Client Accounting Services Experienced Staff - San Jose, CA

Wheeler Accountants LLP

  • San Jose, CA
  • 29 days ago
  • $74,000–$90,000 Per Year

Highlights

Manage accounting and bookkeeping activities for assigned clientsPrepare monthly journal entries and supporting schedules and reconciliations for accruals, accounts payable, payroll, bank accounts, prepaid expenses, fixed assets, income taxes, and credit cards. Experience managing accounting and bookkeeping for assigned clients, including bank reconciliationsExperience preparing payroll journal entries and completing work-in-progress and other month-end reconciliations.

Numbers & Facts

LocationSan Jose, CA
Salary$74,000–$90,000 Per Year

Description

Join our Client Accounting Services team and help deliver accurate, timely accounting services to a diverse portfolio of clients. This position is designed for an accounting professional who can manage recurring client work, collaborate effectively with team members, and take ownership of assigned deliverables.Qualifications

  •     One to three years of accounting experienceTechnical competence and confidence in applying accounting knowledge
  •     Experience managing accounting and bookkeeping for assigned clients, including bank reconciliationsExperience preparing payroll journal entries and completing work-in-progress and other month-end reconciliations
  •     Experience preparing payroll tax and sales tax filings, Forms 1099, and property tax returnsAbility to prepare depreciation and amortization schedules
  •     Basic proficiency in Microsoft ExcelProficiency with artificial intelligence (AI) tools is a plus
  •     Strong attention to detail and excellent communication and organizational skillsAbility to manage multiple and competing priorities while resolving problems promptly
  •     Demonstrated record of initiative, reliability, and successStrong knowledge of QuickBooks Online, Foundation, or other construction-specific accounting software
  •     Construction accounting experience preferredPosition ResponsibilitiesTake ownership of assigned clients’ accounting needs and deliverables
  •     Manage accounting and bookkeeping activities for assigned clientsPrepare monthly journal entries and supporting schedules and reconciliations for accruals, accounts payable, payroll, bank accounts, prepaid expenses, fixed assets, income taxes, and credit cards
  •     Prepare timely and accurate financial information and client deliverablesCollaborate with team members to address client needs and resolve accounting issues
  •     Meet or exceed established deadlinesManage multiple projects simultaneously
  •     Work effectively across multiple accounting systemsCompensation and BenefitsSalary range: $74,000 to $90,000. This range reflects compensation for the San Francisco Bay Area. Actual compensation will be based on the candidate’s qualifications and geographic location.Medical and flexible spending account benefits
  •     401(k) with employer match22 paid holidays plus paid time offFlexible work scheduleLocation: San Jose, CaliforniaAbout Wheeler Accountants, LLPWheeler Accountants, LLP is a full-service accounting firm providing tax, accounting, attest, and business advisory services. Based in San Jose, California, we are committed to our staff as well as our clients. We take culture seriously and have been recognized by Accounting Today as one of the Best Accounting Firms to Work For several years. We offer a comprehensive benefits package and future opportunities for hybrid or remote work because we trust our professionals to balance excellent client service with life outside the office.If your experience and work style align with this opportunity, we encourage you to apply.

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