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Sr. Client Advisor (Cloud Accountant & Consultant)

Company: Accountix
Location: Santa Barbara
Posted on: March 13, 2023

Job Description:

Accountix is looking for accountants or consultants that are passionate about entrepreneurs and business. -If you love creating raving fans out of your clients and also love accounting and FP&A, we should talk! -We are looking for those unique accountants that prefer working with clients, not doing the day-to-day accounting. -Accountix is not your grandparents' accounting firm. We're a fully remote accounting and advisory firm headquartered in Santa Barbara, California. -Our team of 15 is a cohesive bunch of tech-savvy problem-solvers that love -what we do.We are a remote company, but are big on culture and being a team. - Great people, benefits, clients, and culture! -What -is a remote Client Advisor?The Client Advisor is ultimately responsible for the happiness of the client and they deliver CFO advice. This advice is usually centered around Financial Planning and Analysis for their group of clients. You'll be responsible for building strong relationships with your clients and delivering coaching, consulting, and advice. -This role is best suited for someone who is a curious problem solver that loves working with numbers and entrepreneurs. -What you'll be up to every day (i.e. job duties)

  • Overall day-to-day ownership and point of contact for a set of assigned client relationships -
  • Perform coaching and deliver business advisory services
  • Prepare forecasts and budgets to advise clients about opportunities in their business
  • Responsible for an excellent client experience and resolving any client satisfaction issues
  • Maintain an excellent working relationship with the Client Accounting Team (Client Controller, Accounting Associates, and Clerks) -
  • Project management of ad-hoc projects for assigned clients
  • Perform Ad Hoc reporting and financial analysis for complex clientsPosition requirements and qualifications -If you lack experience in a particular area, please address why you still think you are a fit and how you will overcome that lack of experience in your cover letter. -
    • Bachelor's degree in Accounting, Finance, or Business-related field preferred -
    • CPA, CMA, MBA, or similar required (deep experience in client accounting services or consulting may be considered as an exception)
    • 3+ years of experience in client accounting services -with a cloud-focused firm
    • Coaching and consulting experience preferred
    • Experience managing client relationships
    • Have a passion for mentoring and coaching
    • Excellent communicator and high emotional IQ
    • Cloud-based technology aptitude (QBO,, Gusto, Karbon, Fathom, and others)
    • US Citizen or Permanent Resident (no exceptions)
    • Be available during core hours of 9am to 4pm Pacific-Time -Minimum requirements for your home office -
      • Quiet and dedicated workspace during core business hours (9am to 4pm Pacific-Time)
        • Frequent internal and external video calls -
        • High-speed and reliable internetWhy join our team? -
          • Culture!
          • Growth opportunities
          • Bonus program based on your performance -
          • Full benefits plan (health, dental, vision, disability, life insurance, and more)
          • 4% contribution to 401(k) with profit sharing potential
          • Flexible schedule and time off - Crush your goals and you can have a lot of freedom - -Powered by JazzHR

Keywords: Accountix, Santa Barbara , Sr. Client Advisor (Cloud Accountant & Consultant), Accounting, Auditing , Santa Barbara, California

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