CrawlJobs Logo

Client Accounting Services Experienced Staff

Wheeler Accountants LLP

Location Icon

Location:
United States, San Jose

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

74000.00 - 90000.00 USD / Year

Job Responsibility:

  • Ownership of our clients accounting needs
  • Prepare 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
  • Collaborate with team members to deliver timely, accurate client deliverables

Requirements:

  • Technical competence and confidence in one's own abilities
  • Ability to manage the accounting and bookkeeping preparation of client data including bank reconciliations
  • Ability to prepare payroll journal entries, work in progress and other month end reconciliations
  • Ability to prepare payroll taxes, sales tax, 1099’s, and property tax returns
  • Ability to prepare depreciation and amortization schedules
  • Basic knowledge of Microsoft Excel
  • 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
  • Construction Accounting experience
  • Strong knowledge of QuickBooks Online, Foundation, and/or other Construction specific accounting software experience
  • 1-3 years of accounting experience
  • Strong ability to meet and exceed deadlines
  • Strong ability to manage multiple projects at once
  • Experience with multiple accounting systems
What we offer:
  • Competitive Bay Area salary
  • Medical and Flex spending benefits
  • 401(k) with employer match
  • 22 paid holidays + PTO
  • Flexible work schedule
  • later options to work Hybrid or Remote

Additional Information:

Job Posted:
December 13, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Client Accounting Services Experienced Staff

New

Director & senior manager

Director & Senior Manager position within the Dopkins Assurance Services Group, ...
Location
Location
United States , Buffalo
Salary
Salary:
Not provided
Dopkins & Company, LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Managing client relationships and assuming the role as a trusted advisor to our clients
  • Assuming the role of client service coordinator by working collaboratively within the Firm structure to serve our clients
  • Managing client deliverables and be able to accept final responsibility for decisions and the client work product
  • Managing risk in the client service process by following professional standards
  • Keeping current with a changing Federal and State regulatory environment
  • Demonstrating critical thinking ability
  • Exhibiting sound and practical business judgment
  • Operating with a commitment to ethical behavior, integrity and accountability
  • Having a high level of expertise and can contribute to the thought leadership within the Firm
  • Self-motivation to develop technical & professional skills
Job Responsibility
Job Responsibility
  • Assume a leadership role within our Firm and the Assurance Services Group (AS) by serving on the AS leadership team
  • Serve as a trusted advisor to a sophisticated client base and to actively engage in a leadership role with those clients
  • Mentor emerging leaders
What we offer
What we offer
  • Opportunity to be a part of the strategic vision for passing a successful Firm onto the next generation of leadership and beyond
  • Various leadership development programs and support through our status as an RSM US Alliance firm
Read More
Arrow Right
New

Manager & supervisor

Manager & Supervisor role in the Dopkins Assurance Services Group. The firm offe...
Location
Location
United States , Buffalo
Salary
Salary:
Not provided
Dopkins & Company, LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • No pathway to promotion
  • lacking guidance for career path
  • No opportunity to network or community involvement
  • limited business development skill building opportunities
  • Limited or no client interaction
  • minimal involvement in technical issues
  • knowledge on final deliverable not provided
  • Limited or no feedback on one’s own engagements
  • Limited or no performance evaluation
  • Stuck in a practice area that you are not passionate about and wanting to expand to other practice areas
Job Responsibility
Job Responsibility
  • Assume a leadership role with our Firm and the Assurance Services Group (AS) by serving on a committee or leading a service group
  • Provide excellent client service
  • Build relationships
  • Seek opportunities for personal and business growth
  • Develop a specialized technical expertise area
  • Demonstrate awareness of Firm’s risk management policies and procedures
  • Keep current with a changing Federal and State regulatory environment
  • Demonstrate critical thinking ability
  • Operate with a commitment to ethical behavior, integrity and accountability
  • Take ownership of personal career goals and seeks out mentors and advisors within the Firm
What we offer
What we offer
  • Opportunity to assume a leadership role
  • Career Advisor
  • Technical training and business development training
  • Work as a team on each engagement
  • Open-door policy with access to each partner, director or any member of the Firm
  • Access to a wide spectrum of leadership development programs and support through RSM US Alliance
Read More
Arrow Right
New

