Private Client Solutions Accounting Specialist

Eide Bailly LLP • Woodland Hills, CA

1d • Onsite

About The Position

Works on a team to deliver comprehensive accounting services tailored to multi-generational client needs. Manages day-to-day accounting operations for clients, acting as an extension of their internal accounting department. Serves as the primary point of contact for clients on routine accounting matters, fostering strong, service-oriented relationships across generations. Leverages secure technology solutions to maintain real-time, accurate accounting records. Collaborates with internal tax experts to deliver customized solutions to clients. Provides Senior/Manager with analysis of accounting data to enable strategic, high-level advisory services for family enterprises. Offers backup support to other staff, ensuring continuity of service for clients. Contributes to business development initiatives by identifying opportunities to deliver additional value to clients, reinforcing long-term, multi-generational partnerships. Supports Private Client Solutions team in fulfilling client-directed special projects, ensuring responsiveness and excellence across a wide range of needs—not limited to accounting services—to deliver exceptional client experiences. Ensures timely and accurate performance on assigned projects. Maintains compliance with project budgets, turnaround times, and deadlines.

Requirements

• Associate's Degree or Bachelor Degree in Accounting or equivalent combination of education and experience preferred.
• Deep knowledge of general ledger accounting principles, ensuring accuracy and confidentiality for complex, multi-generational family structures.
• Ability to think innovatively to incorporate technology solutions and streamlined processes.
• Ability to communicate clearly in writing and verbally.
• Ability to work on multiple projects and meet deadlines by setting priorities with work projects.
• Proven relationship-building skills, fostering long-term partnerships with clients and internal teams while maintaining discretion and sensitivity to family dynamics.
• High proficiency in technology and accounting platforms, including Microsoft Office (Word, Excel), QuickBooks, and other specialized software.
• Must be authorized to work in the United States now or in the future without visa sponsorship.

Responsibilities

• Manages day-to-day accounting operations for clients, acting as an extension of their internal accounting department.
• Serves as the primary point of contact for clients on routine accounting matters, fostering strong, service-oriented relationships across generations.
• Leverages secure technology solutions to maintain real-time, accurate accounting records.
• Collaborates with internal tax experts to deliver customized solutions to clients.
• Performs timely reconciliation of client bank accounts to ensure financial integrity.
• Executes month-end balancing and journal entries, providing detailed analysis of general ledger accounts to support Seniors/Managers during the closing process.
• Prepares reports and filings—including sales tax reports, year-end tax forms, and monthly/quarterly/annual financial statements.
• Provides Senior/Manager with analysis of accounting data to enable strategic, high-level advisory services for family enterprises.
• Identifies and recommends process improvements to enhance efficiency and client experience.
• Offers backup support to other staff, ensuring continuity of service for clients.
• Contributes to business development initiatives by identifying opportunities to deliver additional value to clients, reinforcing long-term, multi-generational partnerships.
• Supports Private Client Solutions team in fulfilling client-directed special projects, ensuring responsiveness and excellence across a wide range of needs—not limited to accounting services—to deliver exceptional client experiences.
• Ensures timely and accurate performance on assigned projects.
• Maintains compliance with project budgets, turnaround times, and deadlines.

Benefits

• generous paid time off
• comprehensive medical, dental, and vision insurance
• 401(k) profit sharing
• life and disability insurance
• lifestyle spending account
• certification incentives
• education assistance
• referral program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree