Our client is a rapidly growing fully remote business advisory firm serving small to mid-sized businesses. The team focuses on helping business owners create companies that work for themnot the other way around. The firm is paperless tech-forward and deeply engaged with clients beyond standard compliance work.
About the Role:
This is a client-facing role supporting small business clients with full-cycle accounting and financial advisory. The right candidate will have the opportunity to make a meaningful impact by helping clients understand their numbers improve operations and make better decisions. This is more than bookkeepingthis is high-touch client support in a collaborative team environment.
Key Responsibilities:
- Provide full-cycle accounting support including reconciliations adjusting journal entries and month-end close
- Maintain and manage multiple client relationships simultaneously
- Prepare and review financial statements; identify and resolve discrepancies
- Coach clients on using QuickBooks Desktop/Online effectively
- Collaborate with internal team members to ensure high-quality service delivery
- Support or participate in business advisory engagements
- Tax preparation experience is needed to assist during tax season
Qualifications :
- 5 years of recent experience in a CPA or business advisory firm (required)
- Experience working directly with small to mid-sized business clients
- Strong communication and organizational skills
- Entrepreneurial mindset and desire to grow within a firm
- Proficiency with Microsoft Office Suite and QuickBooks Online/Desktop (certification preferred)
- Ability to work independently in a remote environment with a dedicated home office
Additional Information :
Benefits:
- Health insurance
- 401(k) with employer match
- Generous PTO paid holidays
- Bonus opportunities
- Professional development assistance
- Casual supportive and collaborative work environment
If you feel you have the necessary qualifications please forward a current copy of your resume and state your salary requirement.
Remote Work :
Yes
Employment Type :
Full-time
Our client is a rapidly growing fully remote business advisory firm serving small to mid-sized businesses. The team focuses on helping business owners create companies that work for themnot the other way around. The firm is paperless tech-forward and deeply engaged with clients beyond standard compl...
Our client is a rapidly growing fully remote business advisory firm serving small to mid-sized businesses. The team focuses on helping business owners create companies that work for themnot the other way around. The firm is paperless tech-forward and deeply engaged with clients beyond standard compliance work.
About the Role:
This is a client-facing role supporting small business clients with full-cycle accounting and financial advisory. The right candidate will have the opportunity to make a meaningful impact by helping clients understand their numbers improve operations and make better decisions. This is more than bookkeepingthis is high-touch client support in a collaborative team environment.
Key Responsibilities:
- Provide full-cycle accounting support including reconciliations adjusting journal entries and month-end close
- Maintain and manage multiple client relationships simultaneously
- Prepare and review financial statements; identify and resolve discrepancies
- Coach clients on using QuickBooks Desktop/Online effectively
- Collaborate with internal team members to ensure high-quality service delivery
- Support or participate in business advisory engagements
- Tax preparation experience is needed to assist during tax season
Qualifications :
- 5 years of recent experience in a CPA or business advisory firm (required)
- Experience working directly with small to mid-sized business clients
- Strong communication and organizational skills
- Entrepreneurial mindset and desire to grow within a firm
- Proficiency with Microsoft Office Suite and QuickBooks Online/Desktop (certification preferred)
- Ability to work independently in a remote environment with a dedicated home office
Additional Information :
Benefits:
- Health insurance
- 401(k) with employer match
- Generous PTO paid holidays
- Bonus opportunities
- Professional development assistance
- Casual supportive and collaborative work environment
If you feel you have the necessary qualifications please forward a current copy of your resume and state your salary requirement.
Remote Work :
Yes
Employment Type :
Full-time
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