Senior 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 StatesSenior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in accounting and client advisory services, with a strong focus on financial statement preparation, budget management, and client relationship development. Proven ability to lead teams, manage multiple projects, and deliver high-quality results under tight deadlines.

Highest-signal resume keywords

Accounting ExperienceClient-Facing RoleFinancial Statement PreparationTeam ManagementCFO Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingFinancial AnalysisBudget PreparationMonth-End Close ProcessesPayroll Management

Soft Skills

Exceptional Client ServiceDeadline ManagementProblem-SolvingVerbal CommunicationWritten Communication

Certifications & Qualifications

CFO Certification

Industry Keywords

Financial PerformanceClient Portfolio ManagementGrowth SessionsPublic AccountingSmall Business Accounting

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
Conduct review and growth calls with clients
Prepare financial statements to facilitate client decision-making
Manage the bookkeeping team assigned to the client portfolio
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
Lead and/or mentor other Client Advisors
Address payroll questions and provide first-level troubleshooting
Provide expert guidance and support to clients
Manage 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
Grow and expand the client portfolio and advisory services

Requirements

What you’ll need

4+ years of accounting experience, including bookkeeping, public accounting, or small business accounting (Required)
B.S. or M.S. in Accounting or Business or equivalent experience
3+ years of related experience in a client-facing role
Ability to manage multiple clients, tasks, and projects simultaneously
Exceptional deadline management and problem-solving skills
Excellent verbal and written communication skills
Ability to provide exceptional client service and develop 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