Accountant/ Client Advisory Manager

Accountant | Client Advisory Manager

Flaherty’s Financial Services, LLC
Scarborough, Maine
$58,200–$75,800 per year, plus quarterly and performance-based bonuses

We’re Growing — and Adding Another Accountant to Our Team

Flaherty’s Financial Services, LLC is growing quickly, and we are excited to add another experienced accounting professional to our accounting team.

This is a newly added position created to support our continued growth, expanding client relationships, and established book of business.

You won’t be starting from scratch.

You’ll step into a firm with established clients, a strong and growing book of business, experienced team members, and a beautiful professional office in Scarborough.

We are looking for an accomplished mid-level or senior accountant who is ready for greater autonomy, meaningful client relationships, and a clear opportunity for career advancement.

This position is designed for an accounting professional who can independently manage a portfolio of business and nonprofit clients while serving as a trusted financial advisor. You will work directly with business owners, nonprofit leaders, and firm leadership—providing financial insight, strengthening accounting processes, and helping clients make informed business decisions.

This is not a traditional bookkeeping role.

You will take ownership of client engagements, review financial activity, identify issues and opportunities, guide clients through accounting and compliance matters, and contribute to the continued growth of our firm.

At Flaherty’s, experienced professionals are trusted to manage their work, develop strong client relationships, contribute ideas, and help shape the future of the firm. As your portfolio, leadership responsibilities, and contributions grow, so will your opportunities for increased compensation, professional development, and advancement.

Why Experienced Professionals Choose Flaherty’s

Experienced accounting professionals have choices. We have created a workplace that values professional expertise, flexibility, collaboration, work-life balance, and career growth.

We recognize and reward initiative, professional judgment, leadership, client retention, and outstanding service—not simply years of service.

And because we are continuing to grow, this is an opportunity to join a firm where there is already meaningful work, established client relationships, and room to build your career.

What Makes This Opportunity Stand Out

• Join a growing firm that is adding staff because of continued business growth
• Step into an established and growing book of business
• Independently manage and grow your own client portfolio
• Serve as a trusted advisor to business owners and nonprofit leaders
• Work directly with firm leadership
• Work from our beautiful professional office in Scarborough
• Earn quarterly and performance-based bonuses
• Receive salary growth as your responsibilities and portfolio expand
• Build leadership and client advisory experience
• Contribute ideas and participate in firm process improvements
• Enjoy four-day summer workweeks
• Join a rapidly growing CPA firm with long-term career opportunities
• Be recognized for initiative, leadership, and exceptional client service

Career Growth and Advancement

This position offers a clear opportunity to develop beyond traditional accounting responsibilities.

As your role grows, advancement opportunities may include:

• Managing a larger or more complex client portfolio
• Leading client advisory engagements
• Mentoring and reviewing accounting team members
• Participating in firm planning and operational decisions
• Developing specialized expertise in nonprofit accounting, business advisory, tax, or compliance
• Taking on expanded management and leadership responsibilities
• Advancing into senior management or firm leadership

We believe outstanding performance should be recognized and rewarded. Compensation growth and advancement are based on your contributions, leadership, client service, and ability to take on increased responsibility.

Compensation and Benefits

• Competitive annual salary of $58,200–$75,800, based on experience and qualifications
• Quarterly and performance-based bonus opportunities
• Retirement plan with 3% employer match
• Generous employer contributions toward health and dental insurance
• Health Savings Account
• Paid vacation, sick, personal, and holiday time
• Four-day summer workweeks from Memorial Day through Labor Day
• Flexible work schedule
• Continuing education and professional development
• Career advancement and leadership opportunities
• On-the-job training and support
• Casual, collaborative office culture
• Supportive leadership team that values experience and welcomes new ideas

About the Role

As our Accountant | Client Advisory Manager, you will serve as a primary accounting advisor for a diverse portfolio of businesses, nonprofit organizations, and individual clients throughout Maine.

Our continued growth means there is an established client base and meaningful portfolio of work ready for the right person.

You will oversee ongoing accounting operations, maintain and review financial information, support tax and compliance needs, and provide proactive recommendations that help clients improve their financial processes and make informed decisions.

The successful candidate will be comfortable managing multiple client engagements, communicating directly with clients, exercising professional judgment, and taking ownership of deadlines and deliverables.

This position offers significant autonomy while providing the support of an experienced leadership team. You will work with a wide variety of clients, making every day different while continuing to expand your knowledge, advisory skills, and professional expertise.

This is a full-time, in-office position located in Scarborough, Maine, working approximately 40 hours per week.

