Accounting and Digital Advisor

• Support new clients in getting started with the firm’s digital tools
• Guide clients in implementing their e-invoicing processes
• Create practical reference sheets, tutorials, and step-by-step guides
• Lead internal and/or external training sessions
• Act as the liaison between clients and internal teams during onboarding
• Identify issues and propose improvements
• Contribute to optimizing the client onboarding process
• Identify clients’ additional needs and communicate them to the designated chartered accountant
• Manage an appropriate client portfolio in order to maintain hands-on accounting experience
• Make regular visits to clients

Requirements

• Reliable, committed, and dedicated to honoring commitments
• Strong customer focus and commercial awareness
• Proactive, self-motivated, and autonomous
• Able to challenge and reassess your own ideas
• Well-organized, with the ability to see assignments through to completion
• Strong understanding of how an accounting firm operates
• Solid accounting and tax fundamentals
• Highly proficient with digital tools, with the ability to independently develop new skills
• Knowledge of, or an active interest in, the e-invoicing reform
• Ability to create clear training materials and deliver training sessions
• Ability to manage multiple client files simultaneously

Core Competencies

Demonstrates strong client onboarding capabilities, with expertise in e-invoicing processes and the ability to create effective training materials. Proficient in managing client portfolios while maintaining a solid understanding of accounting and tax fundamentals.

Highest-signal resume keywords

• Client Onboarding
• E-Invoicing Processes
• Training Material Development
• Accounting Fundamentals
• Digital Tools Proficiency

Hard Skills

• E-Invoicing
• Accounting Fundamentals
• Tax Fundamentals
• Client Portfolio Management
• Training Material Creation

Soft Skills

• Customer Focus
• Proactive
• Well-Organized
• Self-Motivated
• Dedicated

Industry Keywords

• Client Onboarding Process
• Accounting Firm Operations
• Commercial Awareness
• Client Liaison

Tools & Technologies

• Digital Tools