Client Accounting Services Specialist

Company Description Bartlett, Pringle & Wolf, LLP (BPW) is a leading accounting and consulting firm on California’s Central Coast, headquartered in Santa Barbara. With 9 partners and over 85 team members, BPW provides premium financial services to individuals and businesses, including tax planning and compliance, audit and assurance, estate planning, business consulting, and bookkeeping. The firm is known for its people-focused culture, emphasizing integrity, quality, and clear communication while creating opportunities for team members, clients, and the community. BPW is committed to client success, delivering superior technical expertise and personalized service to help clients plan for their financial future. Team members join a collaborative environment that values professional growth and strong client relationships.

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