Client Accounting Advisor

Posted 3 days ago

virtual vocationsDenver (CO)

Accountants and AuditorsOther Accounting Services

SENIORITY

Senior

About the role

To support a growing practice, the full-time Client Accounting Advisor will serve as the primary relationship owner for a portfolio of 60-75 clients, delivering proactive insights and strategic guidance while working remotely. Key Responsibilities: Serve as the primary point of contact and trusted advisor for assigned clients, building deep knowledge of their business and financial performance Translate financial data into actionable insights, providing recommendations for growth, profitability, and operational efficiency Deliver high-quality responses to client inquiries and coordinate across internal teams to ensure seamless service delivery Required Qualifications: 5-8+ years of experience in client-facing accounting, advisory, or consulting roles Demonstrated experience managing a client portfolio or book of business Strong understanding of financial statements and business performance drivers Familiarity with tax concepts and their impact on business decisions Proficiency in QuickBooks Online and financial reporting tools preferred

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