Title: CPA Required - Client Advisor

Location: Greenville, SC

In this role, you'll work directly with business owners, helping them understand their numbers, improve profitability, plan for taxes, and make better financial decisions. You'll also lead a team of two bookkeepers and oversee the financial needs of up to 60 clients.

What You'll Do

Advise clients on financial performance and business decisions

Review financial statements and identify opportunities

Assist with budgeting, forecasting, and tax planning

Benchmark client performance

Lead and support two bookkeepers

Review bookkeeping and perform tax reconciliations

Review, critique, and sign off on insurance audits

Review, critique, and sign off on financial audits

Assist with bookkeeping and special projects as needed

What We're Looking For

Active CPA license in good standing - required

2+ years of bookkeeping or accounting experience within the last 10 years

Strong accounting and financial reporting knowledge

Proficiency in QuickBooks Online

Strong communication and client relationship skills

Organized, detail-oriented, and able to manage multiple priorities

Bonus experience: Construction/home-service accounting, ServiceTitan, HouseCall Pro, Hubdoc, LivePlan, or accounting team leadership.

Training & Probation

Training consists of 320 hours within a 90-day probationary period. Training pay is $29.50-$34.50/hour based on experience.

Background check and drug screening required.

Why This Role?

If you enjoy solving problems, working with business owners, and turning financial data into meaningful advice, this could be the opportunity for you.

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)

Dental insurance

Health insurance

Life insurance

Paid time off

Vision insurance

Application Question(s):

Willing to undergo a background check and drug screen?

Experience:

Bookkeeping: 2 years (Required)

QuickBooks Online: 1 year (Required)

Language:

Spanish (Preferred)

Work Location: In person