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Client Accounting Advisor (CAS)
Agate CPA
- New York, New York, United States
- New York, New York, United States
Über
Agate CPA is hiring a
Client Accounting Advisor
to work directly with business clients to bring clarity, organization, and insight to their financial operations.
This role is ideal for an experienced accountant who enjoys
working with clients, solving real financial problems, and turning messy accounting into clear, reliable financial information . You will manage the accounting work for a portfolio of clients, participate in regular client conversations, and help ensure their financial systems are accurate, organized, and understandable.
This is
not a traditional bookkeeping role . It requires strong accounting knowledge, sound judgment, and the ability to communicate clearly with clients about their financial information.
This is a
full-time individual contributor role . It does not supervise employees.
Salary & Benefits Salary:
$130,000 per year
Employee-only health insurance fully paid by Agate
401(k) with 6% employer match
Firm-provided computer
24 days Paid Time Off annually, accrued monthly. PTO covers vacation, holidays, and sick leave.
CPA continuing education and license renewal support (within reasonable range)
Required Experience Candidates for this role should have the following experience:
8+ years of public accounting experience serving multiple business clients simultaneously across a variety of industries
Strong hands-on experience performing full month-end closes
Advanced proficiency in QuickBooks Online
Experience explaining financial results to business owners or leadership teams
Comfort working directly with clients in a client-facing accounting or advisory role
This role requires experience managing accounting for multiple clients in a public accounting firm environment.
Work Location This position is
100% work-from-home .
Requirements include:
Reliable high-speed internet
A professional home office environment
Ability to maintain confidentiality of client financial information
This role is designed to be performed from a home office. If you cannot reliably work from home full time, this role will not be a fit.
Core Working Hours Monday – Friday 8:00 AM – 5:00 PM Eastern Time or Central Time
This is an exempt salaried role. Occasional additional hours may be required during busy periods such as month-end close or new client onboarding.
Responsibilities Client Accounting Advisors are responsible for the following work for their assigned clients:
Accounting Work
Transaction coding and classification
Bank and balance sheet reconciliations
Bill pay and payroll for certain clients
Maintaining organized accounting systems
Resolving routine accounting platform issues
Reviewing financial data for accuracy and completeness
Assisting with onboarding new accounting clients, including cleaning up their accounting and QBO file
Client Communication
Responding to client questions via email and client portal
Participating in video meetings with clients (typically monthly)
Explaining financial statements clearly and professionally
Maintaining strong client relationships
Tools and Internal Systems
Expert-level proficiency in QuickBooks Online
Experience with financial platforms such as Gusto, Bill.com, RightTool, Uncat, etc.
Strong experience performing month-end closes
Comfort working in cloud-based accounting environments
Willingness to test and adopt new software tools and applications
Updating workflow tasks daily and participating in daily standups (written updates and meetings)
Regular Tasks Daily
Code accounting transactions
Respond to client questions
Resolve routine accounting software issues
Update workflow tasks
Provide written start-of-day and end-of-day updates
Weekly
Complete reconciliations
Review accounting records for accuracy
Communicate with clients about financial activity
Monthly
Complete month-end accounting work
Review financial statements
Prepare for and participate in client meetings
Periodically
Assist with new client onboarding
Implement client-specific financial analysis tools
Identify opportunities to improve accounting processes
Signals of Success in This Role The person who does well in the role:
Takes ownership of client outcomes, not just assigned tasks
Persists in finding clear answers to client questions
Works effectively through messy or incomplete financial situations
Communicates frequently and proactively with both clients and team members
Helps bring structure and clarity to complex financial information
Is comfortable participating in challenging or complicated client conversations
Enjoys testing new technology, tools, and workflows that may help clients get better answers
First 90 Days: What Success Looks Like First 30 Days You will become familiar with Agate’s systems, tools, and workflows and develop an understanding of your assigned clients. You will be able to locate information, research prior-period activity, and respond to routine questions.
First 60 Days You will independently manage day-to-day accounting work for your assigned clients, including coding transactions, reconciliations, month-end closes, bill pay, and payroll.
First 90 Days You will be fully client-facing for your assigned clients. You will lead client meetings, explain financial statements clearly, and respond confidently to accounting-related client questions.
Hiring Process Our hiring process is designed to ensure strong mutual fit.
Resume review
Candidate questionnaire
Initial interview
Simulation
Second interview
Criminal background check and education verification
CPA license verification (if applicable)
Reference checks
Final interview
Offer
If this sounds like you, we look forward to hearing from you.
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Sprachkenntnisse
- English
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