What are the responsibilities and job description for the Senior Accountant - Client Advisory position at breakwater accounting advisory corp?
Remote (US based) or Onsite/Hybird (Wilmington, DE)
Full-Time W2
Salary Range: $75,000–$85,000
About Breakwater Accounting & Advisory
Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services to businesses and nonprofit organizations across the U.S. We serve growing companies under ~$7M in revenue across a wide range of industries.
We are a woman-led company, recognized as a Top Workplace by the Delaware News Journal for four consecutive years and featured on the Inc. 5000 list of fastest-growing companies.
We believe great people come first, supported by smart systems and modern tools. Our culture is collaborative, positive, and deeply focused on helping small businesses succeed.
All team members operate according to our Core Principles: proactive, positive, purposeful, protective, prepared, and principled.
About The Role
We are seeking a Senior Accountant / Accounting Manager who enjoys working directly with small business owners, understanding their financial story, and helping them make better decisions. This role is ideal for accountants who enjoy advising, explaining, and partnering with clients.
In this role, you will serve as the primary accounting partner for a portfolio of for-profit clients. You will go beyond reconciliations and reporting: interpreting results, identifying opportunities, and providing practical guidance that helps clients grow.
If you are energized by client relationships, financial problem-solving, and seeing the impact of your advice, this role will be highly rewarding.
Key Responsibilities
You are a tech-savvy, relationship-oriented accountant who enjoys helping small business owners understand and improve their financial health.
You are comfortable switching between detailed accounting work and high-level client conversations. You take pride in being reliable, organized, and thoughtful in your recommendations.
Qualifications
Required
Breakwater Accounting Advisory provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Full-Time W2
Salary Range: $75,000–$85,000
About Breakwater Accounting & Advisory
Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services to businesses and nonprofit organizations across the U.S. We serve growing companies under ~$7M in revenue across a wide range of industries.
We are a woman-led company, recognized as a Top Workplace by the Delaware News Journal for four consecutive years and featured on the Inc. 5000 list of fastest-growing companies.
We believe great people come first, supported by smart systems and modern tools. Our culture is collaborative, positive, and deeply focused on helping small businesses succeed.
All team members operate according to our Core Principles: proactive, positive, purposeful, protective, prepared, and principled.
About The Role
We are seeking a Senior Accountant / Accounting Manager who enjoys working directly with small business owners, understanding their financial story, and helping them make better decisions. This role is ideal for accountants who enjoy advising, explaining, and partnering with clients.
In this role, you will serve as the primary accounting partner for a portfolio of for-profit clients. You will go beyond reconciliations and reporting: interpreting results, identifying opportunities, and providing practical guidance that helps clients grow.
If you are energized by client relationships, financial problem-solving, and seeing the impact of your advice, this role will be highly rewarding.
Key Responsibilities
- Serve as the primary accounting and advisory partner for assigned clients, building trusted, long-term relationships
- Prepare, review, and ensure accuracy of monthly financial statements, reconciliations, and journal entries
- Analyze financial results and proactively discuss trends, risks, and growth opportunities with clients
- Evaluate client workflows and recommend improved processes and technology solutions
- Manage deadlines and deliverables across your client portfolio to ensure consistent, high-quality service
- Mentor and review the work of junior team members, providing guidance and feedback to support development
You are a tech-savvy, relationship-oriented accountant who enjoys helping small business owners understand and improve their financial health.
You are comfortable switching between detailed accounting work and high-level client conversations. You take pride in being reliable, organized, and thoughtful in your recommendations.
Qualifications
Required
- Bachelor’s degree (or higher) in Accounting
- Minimum 5 years of experience in small to mid-sized business accounting or bookkeeping
- Experience supporting multiple-entity or multi-company clients
- Strong understanding of balance sheets and financial statement review
- Advanced QuickBooks Online experience (used within the past 5 years)
- Ability to explain complex financial concepts in a clear, approachable way
- Strong organizational and time-management skills
- Advanced technical and systems aptitude
- FIVE WEEKS of PTO plus company holidays
- Benefits include: Health, dental, vision coverage and 401(k) with company match
- Build long-term client relationships, not transactional engagements
- Work in a supportive, collaborative, and positive environment
Breakwater Accounting Advisory provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Salary : $75,000 - $85,000