Senior Staff Accountant

We are seeking a Senior Accountant who is more than just a numbers person. This critical role combines the technical expertise of an accountant with the charisma to be lovable in the process. You will work closely with a portfolio of small business clients, helping them navigate the complexities of finance with a strategic mindset and hands-on support. Experience working for an accounting firm managing clients is required, and construction industry experience is a definite plus.

What You’ll Do

• Manage a portfolio of small business clients across various industries, acting as their go-to financial advisor.
• Conduct detailed financial reviews with a keen eye for accuracy, compliance, and opportunities for improvement.
• Provide audit-level assurance and build trust with clients by communicating insights clearly and positively.
• Develop and maintain strong client relationships, ensuring their financial goals are met with actionable strategies.
• Oversee financial reporting, including the preparation of monthly financial statements, forecasts, and budgets.
• Collaborate with internal CounselFi teams to deliver seamless CFO, accounting, and bookkeeping services.
• Handle complex accounting tasks, such as reconciliations, payroll oversight, and cost accounting.
• Identify and implement process improvements to enhance efficiency for clients and CounselFi’s internal operations.

About You

• Experience: Minimum 5 years in accounting roles, with at least 3 years managing a client portfolio at an accounting firm.
• Personality: You bring a unique mix of technical expertise and interpersonal charm, making you both a trusted advisor and a joy to work with.
• Skills: Strong knowledge of GAAP, financial reporting, and reconciliation processes. Proficiency in QuickBooks Online and other accounting tools.
• Communication: Exceptional written and verbal communication skills, with the ability to explain complex financial concepts to non-financial stakeholders.
• Industry Knowledge: Experience in construction accounting is a big plus.
• Education: Bachelor’s degree in Accounting, Finance, or related field. CPA designation preferred but not required.
• Attributes: Detail-oriented, proactive, and highly organized with a focus on delivering excellent client service.

What We Offer

• Competitive salary and benefits package.
• Flexible, remote work environment with a supportive and collaborative culture.
• Opportunity to make a meaningful impact on small businesses.
• Growth potential within a fast-growing, innovative company.
• A mission-driven team committed to redefining the back-office experience.

Join Us: If you’re ready to bring your unique blend of expertise, charisma, and passion to a team that’s transforming the Fractional CFO space, we want to hear from you!

Apply today and let’s shape the future of small business finance together.