Sr Accountant (client Services – Quickbooks)

Accountant (Client Services – Small Business)

Location: Dexter MI, hybrid In-Office Requirement: 3–6 times per year (scheduled in advance) + potential in-office onboarding period Employment Type: Full-Time

About the Role

We are a boutique accounting firm serving small business clients across a variety of industries. We are seeking an experienced Accountant with strong QuickBooks expertise to join our Client Services team. This role is ideal for a detail-oriented, self-motivated professional who thrives in a remote environment while maintaining exceptional client service standards. The Accountant will play a key role in ensuring accurate financial reporting, maintaining clean and reconciled books, responding to tax notices, improving internal efficiencies, and supporting clients with timely, professional communication.

Key Responsibilities

• Perform monthly and periodic account reconciliations for multiple small business clients

• Conduct data clean-up and troubleshooting in Excel and QuickBooks (Online and/or Desktop)

• Analyze financial records to identify discrepancies and ensure accuracy

• Prepare client-specific reporting in Excel, including customized financial analyses and deliverables

• Identify and implement efficiency improvements to client workflows and deliverables to enhance budget adherence and firm profitability

• Monitor engagement progress to ensure work is completed within scope and budget

• Respond to and assist clients with IRS and State Treasury notices

• Provide ad hoc client support as needed

• Collaborate with internal team members and clients using cloud-based systems

• Ensure timely completion and delivery of each client's defined scope of work

• Maintain organized documentation and uphold firm standards for quality and consistency

Qualifications

Required:

• Bachelor's degree in Accounting

• Minimum 5 years of accounting experience

• Advanced proficiency in QuickBooks

• Strong Excel skills (data cleanup, reconciliations, custom reporting, analysis)

• Excellent written and verbal communication skills

• Highly organized, detail-oriented, and deadline-driven

• Self-motivated with the ability to stay productive in a fully remote environment

Preferred:

• Prior Controller-level experience

• Experience in a client-service or public accounting environment

• Experience handling IRS and state tax notices

• Demonstrated ability to improve processes and drive operational efficiency

Work Environment

This position is primarily remote. Most team members and all clients collaborate virtually using cloud-based systems. Office space is available if preferred. In-person attendance is required approximately 3–6 times per year for team collaboration and IT upgrades (scheduled well in advance). There may be a requirement to work in-office for a few weeks during initial onboarding.

What We're Looking For

We are seeking a professional who:

• Takes ownership of their work

• Communicates clearly and proactively

• Maintains high standards of accuracy

• Thinks critically about improving processes and increasing efficiency

• Thrives in a collaborative but independent setting

• Is committed to delivering excellent service to small business clients