Client Accounting Advisor (CAS)

Client Accounting Advisor (CAS Role)Agate CPARemote (U.S.) — 100% Work From HomeSalary: $130,000Agate CPA is hiring a Client Accounting Advisor to work directly with business clients to bring clarity, organization, and insight to their financial operations.This role is ideal for an experienced accountant who enjoys working with clients, solving real financial problems, and turning messy accounting into clear, reliable financial information . You will manage the accounting work for a portfolio of clients, participate in regular client conversations, and help ensure their financial systems are accurate, organized, and understandable.This is not a traditional bookkeeping role . It requires strong accounting knowledge, sound judgment, and the ability to communicate clearly with clients about their financial information.This is a full-time individual contributor role . It does not supervise employees.Salary & BenefitsSalary: $130,000 per yearEmployee-only health insurance fully paid by Agate401(k) with 6% employer matchFirm-provided computer24 days Paid Time Off annually, accrued monthly. PTO covers vacation, holidays, and sick leave.CPA continuing education and license renewal support (within reasonable range)Required ExperienceCandidates for this role should have the following experience:8+ years of public accounting experience serving multiple business clients simultaneously across a variety of industriesStrong hands-on experience performing full month-end closesAdvanced proficiency in QuickBooks OnlineExperience explaining financial results to business owners or leadership teamsComfort working directly with clients in a client-facing accounting or advisory roleThis role requires experience managing accounting for multiple clients in a public accounting firm environment.Work LocationThis position is 100% work-from-home .Requirements include:Reliable high-speed internetA professional home office environmentAbility to maintain confidentiality of client financial informationThis role is designed to be performed from a home office. If you cannot reliably work from home full time, this role will not be a fit.Core Working HoursMonday – Friday8:00 AM – 5:00 PM Eastern Time or Central TimeThis is an exempt salaried role. Occasional additional hours may be required during busy periods such as month-end close or new client onboarding.ResponsibilitiesClient Accounting Advisors are responsible for the following work for their assigned clients:Accounting WorkTransaction coding and classificationBank and balance sheet reconciliationsBill pay and payroll for certain clientsMaintaining organized accounting systemsResolving routine accounting platform issuesReviewing financial data for accuracy and completenessAssisting with onboarding new accounting clients, including cleaning up their accounting and QBO fileClient CommunicationResponding to client questions via email and client portalParticipating in video meetings with clients (typically monthly)Explaining financial statements clearly and professionallyMaintaining strong client relationshipsTools and Internal SystemsExpert-level proficiency in QuickBooks OnlineExperience with financial platforms such as Gusto, Bill.com, RightTool, Uncat, etc.Strong experience performing month-end closesComfort working in cloud-based accounting environmentsWillingness to test and adopt new software tools and applicationsUpdating workflow tasks daily and participating in daily standups (written updates and meetings)Regular TasksDailyCode accounting transactionsRespond to client questionsResolve routine accounting software issuesUpdate workflow tasksProvide written start-of-day and end-of-day updatesWeeklyComplete reconciliationsReview accounting records for accuracyCommunicate with clients about financial activityMonthlyComplete month-end accounting workReview financial statementsPrepare for and participate in client meetingsPeriodicallyAssist with new client onboardingImplement client-specific financial analysis toolsIdentify opportunities to improve accounting processesSignals of Success in This RoleThe person who does well in the role:Takes ownership of client outcomes, not just assigned tasksPersists in finding clear answers to client questionsWorks effectively through messy or incomplete financial situationsCommunicates frequently and proactively with both clients and team membersHelps bring structure and clarity to complex financial informationIs comfortable participating in challenging or complicated client conversationsEnjoys testing new technology, tools, and workflows that may help clients get better answersFirst 90 Days: What Success Looks LikeFirst 30 DaysYou will become familiar with Agate's systems, tools, and workflows and develop an understanding of your assigned clients. You will be able to locate information, research prior-period activity, and respond to routine questions.First 60 DaysYou will independently manage day-to-day accounting work for your assigned clients, including coding transactions, reconciliations, month-end closes, bill pay, and payroll.First 90 DaysYou will be fully client-facing for your assigned clients. You will lead client meetings, explain financial statements clearly, and respond confidently to accounting-related client questions.Hiring ProcessOur hiring process is designed to ensure strong mutual fit.Resume reviewCandidate questionnaireInitial interviewSimulationSecond interviewCriminal background check and education verificationCPA license verification (if applicable)Reference checksFinal interviewOfferIf this sounds like you, we look forward to hearing from you.#J-18808-Ljbffr