Cetera Financial Group Inc logo

Senior Bookkeeper/Accountant

Cetera Financial Group Inc

  • Danville, CA
  • 30+ days ago
  • $69,000–$89,000 Per Year

Highlights

Maintain organized workpapers and supporting documentation, manage assigned responsibilities independently, meet deadlines, and learn new accounting, tax, and office software as needed. As a Senior Bookkeeper/Accountant, you will independently manage client accounting and bookkeeping responsibilities, maintain accurate financial records, and provide responsive, professional service.

Numbers & Facts

LocationDanville, CA
IndustryFinancial Services
Salary$69,000–$89,000 Per Year
Company Size100 to 499 employees
Websitehttps://www.cetera.com

Description

At Cetera, we need detail-oriented professionals who help us deliver quality and value to our clients. As a Senior Bookkeeper/Accountant, you will independently manage client accounting and bookkeeping responsibilities, maintain accurate financial records, and provide responsive, professional service. We are currently seeking a Senior Bookkeeper/Accountant to join our team in Danville, California.

What you will do:

  • Maintain accurate client books and accounting records in QuickBooks, including general ledger maintenance and account reconciliations.
  • Prepare and review trial balances, post adjusting journal entries, and support month-end and year-end accounting procedures.
  • Review financial information and analyze account activity to identify discrepancies, unusual items, and opportunities for correction.
  • Prepare and assist with payroll tax filings and related accounting compliance requirements.
  • Communicate with clients by phone, email, and in person to obtain information, answer questions, and resolve accounting matters.
  • Maintain organized workpapers and supporting documentation, manage assigned responsibilities independently, meet deadlines, and learn new accounting, tax, and office software as needed.

What you need to have:

  • Experience using QuickBooks and strong Microsoft Excel skills.
  • Solid understanding of general ledger accounting, including account reconciliations, trial balances, and adjusting journal entries.
  • Knowledge of payroll taxes, payroll-related accounting, and associated filing requirements.
  • Strong attention to detail, accuracy, organization, time management, and the ability to prioritize multiple deadlines.
  • Excellent written and verbal communication skills, professional client service, and the ability to work independently with minimal supervision.
  • Ability to learn and effectively use new software and technology.

What is nice to have:

  • Experience preparing individual and business tax returns.

Compensation (Colorado, Connecticut, California and Remote)

The base annual salary range for this role is $69,000 to $89,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

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About Company

Are you a forward-thinker? Are you energized by a challenge? Do you want to make a difference? If you are looking for a dynamic company where you can build the future of independent financial advice with inspiring teammates—and have fun along the way—we think you’ll like it here. At Cetera, our Guiding Principles reflect what matters most to us. We seek to: measure success by our advisors' success recognize the strength of our team execute with purpose & efficiency empower & inspire each other

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