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Role Description

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.

Qualifications

• 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

Requirements

• Reliable high-speed internet
• A professional home office environment
• Ability to maintain confidentiality of client financial information

Benefits

• Salary: $110,000 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)

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)

Signals of Success in This 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

• 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