Senior Accountant & Client Advisory Lead

W3Global; Gig Harbor (WA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) retirement plan

PTO & holidays

Hybrid remote work opportunities

Professional development

Performance recognition

Job summary

W3Global is seeking a Senior Accountant & Client Advisory Lead in Gig Harbor, WA to oversee a portfolio of clients, provide advanced accounting leadership, and collaborate with tax professionals. This role emphasizes mentoring, system improvements, and cross-team coordination.

The ideal candidate will drive client service excellence, maintain tax-ready financial statements, and lead ongoing process improvements while working in a hybrid environment.

Qualifications

• Bachelor's degree in accounting requested.
• Five or more years of professional accounting experience, preferably with multiple clients.
• Advanced proficiency in QuickBooks Online.

Responsibilities

• Lead client accounting relationships and act as primary accounting advisor for a portfolio of business clients.
• Provide technical accounting leadership across diverse entity types and coordinate with tax professionals.
• Mentor and develop the accounting team, establishing standards and best practices.
• Improve systems and processes through technology, automation, and standardized procedures.
• Lead client onboarding and coordinate transitions within the service model.
• Collaborate across bookkeeping, payroll, HR support, business consulting and tax teams.

Skills

Advanced QuickBooks Online

Technical accounting knowledge

Mentoring & leadership

Communication & relationship-building

Analytical problem solving

Organization & multi-client management

Cross-functional collaboration

Education

Bachelor's degree in accounting

Progressive accounting experience

Tools

QuickBooks Online

Cloud accounting systems

Automation tools

Job description

Job Description

Senior Accountant & Client Advisory Lead

Location

Gig Harbor, WA

Join a Team That Helps Businesses Thrive

We do more than manage numbers-we provide peace of mind. As our firm continues to grow, we're looking for an experienced accounting professional who enjoys solving complex accounting challenges, improving processes, mentoring others, and serving as a trusted advisor to both clients and our team. This is a leadership-focused accounting role for someone who thrives in a collaborative environment while confidently working independently. You'll oversee your own portfolio of clients while helping strengthen our accounting department through technical expertise, workflow optimization, staff development, and cross-department collaboration. If you're passionate about building better systems, developing people, and helping businesses succeed, we'd love to meet you.

What You'll Do

• Lead Client Accounting Relationships: Manage a portfolio of business clients while serving as their primary accounting advisor, ensuring financial records are accurate, timely, and prepared to support tax compliance, business planning, and informed decision-making.
• Provide Technical Accounting Leadership: Serve as the firm's accounting subject matter expert by reviewing complex accounting issues, assisting with cleanup projects, and providing guidance on proper accounting treatment across a variety of business entities, including sole proprietorships, LLCs, partnerships, S corporations, corporations, and nonprofit organizations. Work closely with our tax professionals to ensure financial statements are tax-ready and accounting decisions align with reporting and compliance requirements.
• Mentor & Develop the Team: Support the growth of our accounting team by reviewing work, answering technical questions, providing coaching, and helping establish consistent accounting standards and best practices. Share knowledge through team meetings, internal training, and one-on-one mentoring while fostering a culture of collaboration, accountability, and continuous improvement.
• Improve Systems & Processes: Evaluate existing workflows and identify opportunities to improve efficiency, accuracy, and consistency through technology, automation, and standardized procedures. Help develop internal processes, documentation, and training materials that allow our team to deliver exceptional client service at scale.
• Lead Client Onboarding: Partner with prospective and new clients to evaluate their accounting needs, establish efficient workflows, implement accounting systems, and ensure a smooth transition into our service model before coordinating the ongoing relationship with the appropriate accounting team member.
• Collaborate Across the Firm: Work closely with our bookkeeping, payroll, HR support, business consulting, and tax teams to provide clients with seamless, proactive service and identify opportunities for additional support as their businesses grow.

What You'll Bring

Required Qualifications

• Bachelor's degree in accounting, plus progressive accounting experience.
• Five or more years of professional accounting experience, preferably serving multiple business clients.
• Advanced proficiency in QuickBooks Online.
• Strong technical accounting knowledge across multiple business entity structures.
• Experience preparing tax-ready financial statements and collaborating with tax professionals.
• Ability to analyze complex accounting issues and develop practical solutions.
• Experience mentoring, training, or leading accounting staff.
• Excellent communication and relationship-building skills.
• Strong organizational skills with the ability to prioritize multiple client needs.
• A collaborative mindset, professional judgment, and commitment to exceptional client service.

Technology & Innovation

We're looking for someone who embraces modern accounting technology and enjoys finding better ways to work. The ideal candidate is comfortable leveraging cloud-based accounting systems, workflow management tools, approved AI technologies, automation, and software integrations to improve efficiency, strengthen internal processes, and enhance the client experience. Just as importantly, you'll help our team adopt new technology by documenting processes, providing training, and encouraging thoughtful innovation while maintaining the highest standards of accuracy and confidentiality.

What Makes You Successful Here

You're someone who:

• Leads through knowledge, collaboration, and example.
• Enjoys mentoring others and helping teammates grow.
• Thinks beyond today's task to improve tomorrow's process.
• Builds trust with clients through professionalism and sound financial guidance.
• Enjoys solving challenging accounting problems.
• Embraces technology and continuous learning.
• Takes ownership while supporting the success of the team.

What We Offer

• Competitive compensation based on experience and expertise.
• Paid time off (PTO) and paid holidays.
• 401(k) retirement plan.
• Voluntary benefits through Aflac.
• Flexible scheduling and hybrid remote work opportunities.
• Ongoing professional development and continuing education.
• Performance recognition and opportunities for career growth.
• A collaborative, supportive team that genuinely enjoys working together.
• Meaningful work that helps small business owners succeed.
• Opportunities to shape and improve our accounting processes and contribute to the growth of the firm.
• A culture built on integrity, accountability, kindness, collaboration, and continuous improvement.