Senior Client Advisor (Accounting)

Cagayan De Oro - Philippines

Monthly Salary: PHP 40000 - 40000

Experience Required: 1-3years

Posted on: 6 hours ago

Vacancies: 1 Vacancy

Job Summary

This is a remote position.

Position Summary

The Senior Client Advisor will work within the Client Fulfillment Department and will be responsible for managing a dedicated book of clients while delivering high-quality accounting and advisory services. This role serves as the primary point of contact for clients and requires strong leadership technical accounting expertise and the ability to manage both client relationships and internal bookkeeping teams.

Key Responsibilities

1. Manage client relationships on a weekly and monthly basis.

2. Serve as the primary point of contact for Bookkeeper360 clients.

3. Conduct monthly financial reviews and provide financial insights to business owners.

4. Manage tight deadlines across multiple accounting activities including general ledger maintenance month-end close and financial reporting.

5. Lead and manage 13 bookkeepers responsible for transactional accounting tasks such as AP/AR expense categorization and reconciliations.

6. Delegate review and ensure accuracy and timeliness of bookkeeping work.

7. Reconcile tax returns to books and accounting records.

8. Deliver exceptional client service on time and within budget.

9. Complete backlog or cleanup projects efficiently and accurately.

10. Communicate regularly with management regarding financial close accounting issues and deliverables.

11. Utilize multiple cloud-based accounting platforms and integrated add-ons.

12. Set up and manage cloud technology integrations.

13. Review workflows and business operations and recommend technology and app solutions to improve efficiency.

Requirements

Qualifications & Skills

1. Strong background in accounting and client-facing financial services.

2. Ability to manage multiple clients and deadlines with a high sense of urgency.

3. Proven leadership experience managing bookkeepers or accounting staff.

4. Excellent communication skills both written and verbal.

5. Comfortable working in a fully remote cloud-based accounting environment.

6. Tech-forward mindset with the ability to learn and adopt new tools quickly.

Benefits

Why Youll Love Being Part of the Team

Youre not just taking a job youre stepping into a role where your growth security and peace of mind actually matter. Here is the total package weve built for you:

Required Skills:

Qualifications & Skills Strong background in accounting and client-facing financial services. Ability to manage multiple clients and deadlines with a high sense of urgency. Proven leadership experience managing bookkeepers or accounting staff. Excellent communication skills both written and verbal. Comfortable working in a fully remote cloud-based accounting environment. Tech-forward mindset with the ability to learn and adopt new tools quickly.

Required Education:

This is a remote position.Position SummaryThe Senior Client Advisor will work within the Client Fulfillment Department and will be responsible for managing a dedicated book of clients while delivering high-quality accounting and advisory services. This role serves as the primary point of contact ...

This is a remote position.

Position Summary

Key Responsibilities

1. Manage client relationships on a weekly and monthly basis.

2. Serve as the primary point of contact for Bookkeeper360 clients.

3. Conduct monthly financial reviews and provide financial insights to business owners.

4. Manage tight deadlines across multiple accounting activities including general ledger maintenance month-end close and financial reporting.

5. Lead and manage 13 bookkeepers responsible for transactional accounting tasks such as AP/AR expense categorization and reconciliations.

6. Delegate review and ensure accuracy and timeliness of bookkeeping work.

7. Reconcile tax returns to books and accounting records.

8. Deliver exceptional client service on time and within budget.

9. Complete backlog or cleanup projects efficiently and accurately.

10. Communicate regularly with management regarding financial close accounting issues and deliverables.

11. Utilize multiple cloud-based accounting platforms and integrated add-ons.

12. Set up and manage cloud technology integrations.

13. Review workflows and business operations and recommend technology and app solutions to improve efficiency.

Requirements

Qualifications & Skills

1. Strong background in accounting and client-facing financial services.

2. Ability to manage multiple clients and deadlines with a high sense of urgency.

3. Proven leadership experience managing bookkeepers or accounting staff.

4. Excellent communication skills both written and verbal.

5. Comfortable working in a fully remote cloud-based accounting environment.

6. Tech-forward mindset with the ability to learn and adopt new tools quickly.

Benefits

Why Youll Love Being Part of the Team

Youre not just taking a job youre stepping into a role where your growth security and peace of mind actually matter. Here is the total package weve built for you:

Required Skills:

Required Education:

Company Industry

IT Services and IT Consulting

Key Skills

Business Development
B2B Sales
Accounting & Finance
B2C
Sales Advisor
Critical thinking
Account Management
Advisory
Communication
Microsoft Excel
Telesales
Database Administration
Problem Solving Skills
ACCA
Data Analysis

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Senior Client Advisor (Accounting)

Cagayan De Oro - Philippines

Job Summary

Position Summary

Requirements

Qualifications & Skills

Benefits

Position Summary

Requirements

Qualifications & Skills

Benefits

Company Industry

Key Skills

About Company

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