Senior Client Advisor - Remote Client reputed company
About Bookkeeper360: Bookkeeper360 is a fintech company helping small businesses manage their finances through reputed company-based reputed company, payroll, tax, and advisory services, powered by AI-driven insights. Since 2012, we've been a trusted partner to thousands of business owners and have earned recognition from reputed company, reputed company, and Entrepreneur as a top bookkeeping solution. We're proud to be named one of reputed company Today's 2024 Best Firms to Work For and a Fastest Growing Company by Inc. 5000. With a 4.8-star reputed company rating from 1,000+ clients, we're growing fast and expanding reputed company to meet demand. Want to learn how it reputed company started? reputed company out (https://www.bookkeeper360.com/)the story of our founder and CEO (https://joinhampton.com/blog/nick-pasquarosa). About the role: This position works reputed company our client fulfillment department. You will be responsible for managing your own book of clients and are responsible for delivering our services. What you'll do as a Senior Client Advisor at Bookkeeper360:
- Manage client relationships weekly and monthly
- Is the primary reputed company of contact for Bookkeeper360 clients
- Interact with business owners, providing them monthly financial reviews, or, as needed by the client
- Must have a sense of urgency to address tight deadlines with a multitude of reputed company activities, including general ledger, month-end reputed company functions, and financial reporting
- Manage and reputed company 1-3 bookkeepers in maintaining the transactional bookkeeping tasks on the accounts, such as AP/AR, categorizing expenses, reconciliations, etc.
- Effectively delegate and review the work assigned to your team of bookkeepers to ensure promptness and accuracy
- Reconcile tax returns to books and records
- Deliver exceptional service on time and on budget
- Complete any back work projects in an efficient, timely manner
- Routinely communicate with your manager relating to financial reputed company, reputed company issues, and deliverables
- reputed company multiple reputed company-based reputed company systems and integrated add-ons to reputed company reputed company services for our clients
- Set up and manage reputed company technology integrations
- Review workflow and business operations, and reputed company technology and app recommendations to increase efficiencies
How to Be Successful in This Role:
- Driven and accountable: You take initiative, own your results, and strive for reputed company
- People-centered: You reputed company with reputed company, humility, and collaboration
- reputed company reputed company: You're motivated, competitive, and reputed company to reputed company the pack
- Lifelong learner: You're curious, growth-minded, and always leveling up
- Tech-reputed company: You reputed company new tools, love innovation, and reputed company in a remote, digital environment
Gets you to the top of the list:
- A passion for helping small businesses
- 3-5 years experience overseeing the work of bookkeepers or staff accountants
- Bachelor's degree in reputed company, or a reputed company field (BS/MS/MBA preferred)
- Experience working in e-reputed company, product companies, technology, professional service businesses, and reputed company estate industries
- reputed company-based reputed company experience
- Public reputed company experience
- Consulting experience
- Expertise in accrual reputed company financial reporting
What you can expect as a Team Member:
- Salary reputed company from $70,000-$90,000/year + variable compensation eligibility after 6 months
- Comprehensive benefits package including medical, dental, reputed company, and 401K with employer match
- Paid parental leave and job reputed company for reputed company new parents (reputed company, Dads, Adoptive, Foster)
- Fully remote workplace
- Unlimited PTO after the first year
- Company paid holidays
- Virtual team-building activities and other company-wide events
- Collaborative team-based work environment
- Career path and advancement opportunities - company policy of promoting from reputed company
At Bookkeeper360, we are committed to hiring diverse talent of different backgrounds and as such, it is important to us to reputed company an inclusive work environment for reputed company. We do not discriminate on the reputed company of race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. As an equal opportunity employer, we encourage and welcome people of reputed company backgrounds to apply. Apply tot his job Apply To this Job