Private Client Solutions Senior Accounting Specialist

Eide Bailly LLP • Reno, NV

9d • Hybrid

About The Position

A typical day in the life as a Private Client Solutions Senior Accounting Specialist in Reno, NV might include the following: Collaborates within a specialized team to deliver comprehensive accounting services for multi-generational client needs. Oversees and reviews work of Associates, providing guidance and maintaining quality standards across all deliverables. Serves as the primary point of contact for clients, responding promptly to inquiries and offering proactive solutions to meet evolving family office needs. Manages day-to-day accounting operations for clients, functioning as an extension of their internal accounting department. Collaborates with internal tax experts to deliver customized solutions to clients. Leverages secure technology solutions to maintain real-time accurate accounting records. Performs and review bank reconciliations. Prepares and supervises month-end closings, including journal entries and detailed GL account analysis, supporting Managers/Partners during the closing process. Reviews reports and filings, such as sales tax reports, year-end tax forms, and monthly/quarterly/annual financial statements. Provides Manager/Partner with analysis of accounting data to support high-level advisory services for family enterprises. Identifies and implements process improvements to enhance efficiency and client experience. Coordinates activities to meet client deadlines. Trains and mentors new team members, delegating tasks based on experience and availability while fostering professional growth. Participates in business development initiatives, proactively identifying opportunities to deliver additional value to the client, reinforcing trust and continuity across generations. Partners with leadership to execute client-directed special projects, delivering high-touch, personalized service that extends beyond traditional accounting for multi-generational family needs. Ensures timely and accurate performance on assigned projects. Maintains compliance with project budgets, turnaround times, and deadlines.

Requirements

• Bachelor’s Degree in Accounting preferred; an equivalent combination of education and experience may be substituted.
• 3+ years of accounting or bookkeeping experience required.
• Experience with multi-generational families or family office preferred.
• Comprehensive knowledge of general ledger accounting principles, ensuring accuracy and integrity for complex, multi-generational family structures.
• Strong commitment to client satisfaction and drive to deliver exceptional service in every interaction.
• Ability to think innovatively to incorporate technology solutions and streamlined processes.
• Ability to communicate clearly in writing and verbally.
• Proven ability to work on multiple projects and meet deadlines by setting priorities with work projects.
• Relationship building expertise, fostering long-term partnerships with clients and colleagues while maintaining confidentiality and sensitivity to family dynamics.
• High proficiency in technology and accounting platforms, including Microsoft Office (Word, Excel), QuickBooks, and other specialized software.
• Ability to lead teams and provide mentorship to support professional growth and development.
• Agility and adaptability, with the ability to move quick and coordinate resources to meet client needs in a dynamic family office environment.
• Must be authorized to work in the United States now or in the future without visa sponsorship.

Responsibilities

• Collaborates within a specialized team to deliver comprehensive accounting services for multi-generational client needs.
• Oversees and reviews work of Associates, providing guidance and maintaining quality standards across all deliverables.
• Serves as the primary point of contact for clients, responding promptly to inquiries and offering proactive solutions to meet evolving family office needs.
• Manages day-to-day accounting operations for clients, functioning as an extension of their internal accounting department.
• Collaborates with internal tax experts to deliver customized solutions to clients.
• Leverages secure technology solutions to maintain real-time accurate accounting records.
• Performs and review bank reconciliations.
• Prepares and supervises month-end closings, including journal entries and detailed GL account analysis, supporting Managers/Partners during the closing process.
• Reviews reports and filings, such as sales tax reports, year-end tax forms, and monthly/quarterly/annual financial statements.
• Provides Manager/Partner with analysis of accounting data to support high-level advisory services for family enterprises.
• Identifies and implements process improvements to enhance efficiency and client experience.
• Coordinates activities to meet client deadlines.
• Trains and mentors new team members, delegating tasks based on experience and availability while fostering professional growth.
• Participates in business development initiatives, proactively identifying opportunities to deliver additional value to the client, reinforcing trust and continuity across generations.
• Partners with leadership to execute client-directed special projects, delivering high-touch, personalized service that extends beyond traditional accounting for multi-generational family needs.
• 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: Senior