Senior Client Advisor (Fully Remote)

**About Core Growth Strategies** Core Growth Strategies provides accounting, tax, and advisory services to small businesses across the U.S. We partner with clients to deliver accurate financials, clear insights, and the kind of forward\-looking guidance that helps owners make confident, informed decisions. Our guiding principles—Deliver Unmatched Value, Lead with Integrity, Strive for Excellence, Commit to Growth and Learning, Celebrate Achievements—shape how we work with clients and with each other. We are a tech\-forward firm actively integrating AI and modern workflow tools into how we deliver client work. We believe the future of client accounting is less data entry and more insight, and we are building a team that is excited to work that way. **About This Role** We are hiring a Senior Client Advisor to deliver high\-quality controller\-level work today and step into Client CFO responsibilities as our advisory practice grows. This is a role designed with a ceiling, not a cap. Day\-to\-day, you will own financial review, period\-end close oversight, COA design, and system optimization work for a portfolio of clients. Over time, you will lead more of the client\-facing strategic conversations: financial performance reviews, planning, and advisory recommendations that help business owners make better decisions. The right person is excited by both halves of that journey. If you only want to do controller work, this role will feel limiting in eighteen months. If you only want to do advisory work and have no patience for the books underneath, this role will feel frustrating in eighteen days. **Position Details** * Employment Type: Part\-Time Employee (W\-2\) * Location: Remote, United States * Hours: Starting at approximately 20 hours per week, with hours scaling as client portfolio grows * Compensation: Competitive; commensurate with experience * Growth Path: Senior Client Advisor → Client CFO **What You Will Do** **Financial Review \& Advisory** * Review client financial statements—balance sheet, P\&L, cash flow, forecasts—and unpack what the numbers actually mean for the business * Lead client meetings focused on financial review, performance analysis, and strategic recommendations * Build toward owning monthly and quarterly review calls for assigned clients as you grow into the Client CFO arc * Translate financial data into clear, actionable guidance for business owners **Controller\-Level Accounting** * Oversee period\-end and year\-end close, ensuring accuracy and completeness * Lead Chart of Accounts design, restructuring, and book renovation projects * Manage software migrations and system integrations across accounting, payroll, and operational platforms * Map payroll data to financial accounts for accurate reporting * Support sales, use, and local tax filings within scope **Systems \& Process** * Help clients get the most out of their software stack—diagnosing where systems are not reporting properly and designing the fix