth Sessions with clients and analyze industry trends
• Coordinate with internal teams (Tax, Client Experience) to support clients

Skills

Accounting

Client facing

Communication

Time management

Education

Accounting or Business degree

Job description

Club Capital LLC is seeking a Client Advisor to deliver exceptional service to small business owners. You will manage a portfolio of advisory clients, review financial statements, and act as a trusted partner on accounting and finance matters.

You will coordinate monthly reporting, guide budgets and targets, and work with Tax and Client Experience teams to expand advisory services. Fully remote role with competitive compensation and benefits.