Client Accounting Services Specialist

Job Description

Job Description

Overview

We are seeking an experienced Client Accounting Services Specialist to manage a portfolio of clients and support the efficiency and quality of our client accounting services team. This role is ideal for a professional with at least 5 years of accounting experience, including public accounting or client-service experience, who is comfortable managing client relationships and reviewing work.

Key Responsibilities

Client Management & Accounting

·         Manage and oversee accounting services for a portfolio of clients

·         Maintain and review general ledger activity to ensure accuracy and completeness

·         Perform and review complex bank, credit card, and balance sheet reconciliations

·         Oversee month-end and quarter-end close processes

·         Prepare and review financial statements and supporting schedules

·         Identify accounting issues, trends, and discrepancies and communicate recommendations to clients and senior firm staff

·         Serve as a primary point of contact for assigned clients

Team Oversight & Efficiency

·         Review work prepared by Associates for accuracy and completeness

·         Provide guidance, training, and feedback to junior staff

Firm Support

·         Coordinate with tax and accounting teams to support tax preparation and year-end reporting

·         Coordinate with audit department and assist with GAAP compliance and implementation

·         Assist with client onboarding, including system setup and process implementation

·         Contribute to continuous improvement of department services and client experience

Qualifications

·         Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)

·         5+ years of bookkeeping experience, preferably in a CPA firm or client-service environment

·         Strong understanding of accounting principles and financial reporting

·         Advanced experience with QuickBooks Online required

·         Proficiency in Microsoft Excel, including reconciliations and data analysis

·         Experience managing multiple clients and deadlines

·         Prior experience reviewing work and mentoring junior staff

·         Strong communication skills and professional client-service mindset

·         Ability to work independently and exercise sound judgment

Bartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle. Located in Santa Barbara, BPW has 9 partners and over 95 team members, delivering expert advice and personalized service for individuals and businesses alike.

Company Description

Bartlett, Pringle & Wolf, LLP is the leading accounting and consulting firm on the Central Coast of California providing a collection of premium services to support your lifestyle. Located in Santa Barbara, BPW has 9 partners and over 95 team members, delivering expert advice and personalized service for individuals and businesses alike.