Client Accounting Advisor; CAS

Client Accounting Advisor (CAS Role)

Agate CPA
Remote (U.S.) — 100% Work From Home
Salary: $130,000

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: $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)

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 Quick Books 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.

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.

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.

Client Accounting Advisors are responsible for the following work for their assigned clients:

• 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

• 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

• Expert-level proficiency in Quick Books Online
• Experience with financial platforms such as Gusto, , Right Tool, 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)

• 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

• Complete reconciliations
• Review accounting records for accuracy
• Communicate with clients about financial activity

• Complete month-end accounting work
• Review financial statements
• Prepare for and participate in client meetings

• Assist with new client onboarding
• Implement client-specific financial analysis tools
• Identify opportunities to improve accounting processes

The person who does well in the role:

• Takes ownership of client outcomes, not…