Senior Accountant (Client Accounting / Advisory) at Out of the Box | Torre
Senior Accountant (Client Accounting / Advisory)
Report
Out of the Box

Senior Accountant (Client Accounting / Advisory)

Out of the Box
Emma
Emma
You'll elevate client success and financial clarity, advising diverse businesses with advanced accounting expertise.
Emma highlights
This highlight was written by Emma’s AI. Ask Emma to edit it.
Full-time

Legal agreement: Employment

Compensation
USD85k - 95k/year
location_on
Remote (for United States residents)
Match
skeleton-gauges
You have opted out of job matches in .
To undo this, go to the 'Skills and Interests' section of your preferences.
Review preferences
Shared by
Emma of Torre.ai
 2 months ago

Requirements and responsibilities

OverviewOut 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 ResponsibilitiesClient Ownership & AdvisoryServe as the primary point of contact for a portfolio of clients across varying industries and complexityBuild strong client relationships through proactive communication and financial insightIdentify process improvements and opportunities to enhance efficiency and scalabilityTranslate financial data into clear, actionable insights for clientsTechnical Accounting ExecutionPerform and review complex reconciliations (bank, credit card, loans, payroll clearing)Own full-cycle AP/AR processes, including invoicing, collections, and vendor managementPrepare and analyze financial statements (P&L, Balance Sheet, Cash Flow)Record and review journal entries and maintain clean, accurate general ledgersTroubleshoot discrepancies and ensure audit-ready financialsSystems & Process OptimizationSet up, optimize, and maintain QBO/QBD files tailored to client needsLeverage automation tools and bank feeds to improve efficiencySupport payroll processing and system integrations where applicableClose, Compliance & ReportingLead month-end and year-end close processes across client engagementsSupport sales tax tracking, filings, and complianceEnsure data accuracy through ongoing review, cleanup, and process disciplineTeam Leadership & DevelopmentReview work prepared by junior team members (Bookkeeper I & II)Provide coaching and guidance on best practices and complex transactionsContribute to team development and knowledge sharingCore CompetenciesClient Advisory Mindset: Goes beyond execution to provide insight and guidanceMulti-Client Ownership: Effectively manages multiple engagements with competing prioritiesTechnical Expertise: Strong command of accounting principles and QuickBooks ecosystemsCommunication: Clearly explains financial concepts to non-financial stakeholdersProcess Improvement: Continuously looks for ways to optimize and scaleProblem Solving: Identifies issues early and drives resolutionCollaboration: Partners effectively across teams and leadershipQualificationsBachelor’s degree in Accounting, Finance, or equivalent experience4–6+ years of experience in a multi-client, outsourced accounting, or similar environmentAdvanced proficiency in QBO and QBDStrong experience with financial reporting, close processes, and reconciliationsExperience with payroll, sales tax, and client-facing workComfort working in cloud-based accounting systems and technology-driven environments
This job opening is closed.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)

Thank you

Thank you

check_circle

Payment confirmed

Torre Hunt

Torre Hunt

A member of the Torre team will contact you shortly

In the meantime, continue adding information to your job opening.