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Client Accounting Services Specialist

Bartlett, Pringle & Wolf, LLP

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Location:
United States, Santa Barbara

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We are seeking a self-motivated, reliable, detail-oriented individual with a strong work ethic who enjoys working in a fast-paced environment to join our growing Client Accounting Services team. The ideal candidate must have extensive accounting knowledge, including a high-level understanding of all general ledger transactions as reported in the financial statements, journal entries, and balance sheet reconciliations; and a good understanding of GAAP, and be current on technological solutions. This position will be responsible for performing monthly financial reporting for a variety of diverse entities as well as providing excellent customer service.

Job Responsibility:

  • Maintain accounts receivables and payables
  • Record and reconcile inventory, revenue, expenses, and fixed asset activities
  • Ensure accurate and timely preparation of monthly financial statements and cash flow statements
  • Prepare payroll, payroll tax returns, and sales tax returns
  • Prepare Forms 1096/1099 and Forms W-2/W-3
  • Investigate and correct errors and inconsistencies in financial entries
  • Analyze, develop, and implement improvements or recommendations for clients
  • Manage electronic files, documents, and schedules

Requirements:

  • Minimum of 5 years of accounting experience
  • Working experience with QuickBooks Online or similar accounting software
  • Bachelor’s degree in accounting or business administration with an emphasis in accounting strongly preferred
  • Enjoy working in a team environment
  • Desire to continue learning
  • Ability to interact with a variety of clients in a professional and courteous manner
  • Possess strong communication skills
  • Ability to prioritize workload to meet important deadlines
What we offer:
  • Health insurance benefits
  • 401(k) Plan
  • Flexible Benefit Plan
  • Profit-sharing
  • Bonus opportunities
  • Flexibility with work schedules

Additional Information:

Job Posted:
December 06, 2025

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