Senior Accountant (Client Accounting / Advisory)

About this role

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 proces...