Phaxis ยท 1 day ago
Senior Client Advisor
United States
Full-time
Remote
Mid, Senior Level
3+ years expPhaxis is a growing fintech company that helps businesses with accounting and advisory services. They are seeking a Senior Client Advisor to manage a portfolio of clients, delivering high-quality financial services and overseeing a team of bookkeepers in a fast-paced, cloud-based environment.
DeliveryHuman ResourcesStaffing Agency
Responsibilities
Own client relationships and act as the primary point of contact
Deliver monthly financial reviews, close processes, and accurate financial reporting
Lead and review the work of 1-3 bookkeepers across AP/AR, reconciliations, and transaction processing
Manage month-end close, general ledger, and accrual-based accounting
Reconcile tax returns to financial records and resolve discrepancies
Drive service quality, timeliness, and budget adherence
Implement and manage cloud accounting tools and integrations
Identify process improvements and recommend technology to increase efficiency
Qualification
Required
3+ years experience leading bookkeepers or staff accountants
Bachelor's degree in Accounting or related field
Experience with cloud-based accounting platforms
Background in public accounting, consulting, or professional services
Strong accrual accounting expertise; experience across SMB, tech, e-commerce, or real estate a plus
Company
Phaxis
Phaxis is one of the nation's leading recruiting and consulting firms.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Seth Friedland
CEO
E
Erik DiGiacomo
President
Company data provided by crunchbase