Senior Accountant/Client Advisor
OPEN POSITION
Senior Accountant / Client Advisor (Fully Remote – U.S.)
Salary: $80,000–$110,000Location: Fully Remote (preference for Chicago-area candidates if local)
Type: Full-Time | Hiring Immediately
About the Role:We are seeking a Senior Accountant / Senior Client Advisor to join a fast-growing, modern accounting firm. This is a highly client-facing, advisory-focused role ideal for someone who combines strong accounting fundamentals with exceptional interpersonal skills.
This position goes beyond traditional accounting. You will serve as a trusted advisor to small business owners—helping them understand their financials, tax returns, and business decisions in a clear, confident, and approachable way. This is very much an IQ + EQ role, requiring both technical knowledge and the ability to build meaningful client relationships.
The firm operates fully remotely, offers flexible work hours, and has a collaborative, high-performing team culture.
Key ResponsibilitiesServe as the primary advisor and main point of contact for a portfolio of clients
Lead client meetings to review financial statements and business performance
Review, share, and explain business and personal tax returns (including S-corps)
Prepare accurate financial statements and customized tax projections
Build and maintain long-term client relationships
Review staff accountants' work and provide guidance and feedback
Handle sales tax filings where applicable
Manage deadlines and workflows in a remote environment
QualificationsBachelor's degree in Accounting or Finance
5+ years of public accounting experience (CPA firm experience preferred)
Strong understanding of GAAP and accounting principles
General tax knowledge and experience explaining tax returns to clients
Confident, professional communicator comfortable advising business owners
Tech-savvy and experienced with cloud-based accounting tools
QuickBooks (Desktop & Online) required; Xero a plus
CPA or EA not required, but credentials are welcomed.
Why This RoleFully remote with flexible work hours
Senior, client-facing advisory position
Supportive, collaborative team culture
Competitive pay with growth opportunity
Modern firm with strong systems and processes
Benefits & PerksCompetitive salary range: $80,000–$110,000 (plus 5-7% bonus annually)
Fully remote – work from anywhere in the U.S.Flexible schedule and work-life balance
Health and dental benefits
Retirement plan with employer match
Generous PTO and paid holidays
Opportunity for variable compensation tied to client portfolio growth
Interested or know someone open to a conversation?Reach out for a confidential discussion.
Johnw@wertzandassoc.com