Senior Client Accountant jobs in United States
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Clarity · 2 months ago

Senior Client Accountant

Clarity is a women-owned business providing strategic, financial, and organizational planning services. They are seeking a Senior Client Accountant to manage client financial relationships, deliver accurate reporting, and oversee bookkeepers, while fostering strong client relationships and providing proactive financial insights.

AccountingConsultingFinanceFinancial ServicesHuman Resources

Responsibilities

Act as lead accountant and primary point of contact for assigned clients, managing their accounting needs end-to-end
Train, supervise, and oversee bookkeepers assigned to client accounts, ensuring accuracy, timeliness, and compliance
Compile, analyze, and interpret financial transactions and data
Prepare and maintain accounts in accordance with GAAP
Assist in budgeting and forecasting processes
Manage income and expenditure accounts, recommending corrective actions when needed
Prepare and deliver financial statements and reports
Support federal and grant audits as needed
Ensure compliance with federal, state, and local tax regulations
Manage communication and collaboration with external CPAs
Identify opportunities for improved efficiency and recommend solutions
Deliver excellent client service with clear, proactive communication
Communicate financial insights and solutions clearly to clients and team members
Collaborate with internal staff to ensure smooth financial operations across all accounts

Qualification

AccountingClient managementGAAP knowledgeQuickBooks proficiencyAdvanced Excel skillsFinancial reportingCustomer service orientationCommunication skillsOrganizational skillsAttention to detail

Required

Bachelor's degree in Accounting, Finance, or related field (CPA preferred but not required)
7+ years of accounting experience; experience in client-facing and leadership roles strongly preferred
Candidates with 5+ years of experience who demonstrate exceptional client management skills and supervisory potential will also be considered
Proven ability to own client relationships, deliver financial insights, and oversee staff or bookkeepers
Strong knowledge of accounting regulations and GAAP
Proficiency in QuickBooks Desktop and QuickBooks Online
Advanced Excel skills. Experience with Microsoft suite a plus
Experience with General Ledger, account reconciliation, and financial reporting
Exceptional attention to detail and analytical abilities
Excellent communication and organizational skills
Ability to work independently with minimal supervision
Strong customer service orientation; comfortable working directly with clients

Benefits

401(k) with 4% employer match
Medical, vision, and life insurance coverage, plus Health Savings Account (HSA) options
Paid vacation starting at ~2 weeks your first year and separate sick leave that accrues 1 hour for every 40 hours worked
Fully remote work
Flexible collaboration
Opportunities for professional growth

Company

Clarity

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Clarity is a financial management company that provides accounting, tax preparation, bookkeeping, workshop, and human resource services.

Funding

Current Stage
Early Stage

Leadership Team

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Robert N. Grove, PhD
Consultant & Chief Science Officer
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Company data provided by crunchbase