Director & Senior Manager

Director & Senior Manager role within the Dopkins Tax Advisory Group (TAG). Oppo...
Location
Location
United States , Buffalo
Salary
Salary:
Not provided
Dopkins & Company, LLP
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Managing client relationships and assuming the role as a trusted advisor to our clients
  • Assuming the role of client service coordinator by working collaboratively within the Firm structure to serve our clients
  • Managing client deliverables and be able to accept final responsibility for decisions and the client work product
  • Managing risk in the client service process by following professional standards
  • Keeping current with a changing Federal and State regulatory environment
  • Demonstrating critical thinking ability
  • Exhibiting sound and practical business judgment
  • Operating with a commitment to ethical behavior, integrity and accountability
  • Having a high level of expertise and can contribute to the tax thought leadership within the Firm
  • Self-motivation to develop technical & professional skills
Job Responsibility
Job Responsibility
  • Serve on the Tax Advisory Group (TAG) leadership team
  • Serve as a trusted advisor to a sophisticated client base
  • Actively engage in a leadership role with clients
  • Mentor emerging leaders
  • Participate in the Firm’s Leadership initiatives
  • Engage in strategic planning and share ideas for department success
  • Conduct critical conversations to improve the Firm
  • Engage and manage to Firm profitability metrics
  • Work toward team goals for profitability metrics
  • Develop relationships that result in new clients and extended services
What we offer
What we offer
  • Opportunity to assume a leadership role
  • Part of strategic vision to pass a successful Firm to next generation
  • Access to leadership development programs through RSM US Alliance
  • Opportunity to mentor emerging leaders
Read More
Arrow Right
New

Experienced Tax Manager

The Experienced Tax Manager is responsible for larger more complex tax engagemen...
Location
Location
United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL
Salary
Salary:
110000.00 - 135000.00 USD / Year
portebrown.com Logo
Porte Brown LLC
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • CPA certification
  • Accountability
  • Analytical and Problem Solving skills
  • Commitment to Excellence in Client Service
  • Executes for Results
  • Time Management
  • Business development results (Selling, cross-selling, marketing)
  • Own means of transportation
  • Regular same day travel for work at client’s facilities, meetings, and seminars is required using personal vehicle
  • On a rare occasion, out-of-town travel with overnight stay for work at clients, meetings or seminars is required using personal vehicle
Job Responsibility
Job Responsibility
  • Assumes full responsibility for supervising engagements and special assignments using established firm policies and procedures
  • Coordinate various phases of engagements - including planning, budgeting, monitoring actual performance against budget, reviewing papers for accuracy and completeness, and reviews financial statements
  • Provides supervision and on-the-job training to staff by offering guidance, direction, and constructive feedback
  • Develops and is accountable for the assignment work plan and ensures assigned tasks and responsibilities are achieved
  • Manage and guide staff on their day-to-day activities including budgeting
  • Review and manage the preparation of the tax returns in a variety of client service areas with an emphasis on high-net-worth individual income taxation, pass through entities
  • Build and maintain client relationships and manage all aspects of the client engagement process
  • Develop innovative tax planning strategies and stay abreast of current tax laws and regulatory changes
  • Research tax law and consult on tax technical questions
  • Plans and manages responsibilities and resources to achieve assigned objectives
  • Fulltime
Read More
Arrow Right

Senior Tax

This role involves overseeing a range of tax-related activities and providing in...
Location
Location
United States , Horsham
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of five years of experience in a senior tax role within a public accounting firm
  • Proficient in using Accounting Software Systems
  • Demonstrated experience in performing Accounting Functions
  • Proven expertise in Auditing and Compliance
  • Experience in Entity Formation and Financial Statement preparation
  • Strong knowledge of Public Accounting Tax and Public Accounting principles
  • Proficiency in Corporate Income Tax, Complex Tax Return, Consolidated Tax Return, and Corporate Tax Return
  • Experience in Estate Tax and Estate Tax Return preparation
  • Strong knowledge of Federal Income Tax, Federal Income Tax Return, Fiduciary Income Tax Return, and Federal Taxes
  • Proficiency in Income Tax Accounting and handling Income Tax Audits
Job Responsibility
Job Responsibility
  • Oversee all tax-related activities and ensure regulatory compliance
  • Provide innovative tax planning and consulting services to a diverse range of clients
  • Maintain up-to-date knowledge of developments in federal, state, and local tax laws and regulations
  • Offer guidance and support to less-experienced staff members
  • Manage client relationships and ensure their tax compliance
  • Collaborate with financial auditors when necessary
  • Conduct research on tax-related issues and recommend solutions
  • Participate in business development initiatives and identify opportunities for additional client services
  • Prepare complex tax returns and provide tax planning services to clients
  • Analyze and minimize tax liability through sound and informed application of laws and regulations
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Free online training
  • Fulltime
Read More
Arrow Right
New

Event Captain

As the first major chef-led catering company in New York, Cuisine Boulud New Yor...
Location
Location
United States , New York
Salary
Salary:
45.00 - 65.00 USD / Hour
The Dinex Group - Daniel Boulud
Expiration Date
December 13, 2025
Flip Icon
Requirements
Requirements
  • Required Years of Experience: 2 years
  • Punctuality
  • Attention to Detail
  • Effective Communication
  • Team Leadership
  • Problem Solving
  • Customer Service Orientation
  • Adaptability
  • Conflict Resolution
  • Ability to lift up to 40lbs, walk up and down stairs several times a shift, and stand for long periods of time
Job Responsibility
Job Responsibility
  • Time and Attendance: Arrive on time and ready for scheduled shifts while following dress code guidelines and standards
  • Supervise sign in and out for each scheduled shift
  • Exhibit accurate and effective use of time and attendance portals and procedures
  • Service and Guest Experience: Lead proper steps of service and consistently communicate them to team with efficiency and grace, while maintaining a sense of urgency throughout service
  • Anticipates client and guest needs
  • Ensure constant communication with Event Chefs, other Captains, staff members, management and all FOH and BOH personnel
  • Conduct and/or Attend all mandatory staff meetings
  • Inform staff members about all menus (components, ingredients, preparation, allergens, substitutions)
  • Educate staff members about the beverage program
  • Set Up, Break Down and Respect for Surroundings: Hold the team accountable for high standards of cleanliness and proper appearance throughout all areas of event venues
What we offer
What we offer
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Commuter Benefits
  • Dining Discounts
Read More
Arrow Right
New

