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Client Accounting Service Manager
$85k-107k (estimate)
Full Time | Professional Associations 7 Months Ago
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Wheeler Accountants is Hiring a Client Accounting Service Manager Near San Jose, CA

The ideal candidate will have the following:

  • CPA firm experience 
  • A high degree of technical competence and a strong sense of confidence in one’s own abilities.
  • Ability to manage the accounting and bookkeeping preparation of client data including bank reconciliations
  • Ability to manage employees in payroll journal entries, work in progress and other month end reconciliations
  • Ability to manage and prepare trial balances in preparation of income tax returns
  • Ability to manage and prepare payroll taxes, sales tax, 1099’s, and manage property tax returns and client audits
  • Ability to manage and prepare depreciation and amortization schedules
  • Business consulting including QuickBooks upgrades, data imports into QuickBooks and analyze/design spreadsheets as needed for clients
  • Solid attention to detail with excellent communication & organizational skills
  • Ability to multi-task and manage conflicting priorities while resolving problems quickly
  • A proven track record of hard work and success – whether in work or other activities

Position Responsibilities:

  • Ownership of our clients accounting needs
  • Review preparation of monthly journal entries and supporting schedules/reconciliations including areas such as accruals and A/P, payroll, bank, pre-paid, fixed assets, income tax and credit cards.
  • Perform general ledger reconciliations, journal entries and adjustments. Oversee the firm clients’ A/R and A/P process
  • Perform/review fixed assets and depreciation schedules.
  • Mentoring & and training client accounting employees in their roles. 
  • Experience and Education
  • Eight plus years client accounting experience with a CPA firm or accounting firm. 
  • BA/BS in Accounting, Finance or related field.
  • CPA License or EA preferred but not required.
  • Strong ability to meet and exceed deadlines.
  • Manage multiple items at once and meet and exceed expectations.
  • Experience with multiple accounting systems

Benefits:
Competitive Bay Area salary, Salary range: $130,000 to $170,000. The pay range reflects the San Francisco Bay Area. Compensation will be adjusted for each candidate based on their geographic location.

Medical and Flex spending benefits
401(k) with employer match
PTO

Job Summary

JOB TYPE

Full Time

INDUSTRY

Professional Associations

SALARY

$85k-107k (estimate)

POST DATE

10/25/2023

EXPIRATION DATE

04/28/2024

WEBSITE

wheelercpa.com

HEADQUARTERS

SAN JOSE, CA

SIZE

<25

FOUNDED

1950

CEO

DEE SMITH

REVENUE

$5M - $10M

INDUSTRY

Professional Associations

Related Companies
About Wheeler Accountants

The partners and staff at Wheeler Accountants (WCPA - formerly LMGW) combine to offer a full range of audit, accounting, taxation, consulting and compliance services for our clients. We "solve for accounting". WCPA serves a wide variety of individuals and businesses; from high-net worth individuals running public companies to small business owners and individuals looking for financial and tax advice. WCPA has the professionalism, technical knowledge, resources, and commitment to excellence necessary to help you navigate the financial landscape. WCPA is the largest tax preparation firm in the S...ilicon Valley and has been named one of Accounting Today's (as LMGW) "Best Accounting Firms to Work" six times. More
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