Client Accounting Services Specialist Job at Bartlett, Pringle & Wolf, LLP (Santa Barbara)

Client Accounting Services Specialist

We are seeking a self-motivated, reliable, detail-oriented individual with a str...

Location

United States , Santa Barbara

Salary:

Not provided

Bartlett, Pringle & Wolf, LLP

Expiration Date

Until further notice

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

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

What we offer

Health insurance benefits
401(k) Plan
Flexible Benefit Plan
Profit-sharing
Bonus opportunities
Flexibility with work schedules

Fulltime

Client Specialist, Cloud Service Providers

This role has been designated as ‘Remote/Teleworker’, which means you will prima...

Location

United States , West Coast or Texas

Salary:

189500.00 - 445500.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

University or Bachelor’s Degree preferred, or equivalent experience
Engineering or technology education, advanced degree or MBA desired
Typically 6-10+ years account management experience
Experience in IT industry preferred
Experience working within an IT department and/or working within customers is a plus
Experience in vertical industry preferred
Experience in different sales roles is a plus

Job Responsibility

Manages one or several larger accounts or acts as the account lead for a substantial part of a top account
Understands the customer’s IT and business objectives, priorities, requirements and challenges, and adds value by implementing HPE’s strategy
Drives business performance for all HPE BUs and manages the portfolio mix to optimize profitability of the account
Accountable for pipeline building
accountable for and supportive in deal closing and orchestrating the deal team
Builds and develops relevant customer relationship networks with key influencers and decision makers in IT and business
Develops and engages with the extended partner ecosystem to maximize HPE’s presence in the account
Constantly develops information technology industry knowledge to position HPE’s portfolio in the account
Orchestrates, engages, guides and provides feedback to the extended account team members
Acts as customer’s advocate inside HPE

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Client Specialist, Cloud Service Providers

Manages a portfolio of 5-10 customers, a mix of existing and high-value whitespa...

Location

United States

Salary:

189500.00 - 445500.00 USD / Year

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Bachelor’s Degree or equivalent experience
Typically, 6-10+ years of account management experience in the IT industry
Understanding and experience selling HPE AI products and solutions
IT Industry Knowledge: Strong understanding of IT trends and HPE's portfolio
AI Market Landscape and Trends: Strong understanding of AI trends and HPE's AI portfolio
Sales Execution: Proven ability to deliver on sales objectives and close complex deals
Strategic Planning: Skilled in articulating a vision aligned with HPE's strategy
Leadership: Experienced in leading teams in a complex matrix organization
Vertical Industry Knowledge: Understanding of the Cloud Service Provider landscape preferred
Successful track record: delivering against revenue goals and quota attainment

Job Responsibility

Customer Engagement: Develops and maintains professional relationships with key influencers and decision-makers
Understands customer IT and business objectives to align HPE solutions with their priorities
C-Level Experience: Comfortable and experienced with engagement and cultivating executive relationships
Business Growth: Builds and executes plans to drive growth and profitability
Identifies opportunities, leads pipeline building, and drives deals to closure through multi-disciplinary teams
AI and HPC/AI Solutions: Applies knowledge of the AI market landscape and experience selling HPE HPC/AI solutions to drive sales and customer engagement
Partner Ecosystem: Develops and governs partner relationships to maximize HPE's presence in accounts
Team Leadership: Leads the extended account team, providing feedback and guidance to ensure successful sales engagements

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Fulltime

Service Assurance Center Accounts Specialist

Allied Universal’s SAC operates 24 hours per day, 365 days per year, and is a cr...

Location

United States , White Plains

Salary:

22.00 USD / Hour

Allied Universal®

Expiration Date

Until further notice

Requirements

High School diploma or equivalent
Minimum of one (1) year of prior customer service experience
Ability to navigate a web-based system and type while assisting callers
Experience working in a team environment as well as independently
Ability to multi-task in a fast-paced environment, while showcasing strong attention-to-detail
Strong verbal and written communication skills with an emphasis on providing excellent customer service over the phone
Highly motivated self-starter

Job Responsibility

Monitor and adjust schedules in real time by identifying unscheduled or missed shifts, ensuring site management is notified, and updating records to reflect actual service hours
Create and maintain accurate attendance exception records, collaborating with local branches and clients to resolve scheduling issues promptly
Monitor and respond to safety check calls and emergency situations by contacting appropriate personnel and documenting with incident reports
Train/retrain officers on call-in procedures
Provide feedback to account managers, by way of notes or e-mails, on anything that needs to be corrected with their accounts, employees, or site schedules
Use the Guard Management Platform (GMP) to ensure requests are replied to and closed out properly for proper invoicing
Receive calls from Allied Universal employees and transfer calls to appropriate personnel
Create and distribute after-action reports directly to the client

What we offer

Medical, dental, vision, basic life, AD&D, retirement plan and disability insurance
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.

Fulltime

Accounts Receivable Specialist

This job involves working at a client's site to handle accounts receivable proce...

Location

United States , Milwaukee

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Solid understanding of Accounts Receivable (AR)
5+ years of experience in an A/R role preferred
Competent with spreadsheets and databases
Strong attention to detail
Articulate customer service and interpersonal skills, especially when interacting with those in technical and financial backgrounds
AA or BS/BA degree in Accounting, Business, or similar preferred

Job Responsibility

Execute daily processes and controls accurately and in a timely manner
Maintain compliance with company policies
Provide excellent customer service to internal and external business partners and clients
Maintain proper storage of invoices, payment records, and other documents by organizing, logging, scanning, and filing them
Assist the AR/Finance Department with administrative tasks
Help with internal and external audits as required
Process, verify, and post receipts, ensuring proper application to customer accounts
Reconcile accounts receivable ledgers to ensure all payments are accounted for and properly posted
Handle cash applications and payment discrepancies while working closely with customers to resolve outstanding balances
Open, organize, and distribute department mail daily

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) or deferred compensation plan
Paid time off including vacation, sick time, and holidays
Professional networking events
Free online training

Fulltime

Accounting Specialist

The Accounting Specialist is responsible for specific administrative functions r...

Location

United States , San Antonio

Salary:

Not provided

K Harvey Brand Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting and a minimum of two years related experience
Full working knowledge of financial statements with the ability to prepare and analyze a balance sheet and profit and loss statement
Detail oriented with the ability to solve practical problems and interpret a variety of instructions furnished in written, oral, diagram, or schedule form
Good interpersonal communications skills and interactions with other department personnel as well as management
Advanced knowledge of Microsoft Office Suite applications (Excel, Word, Etc.)

Job Responsibility

Inputs all vendor invoices, expense reports, etc. to accurately bill jobs
Maintains physical and electronic vendor files
Maintains accounts payable summary
Issues checks for supplier invoices and other company-related expenses
Establishes and maintains goodwill and strong working relationships with production and media vendors and suppliers
Investigates all problem vendor inquiries
Receives all cash and checks and makes bank deposits
Manages client billing, both media and production, ensuring invoices are sent timely and correctly
Works collaboratively with the Media department to reconcile media buys and payments to vendors
Develops a working relationship with client finance departments to facilitate accounts receivable collections

Fulltime

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime

Client Accounting Services Specialist

Bartlett, Pringle & Wolf, LLP

Location:
United States , Santa Barbara

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 20, 2026

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Job Description:

Job Responsibility:

Requirements:

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Job Posted:
February 20, 2026