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About the role

Passionate about empowering small business owners, the full-time Senior Accountant Advisory will manage a portfolio of clients, providing expert financial guidance, overseeing monthly accounting, and facilitating growth sessions in a remote environment.
Key responsibilities: Serve as the primary point of contact for clients, reviewing financial statements and conducting growth calls Prepare financial statements and manage the bookkeeping team for month-end close processes Conduct quarterly Growth Sessions with clients to review financial performance and adjust budgetsRequired qualifications 4+ years of accounting experience, including bookkeeping and public accounting B.S. or M.S. in Accounting or Business, or equivalent experience 3+ years of experience in a client-facing role Ability to manage multiple clients and projects simultaneously Desire to grow client portfolio and willingness to pursue CFO certification

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JOB OVERVIEW

Experience level

Senior

Location

New York, NY

Occupation

Accountants and Auditors

Industry

Other Accounting Services

Posted

today

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