CAAS Accounting Senior - Family Office (Professional Services)
About The Position
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking an Accounting Senior with experience, to join our CAAS (Professional Services Industry) group in our Century City, CA office.
Requirements
- 2 years of relevant accounting and/or financial experience is required.
- Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
Nice To Haves
- Working knowledge of personal and corporate charts of accounts
Responsibilities
- Communicates directly with clients in collaboration with managers and liaises with third‑party advisors
- Monitors daily client activity, handles requests, and conducts timely follow‑ups on outstanding matters
- Reviews bank balances daily and facilitates funding with the client, as needed
- Develops working knowledge of insurance coverages, retirement plans, and gift/estate planning concepts
- Tracks commissionable income and prepares monthly commission reconciliations
- Assists clients with applications and bank communications
- Reviews daily and monthly bank reconciliations
- Prepares monthly cash‑flow reports
- Performs monthly, quarterly, and annual close activities
- Utilizes available tools to run desks efficiently (e.g., credit card allocation module, bill scheduler/repetitive, repository, and other tools as directed by managers)
- Supervises, mentors, and manages Analysts and Associates
- Identifies inefficiencies and implements changes (e.g., going paperless, electronic payments vs. live checks)
- Other related duties as assigned
Benefits
- health
- dental
- vision
- 401k
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What This Job Offers
Job Type
Full-time
Career Level
Senior
