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 & Benefits

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)
  

Required Experience

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 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
• This role requires experience managing accounting for multiple clients in a public accounting firm environment.

Work Location

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.

Core Working Hours

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.

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)

Regular Tasks

Daily

• 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

Weekly

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

Monthly

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

Periodically

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

Signals of Success in This Role

The person who does well in the 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

Our hiring process is designed to ensure strong mutual fit.

• 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

If this sounds like you, we look forward to hearing from you.