Staff Accountant - Client Accounting & Advisory Services
Whalen CPAs
We have built a team of passionate people who are invested in their work and the future of the firm. Our client service model sets us apart from other firms, and we are committed to the growth and development of our biggest asset – OUR PEOPLE! While we aren’t the biggest, we strive to be the best. Whalen CPAs is a well-established CPA firm, and you can expect fun social activities in a relaxed, casual environment. We offer a flexible schedule and personalized development plans, in addition to all the benefits you would expect from your employer. (Did we mention a summer schedule?) You’ll be successful here if you are driven, self‑motivated, and have a growth mindset. You take ownership of your work and deliver nothing short of high-quality results. You embrace a learning culture and take pride in your work. The opportunity for advancement is unlimited, and we’ll support you along the way. As an Accounting Staff within our Client Accounting & Advisory Services group, you’ll be responsible for owning the bill pay process for our clients. You will work independently and as part of a team to complete accounting engagements. Roles and Responsibilities: Pays invoices by verifying client transaction information through firm bill pay system Maintains client financial and data security by following internal accounting controls Contributes to team effort by accomplishing related results as needed Generates invoices and follows up with clients for approval Researches and resolves invoice issues; communicates findings Performs other duties as assigned by the Accounting Partner Qualifications: Strong attention to detail Abilityto manage sensitive and tight deadlines with high degree of accuracy Followdirections from manager and work independently with minimal supervision Strong customer service skills Abilityto keep sensitive information confidential We offer: Work-life balance – you decide your annual hours Development Coach – Individual growth, career advancement, future partner potential Generous salary and bonus program Benefits you would expect; and more Perks for fun, time off, and pleasant surprises Excellent working environment with private office Whalen CPAs is an equal opportunity employer. The company prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. “Being smart, technically competent, and remarkablyhuman are requirements.” #J-18808-Ljbffr Whalen CPAs
- Whalen CPAs is seeking an Accounting Staff in our Client Accounting & Advisory Services group to own the bill pay process for clients. You will work independently and with a team to complete accounting engagements, ensuring high-quality results. You will join a team offering...SuggestedFlexible hours
$120k - $150k
...to listen to your ideas. CFO Advisory Services focuses exclusively on the... ...consulting services and our client’s strategic goals. We are a... ...SEC requirements including accounting research, documentation, and... ...departments Supervise and mentor staff or make timely and effective...SuggestedFull timeContract workWork experience placementWork at officeLocal areaWork from homeFlexible hours$168.8k - $230.1k
...and SEC requirements including accounting research, documentation, and presentation to clients Prepare accurate external financial... ...on A+ client delivery; Execute services and deliverables around... ...and professionally develop CFO Advisory team members, actively participating...SuggestedFull timeContract workWork experience placementLocal areaFlexible hours- ...growing Top 100 business advisory and CPA firm with a legacy of service dating back to 1938.... ...We reject the old-school accounting grind; instead, we actively... ...a diverse portfolio of clients.Perform the first review... ...Supervise, develop, and coach staff accountants by providing...SuggestedTemporary workWork at officeRemote workFlexible hours
$79k - $125k
Position Overview Armanino’s CFO Advisory team helps clients scale and manage business transactions. We... ...to provide trusted client advisory services. Job Responsibilities Financial Planning... ...GAAP and SEC requirements including accounting research, documentation, and...SuggestedWork experience placementLocal areaFlexible hours- ...Description:Job Title: Treasury Sales Client Officer - Global Commercial... ...- whether shaped by military service, community college education,... ...our commitment to supporting staff travel to and from work in the... ..., Finance, Procurement, Accounts Payable and Accounts Receivable...Full timeWork at officeLocal areaFlexible hours
- Rea is a growing Top 100 business advisory & accounting firm providing our clients services intax, accounting, and business consulting.We have a ‘People First’ culture and we focus on our employees’ well-being and professional development. With over 400 professionals, our...Temporary work
$195.1k - $265.9k
A top accounting and consulting firm based in San Ramon, California, is seeking a professional to perform technical tax reviews and manage complex client engagements. The ideal candidate will have at least 8 years of public accounting experience and 4 years in a managerial...Remote job- ...Temp Staff Accountant (Onsite) Location: Pleasanton, CA Schedule: Onsite, Full-time.... ...oriented Temp Staff Accountant to support our client's finance team in Pleasanton, CA. This... ...disability, citizenship status, service in the uniformed services, genetic information...Full timeTemporary workLocal areaMonday to Friday
$82.6k - $120.5k
...Among the top 20 Largest Accounting and Consulting Firms... ..., supervise staff, research, and perform... ...accounting areas of the client’s balance sheet and income... ...Armanino LLP and Armanino Advisory LLC, independently... ...provide professional services in an alternative practice...Full timeContract workWork at officeLocal areaFlexible hours$120.8k - $158.4k
...Among the top 20 Largest Accounting and Consulting Firms... ...parties, for multiple clients and engagements.... ...enhancing overall client service, and developing department... ...or niche professional staff. Managers communicate... ...LLP and Armanino Advisory LLC, independently owned...Full timeContract workWork at officeLocal areaFlexible hours$150k - $200k
...thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together... ...division of Franklin Templeton providing asset management and advisory services to a diverse array of institutional and retail clients. With...Full timeWork experience placementLocal area$35 - $42 per hour
...job poster from Ledgent Job Title: Senior Accountant Location: Dublin, CA Duration: Temporary... ...municipal accounting experience to support our client on a temporary basis for approximately 3-... ...ago Accounts Receivable Specialist/ Staff Accountant-Contractor San Francisco Bay...Hourly payFull timeTemporary workFor contractorsLocal area- ...is a full-time on-site role for an Entry Level Staff Accountant at our Pleasanton, CA office. The Staff Accountant... ...involves working closely with team members and clients to deliver high-quality financial and tax services. Qualifications Knowledge of accounting principles...Full timeWork at office
- ...Aardvark Tax Advisors is an AI-native tax, accounting, and advisory firm that combines startup speed with enterprise-grade rigor. We are the accounting and client services practice of Cynch AI, the platform democratizing access to financial expertise for small businesses...Work at officeLocal area
$120k - $204k
...and business partnering activities for the Epicor Consulting Services (ECS) organization. You will be responsible for delivering accurate... ...Administration degree, Bachelor of Science degree in Finance, Accounting, Economics, or a related field, or equivalent experience.What...Permanent employmentFull timeRelocation- ...providing comprehensive audit, tax, and advisory services to clients in various industries, including real... ...process. Supervise and mentor audit staff, providing guidance on technical... ...Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA certification...
$65k - $115k
...by bringing payroll, HR, benefits, and advisory services together into a single connected HCM... ...continue to invest in innovation, simplify client experiences, and shape the future of... ...each other. ~ Be personally accountable and deliver on commitments. ~...Base plus commissionFull timeContract workPart timeInternshipLocal area- DescriptionGrow your accounting career with Robert Half's Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while... ...experience through diverse, high-impact client assignments across the East Bay.To apply,...Full time
$195.1k - $265.9k
...be Among the top 20 Largest Accounting and Consulting Firms in the Nation... ...and workflow of multiple clients and related deliverables to minimize... ...pursue potential extended services for existing clientsReview or... ...Armanino LLP and Armanino Advisory LLC, independently owned...Full timeContract workLocal areaFlexible hours- ...oversee assurance engagements across multiple clients. You will manage engagement work streams, plan engagements, supervise staff, and ensure delivery of high-quality... ...trusted advisor to clients, resolve complex accounting issues, and contribute to practice development...Flexible hours
- ?? Client Service Representative (CSR II / CSR III / Senior CSR) ?? Full-Time | Multiple Levels Available | Growth Opportunity Are you experienced in opening and closing bank accounts and delivering top-tier customer service? We ’re hiring Client Service Representatives...Full timeTemporary work
- ...Director to join our Private Client advisory practice, serving high net... ...technical review, client advisory services, engagement management, and... ...brings extensive public accounting experience, deep expertise... ...managers, supervisors, and staff to support professional development...Private practiceWork at officeLocal area
- ...Director to join our Private Client advisory practice, specializing in... ...provides strategic tax advisory services, technical review,... ...tax planning within a public accounting environment. Responsibilities... ...managers, supervisors, and staff through technical training,...Private practiceLocal area
- ...company and how we deliver for our clients, teammates, communities and... ...our commitment to supporting staff travel to and from work in... ...., Industry type): Financial Services and/or related government... ...including access to a wellbeing account, travel insurance, critical illness...Full timeWork experience placementWork at officeLocal areaFlexible hours
$206.6k - $281.5k
...Among the top 20 Largest Accounting and Consulting Firms... ...expertise to clients; and manage to budget.... ...monitor multiple client services teams on client engagements... ...management, and overall staff developmentSupervise... ...Armanino LLP and Armanino Advisory LLC, independently...Full timeContract workWork experience placementWork at officeLocal areaFlexible hours$108k - $160k
...Growth and delivering for our clients, teammates, communities and... ...solutioning positioning. Accountable for revenue/product growth, client... ...treasury products and services used by clients will also aid... ...Management Client Solutions Advisory Customer and Client Focus...Work experience placementWork at officeWork from homeFlexible hoursShift workDay shift$115.03k
...all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure... ...the perfect fit for you. Overview Patelco accounting group is seeking a technical accountant for accounting policy...Full timeTemporary workPart timeWork experience placementFlexible hours- ...are currently seeking a Financial Crime Advisory Consultant to join our team in Dublin, Dublin... ...A strong background in retail financial services advisory (preferably 10+ years of change... ...100. We are committed to accelerating client success and positively impacting society...Work at officeRemote workFlexible hours
- DescriptionOverview:This position is in TPMG Physician Services group which administers the physician... ..., prepares month end close journals and account reconciliations, analyzes account... ...service; understanding and anticipating client needs; minimizing follow-up; and maximizing...Work experience placement
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