Remote Senior Accountant, Advisor

$78,000 - $84,000/Yr

Accountingfly - Chicago, IL

Full-time - Mid Level

Onsite - Chicago, IL

About the position

The Remote Senior Accountant, Advisor position at a progressive cloud-based CPA firm involves delivering advisory services to multiple small business clients. This fully remote role focuses on helping clients understand their financials to make informed business decisions, without the responsibility of preparing annual tax returns. The firm emphasizes regular training and career growth, making it ideal for individuals eager to learn and communicate effectively with clients.

Responsibilities

• Manage client relationships; meet with clients to deliver financials
• Facilitate quarterly client meetings, interpret and review financials
• Produce custom tax projections for each client; will train on this
• Answer client questions as needed
• Solve complex accounting problems and questions and identify the next steps to getting the problem(s) solved
• Effectively manage deliverables of the production team; ensure financials being produced timely and accurately
• Review staff accountant's work for accuracy, and train staff accountant on any corrections needed
• Manage workflow and schedule to ensure timely client meetings

Requirements

• 5+ years of recent public accounting experience, working with multiple clients
• Bachelor's Degree in Accounting or Finance
• Prior experience working remotely
• Self-starter
• Ability to communicate with clients effectively and strong verbal and written skills
• Well-versed in Quickbooks Online and Xero

Nice-to-haves

• EA or CPA, nice to have (not required)
• Experience using Quickbooks Desktop and/or Thomason Reuters suite

Benefits

• A fast-growing, progressive firm
• Fully remote role - no commute!
• Flexible schedule; results-focused workplace
• Regular training programs to help you succeed in your role
• Competitive salary
• Health and dental benefits
• Retirement plan with employer match
• Generous PTO
• Paid holidays