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Client Accounting Services Specialist Jobs (On-site work)

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Client Accounting Services Specialist
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Join our growing Client Accounting Services team in Santa Barbara. This role requires 5+ years of experience, deep GAAP knowledge, and proficiency in QuickBooks Online. You'll manage full-cycle accounting, financial reporting, and client service. We offer health benefits, 401(k), profit-sharing, ...
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United States , Santa Barbara
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Salary
Not provided
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Bartlett, Pringle & Wolf, LLP
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Until further notice
Explore rewarding Client Accounting Services Specialist jobs, a dynamic and growing profession at the intersection of accounting, technology, and client advisory. These specialists serve as the outsourced accounting department for a diverse portfolio of clients, often within public accounting firms or dedicated business service organizations. The role is ideal for accounting professionals who thrive on variety, enjoy direct client interaction, and prefer the operational side of finance over traditional audit or tax compliance. Professionals in these jobs act as crucial financial partners, taking full-cycle accounting off their clients' plates. Typical responsibilities encompass the complete monthly, quarterly, and annual accounting close process. This includes maintaining the general ledger, recording complex journal entries, and performing meticulous reconciliations for bank accounts, credit cards, and balance sheet accounts. A core duty is the accurate and timely preparation of financial statements—income statements, balance sheets, and cash flow statements—that provide clients with a clear picture of their financial health. Beyond reporting, specialists frequently manage accounts payable and receivable, payroll processing, and various regulatory filings such as sales tax returns and Forms 1099. The role demands a specific blend of technical expertise and soft skills. A strong foundational knowledge of GAAP (Generally Accepted Accounting Principles) is essential, coupled with high proficiency in cloud-based accounting software like QuickBooks Online, Xero, or NetSuite. Technological agility is a must, as the profession increasingly leverages automation and integrated apps. On the client-facing side, exceptional communication and service skills are paramount. Specialists must translate financial data into actionable insights, respond to client inquiries, and often recommend process improvements. Common requirements for these positions include a bachelor’s degree in accounting or a related field and several years of hands-on accounting experience. Success hinges on being detail-oriented, organized, and able to prioritize multiple client deadlines in a fast-paced environment. Ultimately, Client Accounting Services Specialist jobs offer a career path focused on building long-term client relationships and providing operational clarity. It is a profession for those who are analytical, enjoy problem-solving, and derive satisfaction from empowering business owners with accurate, timely financial information that drives strategic decision-making.

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