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The Judson Group
Los Angeles, CA, United States
Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a Senior Client Service Associate . This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service
Job Source: The Judson GroupWeaver
Pasadena, CA, United States
Client Accounting Services Senior Manager Job Category : Advisory Requisition Number : CLIEN002299 Apply now Posted : February 22, 2024 Full-Time Locations Showing 1 location Description The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many diffe
Job Source: WeaverAdvisor Business Solutions
Los Angeles, CA, United States
Our client is a well-established RIA that is currently experiencing growth and manages $5 billion AUM. They are looking for a reliable and detail-oriented Client Service Associate to join their team in Pasadena, California. The ideal candidate must possess exceptional knowledge of high-end concierge services for HNW and UHNW clients, strong organiz
Job Source: Advisor Business SolutionsArche, inc
Los Angeles
Job Description Job Description Arche is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service delivered by the
Job Source: Arche, incEast West Bank
Pasadena, CA, United States
Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets a
Job Source: East West BankDSO Management Group
Los Angeles
Job Description Job Description DSO Management Group is seeking a full-time Client Services Associate who is career-minded and possesses unmatched people skills. This is an entry-level opening NOT in a call center environment. As a result of clients placing a high value on the more personalized and direct approach and excellent customer service d
Job Source: DSO Management GroupWeaver
Los Angeles, CA, United States
Weaver is a full-service national audit, tax and advisory firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encour
Job Source: WeaverPrivate
Los Angeles, CA, United States
Position Overview: We are seeking a detail-oriented Client Accounting/Finance Manager to join our team in Santa Monica Los Angeles. This role is critical in managing the financial aspects of our client accounts, ensuring accurate billing, and providing financial insights that drive business decisions. The ideal candidate will possess strong financi
Job Source: PrivateLos Angeles, CA, United States
The Weaver Experience
Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions.
While our business is based in numbers, our success is truly based on people. It's why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values. Weaver's core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team and our firm.
Learn more about our services, industry experience and culture at weaver.com.
Position Profile
Weaver's Client Accounting Services practice is expanding! With 70 years of experience providing accounting and finance support and guidance to our clients, our team has the knowledge and experience to assist clients of all sizes in various industries.
We are seeking a Senior Associate to provide general accounting and financial advisory services to our clients. The ideal candidate will enjoy interacting with client personnel at all levels. This person will have proven technical accounting and financial reporting skills to deliver results with Weaver's high standard of client service.
Responsibilities:
Maintain client books and records, including bank and credit card reconciliations, invoicing, billing, treasury management, accounts payable, payroll processing, and expense reporting
Perform general ledger accounting and closing of the books
Prepare journal entries and gather support for review
Reconcile account balances to supporting schedules
Conduct investigation on variances
Prepare work papers and financial statements
Research and solve more complex accounting issues
Identify and anticipate problem areas and work to provide solutions
Review and summarize client documents
Write management reports
Assist Managers and Partners with various advisory projects as needed, including audit preparation, financial modeling, and data analysis
Supervise and train Associates on various accounting and finance-related projects
Interact with clients in a professional manner through remote conferencing and/or in-person client meetings, including traveling to client sites as requested
Education and Skills
Bachelor's degree in Accounting or related field
3-4 years of experience in private or public accounting, including 2 years of audit/assurance experience in public accounting
CPA or CPA candidate preferred
Strong analytical ability and attention to detail
Advanced proficiency in Excel and Word
Familiarity with QuickBooks Online, Xero, Sage Intacct, and other accounting ERP systems
Superior verbal and written communication skills
Ability to work both independently and as part of a team
Understanding of accrual-basis accounting and GAAP
Experience with drafting financial statements (balance sheet, income statement, statement of cash flows) in accordance with US GAAP
Annual Base Pay Range in California:$80,000 to $95,000
Exact compensation may vary based on skills, experience, and location.
Accounting for more than numbers! At Weaver, we recognize that everyone brings different strengths, backgrounds and working styles to our team. We cultivate a safe and inclusive work environment that celebrates each individual's unique qualities through visibility, progression, advocacy and support. We are proudly an equal opportunity employer.
Employee Referral Program Eligible
We appreciate you exploring a career with Weaver! Interested applicants should apply directly to the job posting. At this time, we are not accepting resume submissions by third party staffing agencies for this role.
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Email Alert for Client Accounting Services Senior Associate or Supervisor jobs in Los Angeles, CA, United States
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