Rockstar Accountant & Financial Reviewer - Client Relationships & Clarity

🌟 We’re Hiring: Accountant & Financial Reviewer (Client-Facing) 🌟 Are you the rare accountant who loves both numbers and people? Do you enjoy helping clients understand their financials — and making complex numbers make sense? We’re looking for an exceptional Accountant who can: ✔️ Dive deep into financials and uncover insights ✔️ Spot inaccuracies and ensure spotless reporting ✔️ Communicate clearly, confidently, and kindly with our clients ✔️ Make financial conversations approachable, even enjoyable ✔️ Meet deadlines and stay organized by following our proven systems ✔️ Collaborate closely with the team and never hesitate to ask questions About Us: We believe great accounting is more than reports and reconciliations — it’s about being a proactive, reliable partner our clients can count on. We’re not just accountants — we’re trusted advisors, problem solvers, and a responsive part of our clients’ team. We combine real human connection with cutting-edge technology to deliver clear answers, quick responses, and smart advice that helps our clients run their businesses with confidence. The Role: As our Accountant & Financial Reviewer, you will: 🔎 Review client financial statements for accuracy and clarity 💡 Provide clear, jargon-free insights to help clients understand their numbers 🤝 Build trusted relationships through regular client conversations 📅 Meet deadlines and stay organized by following our awesome, proven systems 💬 Collaborate constantly with our internal team to share knowledge and solve problems ❓ Ask questions, stay curious, and seek support when needed to deliver the best for our clients Think you’d be a great fit? We’d love to hear from you — let’s start the conversation! Requirements You’ll thrive in this role if you: ✅ Have 3+ years of accounting or financial review experience ✅ Are confident communicating financial concepts to non-financial people ✅ Have a sharp eye for detail and a love of clean, accurate reports ✅ Enjoy building professional, personable client relationships ✅ Are comfortable working in a fast-paced environment with shifting priorities ✅ Have strong experience with QuickBooks Online (QBO) ✅ Value teamwork, meeting deadlines, and following proven systems to stay organized ✅ Aren’t afraid to ask questions and believe in continuous learning ✅ Embrace modern tools and technology to work efficiently Benefits 💵 Competitive compensation 🏢 In-office work environment with hybrid flexibility 🏋️‍♂️ Bay Club gym membership 💻 Access to the latest technology and tools 🎓 Professional development and training opportunities 🤝 Fun, supportive, and growth-oriented team culture 📈 Opportunities to sharpen both technical and client relationship skills 🌴 Paid time off and holidays 🩺 Health, dental, and vision insurance 💡 401(k) with company match 🎉 Celebration bonuses as the business thrives — we love sharing success with the team!