Senior Accountant – Client Advisory (Small Business Focus)

About the role

We don’t just produce financials, we help business owners understand them, trust them, and use them to grow. We’re looking for a strategic, client-facing accountant who wants to go beyond the numbers and become a true advisor to small businesses.

Responsibilities

• Act as the primary accounting advisor for a portfolio of small business clients
• Lead monthly and quarterly conversations that turn financials into clear insights and action
• Identify opportunities, risks, and blind spots, and guide clients toward better decisions
• Translate financial data into simple, practical recommendations owners can actually use
• Partner with clients on topics like cash flow, profitability, and operational efficiency
• Collaborate with your team to ensure financials are accurate, then spend your time using them, not just reviewing them

Requirements

• Bachelor’s degree (or higher) in Accounting
• 5+ years of experience in small business accounting, client accounting services, or similar
• Strong understanding of financial statements and how they connect to business performance
• Experience working directly with clients and explaining financials
• Proficiency in QuickBooks Online (QBO)
• Comfort with technology and curiosity to learn new tools
• Strong communication skills. You can make complex things feel simple

Qualifications

• Natural inclination towards business advisory, not just accounting
• Enjoy talking to clients and building real relationships
• Ask “why?” and “what should we do next?”—not just “is this correct?”
• Care about helping small businesses succeed and take that responsibility seriously
• Enjoy collaborating with a team and sharing ideas to solve problems
• Your own values align with Breakwater's Core Principles: Proactive, Positive, Purposeful, Protective, Prepared, and Principled

Skills

• Strategic thinking
• Client relationship management
• Financial analysis
• QuickBooks proficiency
• Effective communication

Benefits

• Flexible remote work
• Autonomy over non-meeting time
• Supportive team environment
• Modern, tech-forward approach
• Generous time off (five weeks PTO + holidays)
• Full benefits package
• 401(k) match

Pay

$80,000–$110,000

Schedule

Full-time, W2 salary