Senior Staff Accountant

AdvisorOne

Tampa (FL)

On-site

USD 95,000 - 120,000

Full time

14 days+

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Job summary

A modern accounting firm in Tampa is seeking a Senior Accountant who will manage financial reporting and client advisory. The ideal candidate has over 5 years of experience, a degree in accounting, and excellent communication skills. This role is client-facing, requiring mentorship of junior team members while providing strategic financial insights. The firm is known for its tech-forward approach and values strong relationships with clients.

Qualifications

5+ years of relevant accounting experience.
Advanced knowledge of GAAP and different accounting methods.
Excellent written and verbal communication skills.

Responsibilities

Manage the monthly close process for clients.
Prepare financial statements and KPI dashboards.
Collaborate with CFO Advisory to identify business trends.

Skills

Communication skills

Analytical skills

Attention to detail

Proficiency in QuickBooks Online

Education

Bachelor’s degree in Accounting or Finance

Tools

QuickBooks Online

Xero

Bill.com

Ramp

Brex

Job description

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AdvisorOne is a modern business advisory and accounting firm serving growth-minded companies in professional services, real estate, e-commerce, and technology. We go beyond compliance, delivering CFO-level insights, proactive tax strategies, and real-time financial visibility that empower our clients to make confident, data-driven decisions.

We leverage cutting-edge cloud accounting platforms, integrated performance reporting, and an advisory-first approach — making us a strategic partner in our clients’ growth.

About AdvisorOne

We leverage cutting-edge cloud accounting platforms, integrated performance reporting, and an advisory-first approach — making us a strategic partner in our clients’ growth.

Position Summary

The Senior Accountant plays a key role in managing monthly close processes, delivering accurate financial reporting, and advising clients on business performance. You’ll work directly with business owners, CFOs, and leadership teams, transforming financial data into actionable insights. The right person for this role is extremely polished. We take an advisor-first approach valuing relationships with our clients. To excel in this role, you must be bright AND kind.

This is a client-facing role with a mix of technical accounting work, financial analysis, and relationship management. You’ll also provide mentorship and technical guidance to junior team members, ensuring consistency and quality across engagements.

Key Responsibilities

Lead Month-End Close & Financial Reporting

Manage the monthly close process for a portfolio of clients.
Prepare and review financial statements, KPI dashboards, and budget-to-actual analyses.
Oversee reconciliations for bank accounts, credit cards, payroll, and intercompany transactions.

Provide Strategic Client Support

Translate complex financial data into clear, actionable business insights.
Collaborate with the CFO Advisory team to identify trends, risks, and opportunities.
Participate in monthly and quarterly financial review meetings with clients.

Maintain and Improve Processes

Create and refine standard operating procedures and close checklists.
Support onboarding for new clients, including chart of accounts setup and process documentation.
Bringing forth process improvements for both AdvisorOne internally and our clients.
Ensure accuracy and timeliness of deliverables while meeting deadlines.

Team Collaboration & Mentorship

Review junior staff’s work, providing feedback and technical expertise.
Share best practices to improve efficiency, accuracy, and client experience.

Qualifications

Required

Bachelor’s degree in Accounting, Finance, or related field (CPA preferred)
5+ years of relevant accounting experience (public accounting or client advisory experience a plus)
Advanced knowledge of GAAP, accrual, cash, and modified cash accounting
Proficiency in QuickBooks Online, Xero and cloud-based accounting tools (Bill.com, Ramp, Brex, etc.)
Excellent written and verbal communication skills with a focus on client interaction
Strong analytical skills and attention to detail
Ability to manage multiple client engagements in a fast-paced environment

Preferred

Experience in an advisory-focused or startup environment
Familiarity with QuickBooks Desktop / Enterprise migrations to QBO
Prior team leadership or mentorship experience

Why Join AdvisorOne

At AdvisorOne, you’ll be part of a tech-forward, advisory-first firm that values relationships as much as results. You’ll work with high-growth companies, cutting-edge tools, and a collaborative team — all while making a measurable impact on clients’ businesses.

Seniority level