Senior Accountant (Client Accounting / Advisory)

Senior Accountant (Client Accounting / Advisory)

Out of the Box Technology

Overview

The Senior Accountant (Client Accounting/Advisory) is a highly skilled accounting professional responsible for managing a portfolio of clients, ensuring financial accuracy, and delivering high-quality financial insights. This role is ideal for someone who thrives in a fast-paced, multi-client environment and brings advanced expertise in QuickBooks Online (QBO) and QuickBooks Desktop (QBD).

This individual operates with a high level of autonomy, serves as a trusted client advisor, and plays a key role in elevating the quality of our accounting deliverables. You’ll partner closely with clients and internal leadership, while helping to create capacity for our Controller team through strong execution and ownership.

Primary Responsibilities

Client Ownership & Advisory

Serve as the primary point of contact for a portfolio of clients across varying industries and complexity

Build strong client relationships through proactive communication and financial insight

Identify process improvements and opportunities to enhance efficiency and scalability

Translate financial data into clear, actionable insights for clients

Technical Accounting Execution

Perform and review complex reconciliations (bank, credit card, loans, payroll clearing)

Own full-cycle AP/AR processes, including invoicing, collections, and vendor management

Prepare and analyze financial statements (P&L, Balance Sheet, Cash Flow)

Record and review journal entries and maintain clean, accurate general ledgers

Troubleshoot discrepancies and ensure audit-ready financials

Systems & Process Optimization

Set up, optimize, and maintain QBO/QBD files tailored to client needs

Leverage automation tools and bank feeds to improve efficiency

Support payroll processing and system integrations where applicable

Close, Compliance & Reporting

Lead month-end and year-end close processes across client engagements

Support sales tax tracking, filings, and compliance

Ensure data accuracy through ongoing review, cleanup, and process discipline

Team Leadership & Development

Review work prepared by junior team members (Bookkeeper I & II)

Provide coaching and guidance on best practices and complex transactions

Contribute to team development and knowledge sharing

Core Competencies

Client Advisory Mindset:
Goes beyond execution to provide insight and guidance

Multi-Client Ownership:
Effectively manages multiple engagements with competing priorities

Technical Expertise: Strong command of accounting principles and QuickBooks ecosystems

Communication:
Clearly explains financial concepts to non-financial stakeholders

Process Improvement:
Continuously looks for ways to optimize and scale

Problem Solving:
Identifies issues early and drives resolution

Collaboration:
Partners effectively across teams and leadership

Qualifications

Bachelor’s degree in Accounting, Finance, or equivalent experience

4–6+ years of experience in a multi-client, outsourced accounting, or similar environment

Advanced proficiency in QBO and QBD

Strong experience with financial reporting, close processes, and reconciliations

Experience with payroll, sales tax, and client-facing work

Comfort working in cloud-based accounting systems and technology-driven environments