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Senior Accountant: Client Advising (Fully Remote, Part Time)

Remote, USA Full-time Posted 2025-04-19

Senior Accountant: Client Advising (Fully Remote, Part Time)

About this Job

Join our remote, digital-nomad-run team of small business advisors passionate about helping entrepreneurs thrive. We are a close-knit group of five professionals, embracing flexible schedules while traveling, raising families, and enjoying life.

We pride ourselves on delivering an exceptional client experience, positioning ourselves as strategic advisors??not just accountants. This role will lead client relationships in our Client Accounting Services (CAS) Department, providing accounting expertise, advisory, and cash flow consulting.

Ideal candidates have experience working with small businesses and expertise in Cloud Accounting, CAS, or Tax Prep/Planning.

Job Details

Hours: 25??30 per week

Location: Fully Remote

Pay: $32??$45/hour (based on credentials and experience)

Benefits:
?? 3 weeks PTO + holiday pay
?? Profit share (~10% of annual salary)
?? 401(k)
?? Onboarding & sales incentive bonuses

Candidate Details
?? CPA or EA preferred
?? Bachelor??s in Accounting or Finance
?? 3+ years in a client-facing role
?? Proficiency in QuickBooks Online or Xero
?? Strong Google Sheets skills
?? Outgoing, empathetic, and skilled at explaining complex concepts
?? Financial modeling or budgeting experience

Key Responsibilities
?? Serve as the primary advisor and trusted point of contact for a dynamic portfolio of small business clients, supported by robust systems and a collaborative team
?? Perform month-end reviews in Xero or QuickBooks Online
?? Lead client meetings (quarterly/monthly) to review financials and goals
?? Respond to client inquiries via email or chat
?? Onboard new clients and set up custom accounting infrastructures
?? Coordinate cleanup/catch-up work with the bookkeeping team
?? Analyze data to identify key performance indicators for clients
?? Support payroll setup and manage payroll tax considerations
?? Create budgets, projections, and basic tax calculations
?? Explain small business tax concepts to improve client outcomes
?? Improve processes and document SOPs
?? Represent Gradient Accounting at networking events and conferences
?? Pursue ongoing training on CFO-level services

Values

At Gradient Accounting, our mission is to help shape the lives of entrepreneurs so they can provide value to the market, create jobs and opportunities for others, and become personally free from financial worry.

To do that, we hold sacred the personal values that we demonstrate. Here are the values we expect every Gradient team member to display:
?? Integrity & Accountability - You are honest, truthful, and own up to your mistakes.
?? Dedication to Quality & Service - You spend the extra time required to deliver high quality experiences to our clients. You ask questions, pay attention to details, and are dedicated to following processes.
?? Encouragement & Kindness Always - You try to delight our clients with each interaction and always remember the human being on the other side of the computer screen.
?? A Growth Oriented Mindset - You are a lifelong learner and are excited about developing your professional skills.

Note:

Please submit a resume AND cover letter when applying. Those without a cover letter will not be considered.

Job Type: Part-time

Pay: $65,000.00 - $90,000.00 per year

Expected hours: 25 ?? 30 per week

Benefits:
?? 401(k)
?? 401(k) 3% Match
?? 401(k) matching
?? Flexible schedule
?? On-the-job training
?? Paid time off
?? Retirement plan
?? Work from home

Schedule:
?? Choose your own hours

Supplemental Pay:
?? Bonus opportunities
?? Quarterly bonus

Work Location: Remote

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