Primary Responsibilities

• Independently manage ongoing accounting relationships for an assigned client portfolio
• Serve as a professional, responsive, and trusted point of contact for clients
• Maintain and review accurate financial records using QuickBooks Online, payroll platforms, and Microsoft Excel
• Review client accounting activity for accuracy, completeness, and proper classification
• Perform monthly bank, credit card, loan, and balance sheet reconciliations
• Manage accounts receivable and accounts payable processes
• Process payroll and prepare related payroll tax filings
• Prepare Forms 1099 and W-2
• Prepare and review sales tax and payroll tax returns
• Generate monthly, quarterly, and annual financial statements
• Review and interpret financial statements and explain results clearly to clients
• Identify accounting inconsistencies, financial concerns, and process improvement opportunities
• Provide proactive recommendations to improve client accounting systems, financial controls, and operational efficiency
• Assist clients with audits, grant reporting, and compliance requirements
• Support tax preparation and year-end accounting projects
• Communicate effectively with clients, vendors, government agencies, and internal team members
• Maintain organized client records and supporting documentation
• Help strengthen internal procedures and service delivery
• Assist with mentoring or reviewing the work of accounting team members as the position develops

Required Qualifications

Candidates should have an associate’s or bachelor’s degree in Accounting, Finance, Business, or a related field, or at least five years of progressive accounting experience.

Qualified applicants should also have:

• At least five years of hands-on accounting experience
• Advanced proficiency with QuickBooks Online
• Experience managing accounting responsibilities for multiple clients, organizations, or business entities
• Strong understanding of bank and balance sheet reconciliations
• Experience with accounts payable, accounts receivable, payroll, and financial reporting
• Strong Microsoft Excel and Microsoft Office skills
• Ability to read, interpret, and explain financial statements
• Excellent organizational and time-management skills
• Strong written and verbal communication skills
• Exceptional attention to detail and commitment to accuracy
• Ability to independently manage multiple priorities and deadlines
• Professional judgment and a strong commitment to client service
• Ability to work independently while collaborating effectively with a team

Preferred Qualifications

The following experience is highly valued but not required:

• CPA designation or active CPA candidacy
• Public accounting or outsourced accounting experience
• Experience preparing or reviewing business or individual tax returns
• Nonprofit accounting experience
• Grant reporting or audit preparation experience
• Experience supervising, reviewing, or mentoring accounting staff
• Experience advising clients on accounting processes, systems, internal controls, or operational improvements

We’re Looking for Someone Who

You may be an excellent fit for this position if you:

• Are ready to move beyond transaction-based accounting into a client advisory role
• Enjoy developing trusted, long-term client relationships
• Can confidently manage multiple client engagements independently
• Take ownership of accuracy, deadlines, and client communication
• Think proactively and identify concerns before they become larger problems
• Enjoy solving problems and improving financial processes
• Can explain financial information clearly and professionally
• Welcome the opportunity to contribute ideas and improve firm procedures
• Want greater responsibility, leadership opportunities, and career growth
• Are organized, dependable, responsive, and detail-oriented
• Want to grow alongside a successful CPA firm
• Are looking for a long-term professional home—not simply another accounting position

Schedule

• Full-time
• Approximately 40 hours per week
• Monday through Friday
• Eight-hour shifts
• Four-day summer workweeks from Memorial Day through Labor Day
• Flexible scheduling opportunities
• In-person position in Scarborough, Maine

Ready to Join Our Growing Team?

We are hiring because we are growing.

Our continued growth has created an opportunity to add another talented accounting professional to our team. If you are an experienced accountant who wants to walk into an established client base, take ownership of meaningful work, develop strong client relationships, and have a clear path for professional growth, we would like to hear from you.

Please submit your resume and a brief letter of interest describing your accounting experience and why this opportunity interests you.

Sharri Olsen
Firm Operations Manager
Flaherty’s Financial Services, LLC
sharri@flahertysfinancial.com
207-883-2889

Build Your Career With Flaherty’s Financial Services

Our clients rely on us as trusted advisors, and our employees are the reason we have earned that trust.

We are growing—and we are investing in our team right along with that growth.

Here, your experience will be valued, your ideas will be welcomed, and your contributions will be recognized. You will have opportunities to expand your responsibilities, strengthen your client advisory skills, increase your compensation, and advance into leadership as you grow with our firm.

If you are looking for an accounting position where there is already a strong client base, meaningful work, a supportive team, and real opportunity ahead, we would love to meet you.

Job Type: Full-time
Pay: $58,200–$75,800 per year
Work Location: In person
Location: Scarborough, Maine 04074

Applicants must be able to reliably commute to Scarborough, Maine, or relocate before their start date.

Job Type: Full-time

Pay: $58,200.00 - $75,800.00 per year

Benefits:

• 401(k) 3% Match
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• On-the-job training
• Paid sick time
• Paid time off
• Retirement plan

Work Location: In person

Salary : $58,200 - $75,800