Rockstar Accountant & Financial Reviewer - Client Relationships & Clarity

🌟 We’re Hiring : Accountant & Financial Reviewer (Client-Facing) 🌟

Are you the rare accountant who loves both numbers and people?

Do you enjoy helping clients understand their financials — and making complex numbers make sense?

We’re looking for an exceptional Accountant who can :

• ️ Dive deep into financials and uncover insights
• ️ Spot inaccuracies and ensure spotless reporting
• ️ Communicate clearly, confidently, and kindly with our clients
• ️ Make financial conversations approachable, even enjoyable
• ️ Meet deadlines and stay organized by following our proven systems
• ️ Collaborate closely with the team and never hesitate to ask questions

About Us :

We believe great accounting is more than reports and reconciliations — it’s about being a proactive, reliable partner our clients can count on. We’re not just accountants — we’re trusted advisors, problem solvers, and a responsive part of our clients’ team. We combine real human connection with cutting-edge technology to deliver clear answers, quick responses, and smart advice that helps our clients run their businesses with confidence.

The Role :

As our Accountant & Financial Reviewer , you will :

🔎 Review client financial statements for accuracy and clarity

💡 Provide clear, jargon-free insights to help clients understand their numbers

🤝 Build trusted relationships through regular client conversations

📅 Meet deadlines and stay organized by following our awesome, proven systems

💬 Collaborate constantly with our internal team to share knowledge and solve problems

❓ Ask questions, stay curious, and seek support when needed to deliver the best for our clients

Think you’d be a great fit?

We’d love to hear from you — let’s start the conversation!

Requirements

You’ll thrive in this role if you :

✅ Have 3+ years of accounting or financial review experience

✅ Are confident communicating financial concepts to non-financial people

✅ Have a sharp eye for detail and a love of clean, accurate reports

✅ Enjoy building professional, personable client relationships

✅ Are comfortable working in a fast-paced environment with shifting priorities

✅ Have strong experience with QuickBooks Online (QBO)

✅ Value teamwork, meeting deadlines, and following proven systems to stay organized

✅ Aren’t afraid to ask questions and believe in continuous learning

✅ Embrace modern tools and technology to work efficiently

Benefits

💵 Competitive compensation

🏢 In-office work environment with hybrid flexibility

🏋️‍♂️ Bay Club gym membership

💻 Access to the latest technology and tools

🎓 Professional development and training opportunities

🤝 Fun, supportive, and growth-oriented team culture

📈 Opportunities to sharpen both technical and client relationship skills

🌴 Paid time off and holidays

🩺 Health, dental, and vision insurance

💡 401(k) with company match

🎉 Celebration bonuses as the business thrives — we love sharing success with the team!