Senior Client Accountant, Remote for Design Firms

Logistis for Designers; Florida; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

PTO

401(k)

Fully remote

Job summary

Logistis for Designers is a fully remote bookkeeping firm serving interior design practices. We are seeking a Senior Client Manager to own client relationships, lead monthly calls, translate financials into plain language, and manage a bookkeeper team to ensure accuracy and timeliness.

You will onboard new clients, map QuickBooks and design-platform integrations, mentor staff, and collaborate with CPAs and vendors to support client growth and profitability.

Qualifications

• 5+ years of accounting experience at a senior accountant level, ideally at an accounting or bookkeeping firm
• Proven experience with books cleanup and catch-up work, including reconciliations, adjusting journal entries and accrual-basis corrections
• Experience onboarding new clients and teaching accounting best practices to people who aren't accountants
• 3+ years in a client-facing role, such as client management or account management
• Strong working knowledge of QuickBooks Online and accrual-based financial statements. ProAdvisor certification is a plus

Responsibilities

• Serve as the main point of contact for your assigned clients, by email, phone and Zoom
• Lead recurring monthly or quarterly calls to review financials, cash flow, AR/AP and project profitability, and to collect what's needed to close the books
• Help designers understand their gross profit margin, markups and net income, and recommend changes when margins are low or the business is losing money
• Coordinate with clients' outside CPAs, payroll providers and software reps as needed
• Lead new-client kickoff and onboarding calls, and guide clients through the onboarding checklist
• Run cleanup assessments, including QuickBooks and design-platform audits, and scope the catch-up work
• Oversee mapping and setup of the design platform to QuickBooks
• Teach designers best practices for their workflows in Studio Designer, Houzz Pro, Programa and QuickBooks
• Train and coach bookkeepers on cleanup and workflows
• Manage a team of bookkeepers, including regular one-on-ones and monthly check-ins
• Do the final review of financial statements before they go to clients
• Join the daily huddle and team meetings

Skills

Client management

Team leadership

Communication

Zoom/phone communication

Project coordination

Education

Bachelor's degree in accounting

Tools

QuickBooks Online

Studio Designer

Houzz Pro

Programa

Gusto

Karbon

Job description

Logistis for Designers is a fully remote bookkeeping firm serving interior design practices. We are seeking a Senior Client Manager to own client relationships, lead monthly calls, translate financials into plain language, and manage a bookkeeper team to ensure accuracy and timeliness.

You will onboard new clients, map QuickBooks and design-platform integrations, mentor staff, and collaborate with CPAs and vendors to support client growth and profitability.