Senior Accountant

Club Capital; United States; Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Fully remote

Competitive compensation package

Medical

Dental

Vision

401k with company match

PTO

Paid holidays

Job summary

Club Capital, LLC is hiring a Senior Client Advisor to deliver top-tier advisory services for small business clients. You will oversee a portfolio, review monthly financials, and provide CFO-level guidance to drive growth.

In a remote-first setting, you’ll coordinate accounting activities, support monthly reporting, and collaborate with internal teams to extend services and insights to clients nationwide.

Qualifications

• 4+ years of accounting experience in bookkeeping, public accounting, or small business accounting.
• BS or MS in Accounting or Business, or equivalent experience.
• 3+ years in a client-facing role with ability to manage multiple clients.

Responsibilities

• Serve as SME and first contact for clients; review monthly financials and growth calls.
• Prepare financial statements to support client decision making.
• Oversee bookkeeping team and month-end close processes.
• Develop budgets and revenue targets with clients.
• Lead growth sessions to review performance and trends.
• Mentor other Client Advisors and coordinate with internal teams.
• Provide first-level payroll guidance and exceptional client service.
• Communicate progress to stakeholders and expand advisory services.

Skills

Client relationship management

Financial analysis

Communication skills

Time management

Education

BS or MS in Accounting or Business

Job description

About Club Capital, LLC

Club Capital LLC is a rapidly growing business management services firm, providing: accounting, tax, advisory and digital marketing solutions to clients across the country. We provide a cloud-based financial infrastructure to our clients including tax services, payroll, bookkeeping, industry analytics, and bench-marking services. Our success is fueled by empowering our clients to achieve their full potential as small business owners and entrepreneurs.

Club Capital is dedicated to empowering our employees to achieve their utmost potential and drive growth professionally and personally. We achieve this by fostering an environment that thrives on honesty, integrity, transparency, curiosity, and humility! We are a remote first organization to foster work/life balance.

Position Overview

As a Senior Client Advisor you should be passionate about providing small business owners with the best customer experience they have ever seen. Client Advisors at Club Capital should possess an entrepreneurial mindset to manage a portfolio of business advisory clients. You will become a trusted advisor in many areas of the clients day to day operations; from reviewing monthly financial statements and working with them to review their business' financial statements, establish targets, set goals to help them grow, and offer controller and CFO advisory services. Client Advisors serve as a primary point of contact for the clients within their portfolio and are expected to be able to understand accounting, business financials, while working closely with internal teams to support and perform additional duties for our more complex clients.

A Senior Client Advisor at Club Capital, will create a business advisory relationship with their clients through email, chat, and Zoom calls on a regular basis. A true partnership between the client and serving as subject matter expert in accounting and finances to ensure client success. Client Advisors will be responsible for coordinating and overseeing the monthly accounting for your client portfolio, facilitating their monthly financial reporting, and supporting in other key service areas.

Duties / Responsibilities

• Serve as the subject matter expert and first point of contact for clients; becoming a trusted advisor for all portfolio services by reviewing monthly financials, bookkeeping records, EOY financials, and conducting review and growth calls
• Prepare financial statements to facilitate the clients decision making process
• Manage the bookkeeping team assigned to your client portfolio and oversee processes for month end close
• Prepare budgets and revenue targets with clients
• Conduct quarterly and ad hoc Growth Sessions with clients to review financial performance, create and adjust budgets, and identify industry trends
• Lead and/or mentor other Client Advisors
• Address payroll questions/concerns and provide first-level troubleshooting
• Delight customers with expert guidance and support
• Manage personal workload to deliver high quality work products on time
• Effectively communicate with internal and external stakeholders and management on established performance expectations
• Work across teams to keep others informed of client status (i.e. Tax, client experience)
• The desire to grow and expand your client portfolio and advisory services, willingness to become CFO certified.

Requirements / Qualifications

• 4 + years of accounting experience; bookkeeping, public accounting, small business accounting or similar understanding of accounting and business financials (Required)
• B.S or M.S in Accounting or Business or equivalent experience
• 3 + of related experience in a client facing role
• Ability to manage multiple clients, tasks, and projects simultaneously
• Solutions driven individual who is exceptional at deadlines and problem solving
• Excellent verbal and written communication skills
• Well organized and strong attention to detail
• Ability to provide exceptional client service along developing lasting client relationships

We offer a competitive total rewards package to include:

• Fully remote
• competitive compensation package
• medical
• dental
• vision
• 401k with company match
• PTO
• paid holidays