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

 

\nCompany Description

Bartlett, Pringle & Wolf, LLP (BPW) is a Santa Barbara-based CPA and consulting firm serving tax, audit, and client accounting services clients. The Information Technology department supports approximately 100 team members across our Santa Barbara headquarters and remote locations, and is currently modernizing the firm's technology foundation, including a move to a Microsoft Azure and Azure Virtual Desktop (AVD) environment and improved document management. IT works closely with the Partner in Charge of Technology and our Fractional CIO to keep the firm's people productive and its client work secure.

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. Headquartered in Santa Barbara, with a second office in Eagle, Idaho, BPW is home to nine partners and more than 95 team members dedicated to delivering expert guidance and personalized service to individuals and businesses alike.