Lindquist, von Husen & Joyce LLP

Client Accounting and Advisory Lead

Lindquist, von Husen & Joyce LLP

full-time

Posted on:

Location Type: Remote

Location: California • United States

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Salary

💰 $100,000 - $115,000 per year

Job Level

Senior

About the role

  • Provide excellent accounting, advisory, and customer service to our clients
  • Monthly closing: Account reconciliation, Bank reconciliation, Budget and actual variance analysis, Balance Sheet account analysis, Preparation of recurring journal entries and adjusting entries, Preparation of internal financial reports, Preparation of government agency reports, Preparation of year-end audit schedules
  • Transaction processing: Accounts payables, Cash receipts processing, Payroll processing, Preparation of intercompany bank transfers, Preparation and monitoring of development draw packages, Review of audited financial statements
  • Manage client relationship for multiple clients that we handle the accounting tasks for, and occasionally meet (over the phone, in person and via Zoom) to answer questions and present financial statements as needed
  • Recommendation of process improvements and internal controls

Requirements

  • Possession of a Bachelor’s Degree in Accounting or Finance
  • Prior experience working in a client accounting capacity with nonprofit organizations
  • Proven knowledge of accounting principles, practices, standards, laws and regulation
  • Ability to establish and maintain databases, keep complex records and files, and analyze financial data
  • Analytical, quantitative, and problem skills
  • Must have strong experience with Microsoft Excel and Word
  • Proficient in report creation
  • Must be able to communicate effectively in English – both verbally and in writing
  • Excellent communication and interpersonal skills, with the ability to work independently and as part of a team, with a strong focus on customer service and support
  • Strong interpersonal and client-service skills required, and the ability to successfully prioritize and manage multiple clients’ needs, while maintaining a high level of accounting service and professionalism
  • Works accurately and precisely with tasks of a detailed nature
  • Confident in one’s abilities and able to work independently, with minimal direction
  • Ability to stay on top of a variety of commitments and deadlines
  • Be willing and can travel within the greater San Francisco Bay Area, with some occasions outside of the Bay Area.
Benefits
  • Flexible work arrangements, including working remotely, so your well-being always comes first
  • Paid Time Off program
  • Time off for major holidays
  • Company-paid, long-term disability
  • Employee Assistance Program (EAP)
  • Medical (HMO and PPO), dental and vision insurance (100% covered for employees)
  • Flexible Spending Account
  • 401(k) - 3% annual compensation contribution; Employer matching, Profit-sharing plan
  • Annual salary reviews
  • Regular performance feedback
  • Education and CPA license reimbursement
  • Regular technical training; CPA license hours
  • Referral commission for new business
  • Referral commission for experienced professional hire referrals
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account reconciliationbank reconciliationbudget variance analysisbalance sheet analysisjournal entriesfinancial reportingaccounts payablepayroll processingfinancial data analysisreport creation
Soft Skills
customer servicecommunication skillsinterpersonal skillsanalytical skillsproblem-solving skillsorganizational skillsindependenceteamworkprioritizationattention to detail
Certifications
Bachelor’s Degree in AccountingBachelor’s Degree in Finance