The Senior Accountant manages client portfolios, ensures financial accuracy, delivers insights, and optimizes accounting processes. Responsibilities include reconciliation, AP/AR, financial reporting, and leading team development.
Senior Accountant (Client Accounting / Advisory)
Out of the Box Technology
Overview
The Senior Accountant (Client Accounting/Advisory) is a highly skilled accounting professional responsible for managing a portfolio of clients, ensuring financial accuracy, and delivering high-quality financial insights. This role is ideal for someone who thrives in a fast-paced, multi-client environment and brings advanced expertise in QuickBooks Online (QBO) and QuickBooks Desktop (QBD).
This individual operates with a high level of autonomy, serves as a trusted client advisor, and plays a key role in elevating the quality of our accounting deliverables. You’ll partner closely with clients and internal leadership, while helping to create capacity for our Controller team through strong execution and ownership.
Primary Responsibilities
Client Ownership & Advisory
- Serve as the primary point of contact for a portfolio of clients across varying industries and complexity
- Build strong client relationships through proactive communication and financial insight
- Identify process improvements and opportunities to enhance efficiency and scalability
- Translate financial data into clear, actionable insights for clients
Technical Accounting Execution
- Perform and review complex reconciliations (bank, credit card, loans, payroll clearing)
- Own full-cycle AP/AR processes, including invoicing, collections, and vendor management
- Prepare and analyze financial statements (P&L, Balance Sheet, Cash Flow)
- Record and review journal entries and maintain clean, accurate general ledgers
- Troubleshoot discrepancies and ensure audit-ready financials
Systems & Process Optimization
- Set up, optimize, and maintain QBO/QBD files tailored to client needs
- Leverage automation tools and bank feeds to improve efficiency
- Support payroll processing and system integrations where applicable
Close, Compliance & Reporting
- Lead month-end and year-end close processes across client engagements
- Support sales tax tracking, filings, and compliance
- Ensure data accuracy through ongoing review, cleanup, and process discipline
Team Leadership & Development
- Review work prepared by junior team members (Bookkeeper I & II)
- Provide coaching and guidance on best practices and complex transactions
- Contribute to team development and knowledge sharing
Core Competencies
- Client Advisory Mindset: Goes beyond execution to provide insight and guidance
- Multi-Client Ownership: Effectively manages multiple engagements with competing priorities
- Technical Expertise: Strong command of accounting principles and QuickBooks ecosystems
- Communication: Clearly explains financial concepts to non-financial stakeholders
- Process Improvement: Continuously looks for ways to optimize and scale
- Problem Solving: Identifies issues early and drives resolution
- Collaboration: Partners effectively across teams and leadership
Qualifications
- Bachelor’s degree in Accounting, Finance, or equivalent experience
- 4–6+ years of experience in a multi-client, outsourced accounting, or similar environment
- Advanced proficiency in QBO and QBD
- Strong experience with financial reporting, close processes, and reconciliations
- Experience with payroll, sales tax, and client-facing work
- Comfort working in cloud-based accounting systems and technology-driven environments
Top Skills
Quickbooks Desktop
Quickbooks Online
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