Accountant, Client Advisory

Club Capital Group

. Serve as the subject matter expert and first point of contact for clients .

Posted 11/9/2026full-timeRemote • United StatesJuniorMid-Level💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in accounting and financial management, with a strong focus on client service and relationship building. Capable of managing multiple clients and projects while delivering high-quality financial statements and reports.

Highest-signal resume keywords

Accounting ExperienceClient Facing RoleFinancial Statement PreparationBudgeting and Revenue TargetingCFO Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingFinancial ReportingMonth-End Close ProcessesBudget PreparationFinancial Analysis

Soft Skills

Excellent Communication SkillsProblem SolvingAttention to DetailOrganizational SkillsClient Relationship Management

Certifications & Qualifications

CFO Certification

Industry Keywords

Public AccountingSmall Business AccountingFinancial PerformanceGrowth SessionsPayroll Management

About the role

Key responsibilities & impact

Serve as the subject matter expert and first point of contact for clients
Review monthly financials, bookkeeping records, and year-end financials
Prepare financial statements to facilitate client decision-making
Manage the bookkeeping team assigned to the client portfolio and oversee month-end close processes
Prepare budgets and revenue targets with clients
Conduct quarterly and ad hoc Growth Sessions to review financial performance, adjust budgets, and identify industry trends
Address payroll questions and concerns and provide first-level troubleshooting
Provide expert guidance and support to clients
Manage personal workload to deliver high-quality work products on time
Communicate with internal and external stakeholders and management regarding performance expectations
Coordinate across teams to keep others informed of client status
Coordinate and oversee monthly accounting and facilitate monthly financial reporting
Grow and expand the client portfolio and advisory services

Requirements

What you’ll need

Minimum of 2 years of accounting experience; bookkeeping, public accounting, small business accounting or similar understanding of accounting and business financials
B.S or M.S in Accounting or Business or equivalent experience
No less than 1 year of related experience in a client facing role
Ability to manage multiple clients, tasks, and projects simultaneously
Solutions driven individual who is exceptional at deadlines and problem solving
Excellent verbal and written communication skills
Well organized and strong attention to detail
Ability to provide exceptional client service while developing lasting client relationships
Willingness to become CFO certified

Benefits

Comp & perks

Fully remote
Competitive compensation package
Medical insurance
Dental insurance
Vision insurance
401k with company match
PTO
Paid holidays
Work/life balance
Opportunity for professional and personal growth