Client Accounting Advisor

If you are passionate about helping small businesses and nonprofits succeed, this is the perfect opportunity to join our team!

The Company: 

Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services to businesses and nonprofit organizations across the U.S. We embrace technology to work smarter, not harder, and aim to deliver value-added service to every client. We are a Woman-Lead company, rated a Top Workplace by the Delaware News Journal for four years in a row and featured on the Inc 5000 list of fastest-growing companies.

Our Philosophy:

Great people first, technology-forward thinking second – with just the right combination.

At Breakwater, we offer a flexible, positive, and energetic workplace where teamwork and initiative are highly valued. Our culture thrives on positivity and a customer service-oriented focus. 

All of our team members are guided by Breakwater’s Core Principles. We are: proactive, positive, purposeful, protective, prepared, and principled.

The Role: 

This role is a unique opportunity to combine your client services expertise and your financial acumen. You will be instrumental in helping our clients achieve their financial objectives while building long-lasting relationships. This role will work closely with both the Growth and new client Onboarding teams. 

Key Responsibilities:  

• Establish trust and credibility with potential clients by showcasing your accounting expertise during financial pre-assessments for potential For Profit and Nonprofit clients. In these meetings you will be analyzing income, expenses, assets, liabilities, and the overall financial health of their organizations.
• Effectively communicate tailored solutions Breakwater can provide to address their specific financial requirements and needs. 
• Maintain stellar notes of all sales activities, client interactions, and progress within our CRM system (Hubspot). 
• Prepare detailed and accurate proposals for the scope of work discussed and submit them to the prospect for review. 

 

Who are You?

A team player and effective problem-solver seeking a long-term fit with a fast growing company that truly values its employees and clients. 

• Bachelor’s or Master’s degree in Accounting or Finance required
• You are a QuickBooks Online (QBO) whiz with experience utilizing the system within the last 5 years
• At least two years of Accounting experience in either for profit and nonprofit organizations. If you have experience in both we’d love to hear more about it! 
• Bonus points for having sales responsibilities in your professional career
• You are resourceful in coming up with solutions and have a knack for explaining complex financial concepts in a clear and understandable fashion 
• You love helping people and being a part of a team that supports each other

What would we offer you?

• This position will be offered a base salary of $75,000-$85,000 plus commission on new revenue generated through your hard work and relationship-building
• FIVE weeks of PTO on top of company-observed holidays
• Health, vision, and dental benefits 
• We'll help you save for your golden years with a 401K company match
• A supportive, friendly, fun culture that fundamentally values work/life balance 

 

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.