What are the responsibilities and job description for the Client Advisor position at Waterford Business Solutions?
We are seeking a self-motivated and detail-oriented bookkeeping professional with experience in QuickBooks Online and financial advisement. This position involves meeting with and advising up to 60 clients on their financial reports and status while leading and managing a team of bookkeepers.
Training pay will be based on experience and paid at $20-$25 per hour during the training and probationary periods.
Key Responsibilities:
- Meet with clients to review and analyze financial reports
- Provide financial insights and recommendations for improving business performance
- Monitor client expenses and provide advisory support
- Benchmark client financials against industry competitors
- Assist clients with budget planning and forecasting
- Advise clients on recommended quarterly tax payments and planning for tax savings
- Oversee and manage a team of two (2) bookkeepers handling client accounts
- Perform tax reconciliations and track prepayments for accrual accounting
- Assisting with bookkeeping as needed
- Assist with writing blog posts and other duties required by management
Qualifications:
- At least two (2) years of bookkeeping experience within the last ten (10) years
- Strong business and accounting knowledge with a positive job history
- Ability to communicate financial insights effectively with clients
- Strong proficiency in QuickBooks Online
- Leadership experience in managing bookkeeping teams is preferred
- Experience in construction accounting is a plus but not required
- Experience in Housecall Pro, ServiceTitan, HubDoc, and LivePlan are a plus but not required
Training & Probationary Period:
- The training period consists of 320 hours and is designed to ensure full mastery of essential concepts and job functions
- The probationary period is 90 days, during which the training period takes place
- Successful completion of the training period is required to continue beyond probation
Additional Requirements:
- Must be able to pass a drug test and background check
If you're ready to take on a leadership role, helping clients succeed while managing a dedicated team, we encourage you to apply today!
Job Type: Full-time
Pay: $50,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- 401(k) 4% Match
- Dental insurance
- Disability insurance
- Gym membership
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Application Question(s):
- Willing to undergo a background check and drug screen?
Experience:
- Bookkeeping: 2 years (Required)
- QuickBooks Online: 1 year (Required)
Language:
- Spanish (Preferred)
Work Location: In person
Salary : $50,000 - $65,000
