Client Accountant

A bit about us:

This tax, bookkeeping, and advisory practice is a client-focused firm based in Oklahoma City, dedicated to helping business owners, entrepreneurs, and professionals navigate the complexities of tax planning, compliance, and strategic financial decision-making. The firm's mission is to deliver clear, proactive, and value-driven tax guidance that supports clients' financial goals, reduces risk, and enhances long-term success.

The team emphasizes year-round partnership, providing ongoing support rather than limiting interaction to filing deadlines. Clients span a wide range of industries - including energy, real estate, construction, and closely held entrepreneurial ventures - and receive tailored tax strategies, compliance services, and thoughtful advisory support aligned with their specific needs.

The firm is led by an experienced CPA who brings strong technical tax expertise, practical business insight, and a collaborative, service-oriented approach. The leadership focuses on building trusted relationships through solutions that are both compliant and strategically beneficial, helping clients make informed decisions that optimize tax outcomes, improve financial clarity, and support sustainable growth.

Why join us?

Exceptional Leadership: Work directly with experienced, approachable leaders who prioritize mentorship, transparency, and professional development.

Clear Path for Advancement: The firm is committed to internal growth, offering a defined career trajectory with the opportunity to advance into a Tax Senior and ultimately a Tax Manager role.

Professional Development Support: Ongoing training, technical guidance, and exposure to diverse client engagements to build both tax expertise and advisory skills.

Work-Life Balance: Reasonable hours, manageable workloads, and a respect for personal time-especially outside of peak tax seasons.

Collaborative Culture: A supportive environment where questions are encouraged, contributions are valued, and teamwork drives success.

Modern Tools & Technology: Access to up-to-date tax and workflow systems to streamline processes and make your work more efficient.

Job Details

Accountant - Client Bookkeeping & Automation
Location: Oklahoma City, Oklahoma | Employment Type: Full-Time

About Us:

We are a forward-thinking tax, bookkeeping, and advisory firm that blends traditional financial expertise with cutting-edge technology. Our mission is to deliver exceptional client service while leveraging automation, AI, and innovative workflows to optimize efficiency and accuracy. We are seeking aclient accountant who is both a technical accounting expert and a technology-forward problem solver to join our team.

Position Overview:

The Client accountant will oversee bookkeeping and transaction management for high-revenue clients, set up and improve internal processes, and lead automation initiatives to streamline workflows. This role requires a hands-on, tech-savvy accounting professional with a high level of ownership, client service orientation, and a passion for using AI and automation to transform traditional accounting processes.

Key Responsibilities:

Manage full-cycle bookkeeping and high-level accounting for large revenue clients, ensuring accurate and timely recording of all financial transactions.

Perform bookkeeping clean-up and oversee bookkeeping corrections for other client accounts.

Establish, document, and optimize accounting processes for clients and internal teams.

Identify opportunities to automate repetitive tasks using AI, bots, and workflow automation tools.

Build and maintain internal systems, workflows, and tools to improve efficiency and accuracy.

Collaborate with team members to implement AI-driven agents and bots to handle routine accounting functions.

Monitor and enforce best practices in client bookkeeping and internal process standards.

Support tax, advisory, and financial reporting projects with accurate and organized accounting data.

Provide insights and recommendations to clients and internal teams on improving financial processes.

Qualifications:

Bachelor's degree in Accounting, Finance, or related field

3+ years of experience in accounting or bookkeeping for mid to high-revenue clients.

Advanced knowledge of bookkeeping, general ledger management, reconciliations, and financial reporting.

Experience with workflow automation, AI tools, and building tech solutions within an accounting context.

Strong problem-solving skills and ability to design scalable processes.

Tech-forward mindset with a passion for leveraging automation to improve efficiency.

Excellent communication skills and client-facing experience.

Ability to manage multiple priorities and lead projects independently.

What We Offer:

Opportunity to work in a tech-forward, innovative accounting environment.

Exposure to cutting-edge AI and automation tools in accounting.

Collaborative team culture with room to drive meaningful change.

Competitive compensation and benefits package.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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