Senior Accountant; Client Services – Small Business​/QuickBooks

Senior Accountant (Client Services – Small Business / Quick Books)

Location: Dexter, MI Hybrid

In-Office Requirement: 3–6 times per year (scheduled in advance) + potential in-office onboarding period

Employment Type: Full-Time

We are a boutique accounting firm serving small business clients across a variety of industries. We are seeking an experienced Accountant with strong Quick Books expertise to join our Client Services team. This role is ideal for a detail-oriented, self-motivated professional who thrives in a remote environment while maintaining exceptional client service standards.

The Accountant will play a key role in ensuring accurate financial reporting, maintaining clean and reconciled books, responding to tax notices, improving internal efficiencies, and supporting clients with timely, professional communication.

• Perform monthly and periodic account reconciliations for multiple small business clients
• Conduct data clean-up and troubleshooting in Excel and Quick Books (Online and/or Desktop)
• Analyze financial records to identify discrepancies and ensure accuracy
• Prepare client-specific reporting in Excel
  , including customized financial analyses and deliverables
• Identify and implement efficiency improvements to client workflows and deliverables to enhance budget adherence and firm profitability
• Monitor engagement progress to ensure work is completed within scope and budget
• Respond to and assist clients with IRS and State Treasury notices
• Provide ad hoc client support as needed
• Collaborate with internal team members and clients using cloud-based systems
• Ensure timely completion and delivery of each client’s defined scope of work
• Maintain organized documentation and uphold firm standards for quality and consistency

• Bachelor’s degree in Accounting
• Minimum 5 years of accounting experience
• Advanced proficiency in Quick Books
• Strong Excel skills (data cleanup, reconciliations, custom reporting, analysis)
• Excellent written and verbal communication skills
• Highly organized, detail-oriented, and deadline-driven
• Self-motivated with the ability to stay productive in a fully remote environment

• Prior Controller-level experience
• Experience in a client-service or public accounting environment
• Experience handling IRS and state tax notices
• Demonstrated ability to improve processes and drive operational efficiency

This position is primarily remote. Most team members and all clients collaborate virtually using cloud-based systems.

• Office space is available if preferred.
• In-person attendance is required approximately 3–6 times per year for team collaboration and IT upgrades (scheduled well in advance).
• There may be a requirement to work in-office for a few weeks during initial onboarding.

We are seeking a professional who:

• Takes ownership of their work
• Communicates clearly and proactively
• Maintains high standards of accuracy
• Thinks critically about improving processes and increasing efficiency
• Thrives in a collaborative but independent setting
• Is committed to delivering excellent service to small business clients