Client Accounting and Advisory Lead

Lindquist, von Husen & Joyce LLP•San Francisco, CA

1d•$100,000 - $115,000

About The Position

Lindquist, von Husen & Joyce LLP is a premier public accounting firm located in the San Francisco Bay Area. Talent is our biggest asset and we believe in creating a place where you get the tools you need for success. When you succeed, we all do! We are currently looking for a Client Accounting and Advisory Lead in our CAS+ division who will provide excellent accounting, advisory, and customer service to our clients.

Requirements

Possession of a Bachelor’s Degree in Accounting or Finance
Prior experience working in a client accounting capacity with nonprofit organzations.
Prior relevant bookkeeping experience
Proven knowledge of accounting principles, practices, standards, laws and regulation
Ability to establish and maintain databases, keep complex records and files, and analyze financial data
Analytical, quantitative, and problem skills
Must have strong experience with Microsoft Excel and Word
Proficient in report creation
Must be able to communicate effectively in English – both verbally and in writing
Excellent communication and interpersonal skills, with the ability to work independently and as part of a team, with a strong focus on customer service and support
Strong interpersonal and client-service skills required, and the ability to successfully prioritize and manage multiple clients’ needs, while maintaining a high level of accounting service and professionalism
Works accurately and precisely with tasks of a detailed nature
Confident in one’s abilities and able to work independently, with minimal direction
Ability to stay on top of a variety of commitments and deadlines
Be willing and can travel within the greater San Francisco Bay Area, with some occasions outside of the Bay Area

Responsibilities

Account reconciliation
Bank reconciliation
Budget and actual variance analysis
Balance Sheet account analysis
Preparation of recurring journal entries and adjusting entries
Preparation of internal financial reports
Preparation of government agency reports
Preparation of year-end audit schedules
Accounts payables
Cash receipts processing
Payroll processing
Preparation of intercompany bank transfers
Preparation and monitoring of development draw packages
Review of audited financial statements
Manage client relationship for multiple clients that we handle the accounting tasks for, and occasionally meet (over the phone, in person and via Zoom) to answer questions and present financial statements as needed
Recommendation of process improvements and internal controls

Benefits

Flexible work arrangements, including working remotely, so your well-being always comes first
Paid Time Off program
Time off for major holidays
Company-paid, long-term disability
Employee Assistance Program (EAP)
Medical (HMO and PPO), dental and vision insurance (100% covered for employees)
Flexible Spending Account
401(k) - 3% annual compensation contribution; Employer matching, Profit-sharing plan
Annual salary reviews
Regular performance feedback
Education and CPA license reimbursement
Regular technical training; CPA license hours
Referral commission for new business
Referral commission for experienced professional hire referrals