Senior Manager, Planning

Planning managers at INK manage and oversee account team activities and how they...
Location
Location
United States , Austin; Denver
Salary
Salary:
80000.00 USD / Year
ink-co.com Logo
INK Communications Co.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of progressive experience in project management, agency setting preferred
  • Experience in B2B technology and/or renewable energy, preferred/required
  • Strong client relations skills and intuition
  • Excellent writing skills, clear communicator
  • Ability to organize and manage multiple client responsibilities
  • Ability to organize and manage large, complex programs and teams
  • Experienced in developing talent and acting as an approachable coach and mentor
Job Responsibility
Job Responsibility
  • Collaborates closely with team leads to drive operational effectiveness, billability, and utilization
  • Drives the planning and management of effective programs
  • Works with account lead to establish framework for measuring and communicating value to the client
  • Serves as a central and client-facing contact on assigned projects, proactively facilitating communication between departments while managing timelines and deliverables
  • Ensures priority expectations between client and INK are clear, delivered on time, and meet quality standards
  • Garners trust and rapport with the client and delivers client service in line with INK standards and Be There Before™ philosophy
  • Leads in developing project estimates, contracts and invoices
  • Works in INK’s resource management tools to forecast and manage resources and is proactive in flagging risks and opportunities
  • Seeks out and maintains a constant knowledge of current and upcoming projects, as well as business development activities as they relate to resourcing, and makes appropriate staffing recommendations
  • Builds and maintains relationships across all departments at INK and works with all INKers to understand experience, skills and career goals to match resources to best fit client, individual staff, and business goals
What we offer
What we offer
  • Hybrid work environment from our Austin or Denver offices
  • Flexible PTO with guidelines, generous holiday schedule, and early close Fridays at 2 pm in your time zone
  • Top-notch paid medical (INK pays 75%), dental, vision and life insurance which start the first of the month after hire date
  • A 401(k) retirement plan with 3% matching
  • Twelve weeks paid parental leave
  • Quarterly wellness stipend of $150
  • Paid mobile phone service
  • Quarterly volunteer days
  • Bonus programs: new business, hiring referrals, annual tenure bonus
  • Peer-to-peer rewards program
  • Fulltime
Read More
Arrow Right
New

Cpa

Tremendous opportunity for a CPA with 10+ years of experience looking to be a pa...
Location
Location
United States , Woodbury
Salary
Salary:
Not provided
reidadvisorsllc.com Logo
Reid Accountants + Advisors
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Excellent communication skills
  • Possess a positive, can-do attitude with a firm-first mindset and be a team player
  • Strong experience using tax preparation software and Microsoft Office
  • Strong experience using tax software with Thomson Reuters UltraTax CS and/or CCH ProSystem FX, Microsoft Office, and Intuit QuickBooks
  • Demonstrate knowledge of prevailing tax laws and developments
  • Be proficient in the preparation of various tax returns, including, but not limited to: Individual, Fiduciary, Corporate, Partnership, Sales Tax and Multi states
  • Proactive, self-motivated, well organized, and possess the ability to manage work effectively with others while managing client relationships
  • Superior attention to detail
  • Must be organized and proactive
  • Ability to communicate with business owners and personnel
Job Responsibility
Job Responsibility
  • Assume responsibility for planning, supervising, and completing engagements
  • Plan the timing and assigning of staff to engagements
  • Supervise and lead Managers, Supervisors, and Staff Accountants, as well as provide feedback to them and evaluate their progress
  • Develop new client contacts and relationships beneficial to the firm
  • Recognize opportunities to provide additional services to existing clients and efficiencies within the workplace
  • Apply knowledge of current issues in tax, regulatory requirements, and industry-specific concerns to clients and be able to identify where they may impact a client and recommend strategies
  • Assume responsibility for planning, supervising, and completing engagements
  • Review engagement work papers, resolve any problems and keep the partner informed of all important developments in the engagement
  • Provide on the job training to team members
  • Assist in administrative functions as assigned by the partners
What we offer
What we offer
  • Comprehensive benefits package including 401(k)
  • Fulltime
Read More
Arrow Right
Welcome to CrawlJobs.com
Your Global Job Discovery Platform
At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.