Senior Accountant & Client Advisor

About P&G Advisors Our vision is to help 10,000 small business owners achieve valuations of $10M or more within the next 10 years. Our advisors and accountants all work together toward that aim. We work primarily with small and mid-sized retail, service, manufacturing, and distribution companies. We are committed to helping entrepreneurs create jobs and opportunities for the communities they serve. About the Role As a Senior Accountant & Client Advisor, you will play a pivotal role in delivering technical excellence on accounting and tax work for our book of small and mid-sized business clients, paired with the client-facing judgment to translate that work into real advisory value. This is not a relationship-management role with light technical exposure — it's a technical accounting/tax seat that also owns the client relationship. You will personally prepare and review returns and financials, catch what the rest of the team misses, and only then move into onboarding, retention, and advisory conversations built on that technical foundation. What Your Day-to-Day Will Look Like Personally prepare and/or review accounting and tax deliverables before they reach the client, catching errors early — this is hands-on technical work, not just oversight. Run the weekly cadence that keeps accounting/tax production on time and accurate. Coordinate with the Bookkeeper, Tax Preparer, and Tax Advisor to keep every account on schedule. Own client relationships across onboarding, stead