Senior Consultant - Client Accounting Services

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KLR is ranked as one of the Top 100 accounting and business consulting firms in the United States. It operates eight offices in Florida, Massachusetts, Rhode Island, China and Switzerland and has more than 350 professionals. KLR is one of the fastest-growing accounting firms in New England and has been recognized as a Best Place to Work for 19 consecutive years.

Due to growth, we are seeking a Senior Consultant to join our Outsourcing Practice, based in our Boston, or Providence office, with expected travel to client locations as needed.

Job Responsibilities:

• Manage all day-to-day aspects of Financial, Accounting and Business Operational needs of multiple clients.
• Direct, manage and oversee the work of the cloud accounting team, including; on-shore contractors and the off-shore accounting resources.
• Oversee and mentor a team of staff accountants in areas including A/P, A/R, Payroll, and other day to day responsibilities.
• Deliver management and financial reports to clients in timely manner.
• Work with clients to understand business and provide meaningful insights.
• Responsible for month-end close, including journal entries (prepaids, accruals, depreciation/ amortization, equity/stock options, etc.)
• Prepare account reconciliations (banks/credit cards, balance sheet, and profit & loss accounts)
• Responsible for preparing and analyzing monthly financial packages, with heavy emphasis on balance sheet reconciliation, income statement review and management/board reports.
• Manage all bill payments and cash flow.
• Work with CFO Advisor and clients to prepare annual budgets and manage rolling forecasts, including cash flow analysis.
• Drive the filing and renewal for state business registrations and annual filings and assist clients with other regulatory matters as needed, coordinating with outside advisors and tax team as appropriate.
• Maintain and strengthen client relations with vendors, CPAs, customers, and other partnerships to continually help grow our business and increase our value to our clients.
• Travel to clients as needed.

Position Requirements:

• Degree in Accounting, Finance, or related field.
• 5-10 years of professional accounting experience, with at least 2 years in a leadership position.
• Proven experience successfully managing both internal and external relationships.
• Excellent customer service outlook and ability to manage different personalities at various levels.
• Demonstrated integrity and ethical standards.
• Collaborative, organized, and detail oriented, with a flair for numbers.
• Proven ability to take the lead, work independently, manage requests and support multiple individuals simultaneously.
• Expertise with QuickBooks Online (QBO), and proficient with Excel.
• Experience with accounting and ERP software (i.e.: Sage Intact, NetSuite, Ajera and aptitude for learning new software)
• Experience with payroll software (i.e.: Insperity, SynchronyHR, Oasis, Gusto, Patriot, JustWorks, Rippling, iSolved, Deel – and aptitude for learning new software)
• Degree in Accounting, Finance, or related field.

Highly Preferred:

• Certified Public Accountant
• Experience with both in-house and external client facing accounting positions.
• Experience with Equity Management software like Carta.

KLR is committed to work/life balance and professional development, and offers a comprehensive compensation and benefits package, including:

• Unlimited Paid Time Off
• 18 Paid Holidays
• 401k Employer Funded Match
• Tuition Assistance & CPA prep costs
• Mentorship program and professional leadership development
• Competitive referral programs for prospective talent and clients

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Accounting

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

Tuition assistance

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