Client Account Associate

Join Our Team as a Client Account Associate!

Are you seeking to be part of a dynamic team in the accounting industry?

SMB Advisors Corp is looking for a Client Account Associate to join us in Vienna, VA. In this role, you will work directly with clients and our internal team to provide accurate financial reporting, ensure timely month-end closes, and deliver insightful financial analysis that drives sustainable business growth.

We value collaboration, attention to detail, and a proactive approach to client service. If you are an experienced professional with strong technical accounting knowledge and excellent communication skills, we want to meet you!

Daily Responsibilities:

• Categorize bank, credit card, loan, payroll, sales tax, accounts payable and receivable transactions as needed

• Review offshore bookkeeping entries and reclassify transactions as needed

• Perform month-end close, including reconciliations of all balance sheet accounts

• Prepare and deliver timely and accurate financial statements to clients

• Ensure compliance with Generally Accepted Accounting Principles (GAAP)

• Communicate effectively with clients and executives to explain financial results and provide guidance

• Support integration of payroll and expense management platforms (e.g., ADP, Gusto, Paychex, DEXT) with client accounts

• Assist with tax planning and preparation as needed

• Maintain organized records and documentation to support internal controls and audits

Required Skills:

• Bachelor’s degree in Accounting, Finance, or related field preferred but not required

• Experience in public accounting or corporate accounting environment

• Strong understanding of GAAP and internal control practices

• Proficiency with Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) and Google Workspace (Sheets, Docs, Drive)

• Hands-on experience with QuickBooks Desktop, QuickBooks Online, and QuickBooks Enterprise, and XERO

• Familiarity with payroll, HR, and expense software (ADP, Gusto, Paychex, DEXT, and others)

• Ability to analyze financial statements, identify issues, and recommend improvements

• Excellent verbal and written communication skills to interact with clients and executives

• Strong organizational skills with the ability to manage multiple client deadlines

Salary and Benefits:

• Health, Dental, and Vision Insurance

• 401(k) Retirement Plan

• Paid Time Off

• Flexible Hours (somewhat, with longer hours during peak periods)

• Salary Range: $55,000 – $65,000

About SMB Advisors Corp:

At SMB Advisors, we go beyond preparing financial statements. Our mission is to act as dedicated advisors who empower clients with the tools and insights they need to make informed business decisions. From entity selection and cash flow analysis to operations and technology, we partner with entrepreneurs to help build sustainable and profitable businesses.

Commitment to Diversity & Equality:

SMB Advisors Corp is committed to fostering a workplace that is diverse, equitable, and inclusive. We celebrate differences and believe that diverse backgrounds and perspectives drive innovation and success. We are proud to be an Equal Opportunity Employer.