CPA Required - Client Advisor

Are you a CPA who wants to do more than traditional accounting?

Waterford Business Solutions is looking for a CPA Financial Advisor & Accounting Team Lead to join our team.

In this role, you'll work directly with business owners, helping them understand their numbers, improve profitability, plan for taxes, and make better financial decisions. You'll also lead a team of two bookkeepers and oversee the financial needs of up to 60 clients.

What You'll Do

• Advise clients on financial performance and business decisions
• Review financial statements and identify opportunities
• Assist with budgeting, forecasting, and tax planning
• Benchmark client performance
• Lead and support two bookkeepers
• Review bookkeeping and perform tax reconciliations
• Review, critique, and sign off on insurance audits
• Review, critique, and sign off on financial audits
• Assist with bookkeeping and special projects as needed

What We're Looking For

• Active CPA license in good standing — required
• 2+ years of bookkeeping or accounting experience within the last 10 years
• Strong accounting and financial reporting knowledge
• Proficiency in QuickBooks Online
• Strong communication and client relationship skills
• Organized, detail-oriented, and able to manage multiple priorities

Bonus experience: Construction/home-service accounting, ServiceTitan, HouseCall Pro, Hubdoc, LivePlan, or accounting team leadership.

Training & Probation

Training consists of 320 hours within a 90-day probationary period. Training pay is $29.50–$34.50/hour based on experience.

Background check and drug screening required.

Why This Role?

If you enjoy solving problems, working with business owners, and turning financial data into meaningful advice, this could be the opportunity for you.

Join a team where your accounting expertise can make a real difference in the success of our clients.

Apply today!

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• Willing to undergo a background check and drug screen?

Experience:

• Bookkeeping: 2 years (Required)
• QuickBooks Online: 1 year (Required)

Language:

• Spanish (Preferred)

Work Location: In person