CAAS Accounting Senior - Family Office (Professional Services)

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking an Accounting Senior with experience, to join our CAAS (Professional Services Industry) group in our Century City, CA office. Job Responsibilities: Communicates directly with clients in collaboration with managers and liaises with third‑party advisors Working knowledge of personal and corporate charts of accounts Monitors daily client activity, handles requests, and conducts timely follow‑ups on outstanding matters Reviews bank balances daily and facilitates funding with the client, as needed Develops working knowledge of insurance coverages, retirement plans, and gift/estate planning concepts Tracks commissionable income and prepares monthly commission reconciliations Assists clients with applications and bank communications Reviews daily and monthly bank reconciliations Prepares monthly cash‑flow reports Performs monthly, quarterly, and annual close activities Utilizes available tools to run desks efficiently (e.g., credit card allocation module, bill scheduler/repetitive, repository, and other tools as directed by managers) Supervises, mentors, and manages Analysts and Associates Identifies inefficiencies and implements changes (e.g., going paperless, electronic payments vs. live checks) Other related duties as assigned Job Requirements: • 2 years of relevant accounting and/or financial experience is required. • Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The wage range for this position in California is: $80,000 -120,000. #LI-MM1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits, click here. Start your inspired career When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA. About CLA CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA’s benefit offerings. CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact View email address on click.appcast.io