Senior Client Advisor - Client Accountant at JTH Tax LLC

, , Mexico -

Full Time

Start Date

Immediate

Expiry Date

23 Dec, 25

Salary

0.0

Posted On

24 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Management, Financial Reporting, Team Leadership, Cloud-Based Accounting, General Ledger, Month-End Close, Tax Reconciliation, Delegation, Technology Integration, E-Commerce Experience, Public Accounting, Consulting, Accrual Basis Reporting, Small Business Support, Accounting Software, Workflow Optimization

Industry

Accounting

Description

About Bookkeeper 360: Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services, powered by AI-driven insights. Since 2012, we’ve been a trusted partner to thousands of business owners and have earned recognition from NerdWallet, Forbes, and Entrepreneur as a top bookkeeping solution. We’re proud to be named one of Accounting Today’s 2024 Best Firms to Work For and a Fastest Growing Company by Inc. 5000. With a 4.8-star Google rating from 1,000+ clients, we’re growing fast and expanding our team to meet demand. About the role: This position works within our client fulfillment department. You will be responsible for managing your own book of clients and are responsible for delivering our services. What you'll do: Manage client relationships weekly and monthly. Is the primary point of contact for Bookkeeper360 clients. Interact with business owners, providing them monthly financial reviews, or, as needed by the client. Must have a sense of urgency to address tight deadlines with a multitude of accounting activities, including general ledger, month-end close functions, and financial reporting. Manage and lead 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc. Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy Reconcile tax returns to books and records Deliver exceptional service on time and on budget Complete any back work projects in an efficient, timely manner Routinely communicate with your manager relating to financial close, accounting issues, and deliverables Leverage multiple cloud-based accounting systems and integrated add-ons to provide accounting services for our clients Set up and manage cloud technology integrations Review workflow and business operations, and make technology and app recommendations to increase efficiencies Gets you to the top of the list: A passion for helping small businesses 3-5 years experience overseeing the work of bookkeepers or staff accountants Bachelor’s degree in Accounting, or a related field (BS/MS/MBA preferred) Experience working in e-commerce, product companies, technology, professional service businesses, and real estate industries Cloud-based accounting experience Public accounting experience Consulting experience Expertise in accrual basis financial reporting Bonus: Experience in public accounting or working in a remote, tech-forward environment

Responsibilities

The Senior Client Advisor is responsible for managing client relationships and delivering accounting services. This includes overseeing a team of bookkeepers and ensuring timely and accurate financial reporting.