Private Client Solutions Manager

Eide Bailly LLP • Woodland Hills, CA

5d • Onsite

About The Position

This role executes client-directed special projects, delivering high-touch, personalized service that extends beyond traditional accounting for multi-generational family needs. The position monitors evolving client needs proactively and aligns services to deliver measurable value. It evaluates the costs, benefits, and risks of alternative solutions to client problems or needs. The role collaborates with internal tax experts to deliver customized solutions to clients. It builds enduring relationships by integrating financial expertise with personalized service, ensuring clients feel supported and understood. The Private Client Solutions Manager functions as the client’s dedicated accounting department, managing all day-to-day financial operations. This role manages a team of accounting professionals, ensuring quality control, efficiency, and scalability in service delivery. It leverages advanced technology platforms to maintain real-time visibility into transactions, enabling timely insights and informed decision-making. The position implements systems that streamline workflows and reduce risk, enhancing operational efficiency for clients. It reviews month-end balancing, journal entries, and GL analysis, translating data into actionable insights. The role acts as a personal CFO to provide strategic advisory services—including budgeting, forecasting, and cash flow optimization. It prepares and analyzes client’s key performance indicators (KPIs) and other management reports. The position communicates clear, timely month-end results and prepares all required reports—sales tax filings, year-end tax forms, and financial statements. It identifies opportunities to simplify processes and reduce complexity, adding efficiency without sacrificing accuracy. The role mentors and trains staff to elevate technical proficiency and client service standards within private accounting. It actively seeks feedback to innovate and refine service offerings of the Private Client Solutions practice. The position participates in business development initiatives, proactively identifying opportunities to deliver additional value to the client, reinforcing trust and continuity across generations. It develops new product offerings based on identified needs of clients. The role manages client billings to ensure they reflect client services provided. It participates in community organizations and industry functions. The position ensures timely and accurate performance on assigned projects and maintains compliance with project budgets, turnaround times, and deadlines.

Requirements

• Bachelor’s Degree in Accounting or equivalent combination of education and experience preferred.
• 10+ years of accounting or bookkeeping experience required including experience managing staff.
• Experience with multi-generational families, HNW or family office required.
• Demonstrates deep knowledge of general ledger accounting principles, ensuring accuracy and compliance for complex, multi-entity structures typical of Family Offices and High Net Worth clients.
• 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.
• Builds and sustains trusted partnerships with clients and internal teams, creating a collaborative environment that prioritizes discretion, responsiveness, and personalized service.
• 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.

Nice To Haves

• Valid Certified Public Accountant or Certified Management Accountant license preferred.

Responsibilities

• Executes client-directed special projects, delivering high-touch, personalized service that extends beyond traditional accounting for multi-generational family needs.
• Monitors evolving client needs proactively and aligns services to deliver measurable value.
• Evaluates the costs, benefits and risks of alternative solutions to client problems or needs.
• Collaborates with internal tax experts to deliver customized solutions to clients.
• Builds enduring relationships by integrating financial expertise with personalized service, ensuring clients feel supported and understood.
• Functions as the client’s dedicated accounting department, managing all day-to-day financial operations.
• Manages a team of accounting professionals, ensuring quality control, efficiency, and scalability in service delivery.
• Leverages advanced technology platforms to maintain real-time visibility into transactions, enabling timely insights and informed decision-making.
• Implements systems that streamline workflows and reduce risk, enhancing operational efficiency for clients.
• Reviews month-end balancing, journal entries, and GL analysis, translating data into actionable insights.
• Acts as a personal CFO to provide strategic advisory services—including budgeting, forecasting, and cash flow optimization.
• Prepares and analyzes client’s key performance indicators (KPIs) and other management reports.
• Communicates clear, timely month-end results and prepares all required reports—sales tax filings, year-end tax forms, and financial statements.
• Identifies opportunities to simplify processes and reduce complexity, adding efficiency without sacrificing accuracy.
• Mentors and trains staff to elevate technical proficiency and client service standards within private accounting.
• Actively seeks feedback to innovate and refine service offerings of the Private Client Solutions practice.
• Participates in business development initiatives, proactively identifying opportunities to deliver additional value to the client, reinforcing trust and continuity across generations.
• Develops new product offerings based on identified needs of clients.
• Manages client billings to ensure they reflect client services provided.
• Participates in community organizations and industry functions.
• 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
• a referral program

What This Job Offers

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