Client Accounting Services Supervisor
4 days ago
**Key Client Responsibilities**:
- Perform accounting services, including bank and general ledger reconciliations, journal entries, compile financial statements, and create/maintain financial projections.
- Support the quarterly annual payroll and sales tax reporting and the annual 1099 and property tax return preparation processes for clients.
- Prepare and review work papers and financial statements.
- Prepare and review engagement deliverables to ensure that firm and professional standards are met.
- Manage the engagement and workflow of all client deliverables for multiple clients and engagements to minimize risk and optimize service.
Proactively identify beneficial KPIs to discuss with clients, provide value-added consulting, and potentially expand services.
- Keep the department’s Senior Manager informed about client updates, engagement status, budget adherence, and technical issues.
Proactively identify and execute appropriate delegation opportunities for department responsibilities.
Continually build on technical expertise in accounting and financial reporting by attending continuing professional education courses or utilizing other training resources.
- Stay updated on changes in trends and regulations and conduct research to provide the latest information to clients and team members.
- Analyze current processes for efficiency and make appropriate recommendations to Senior Manager.
- Provide guidance, training, and coaching to staff to ensure exceptional internal and external service delivery.
- Effectively delegate tasks to facilitate professional development and efficient utilization of firm resources.
- Other duties as assigned.
**Core Competencies**:
- Exceptional analytical, computer, and attention to detail skills.
- Ability to demonstrate exceptional organizational and time management skills.
- Ability to work effectively with others.
- Ability to define problems, draw valid conclusions, interpret an extensive variety of technical instructions and deal with abstract and concrete variables.
- Ability to communicate effectively in writing and verbally; and respond to sensitive inquiries or complaints.
- Ability to work unsupervised, under pressure, meet deadlines, and maintain flexibility with work assignments and schedule.
Demonstrated prior team supervision experience with team accountability.
**Education & Experience**:
- Bachelor’s or Associate’s degree in accounting, finance, business, or related discipline.
- In depth knowledge of accounting systems, programs, concepts, and regulations.
- At least 4 years of progressively responsible experience in field.
- At least 2 years of process and people leadership experience working closely with management.
- Proficiency in Microsoft Office, including Outlook, Word, and Excel and the ability to master additional software programs is essential.
The firm offers a hybrid schedule with a mix of in office and remote work with an expectation of regular work hours of 8:30 a.m. to 5:30 p.m., Monday-Friday.Holiday, weekend, and evening work hours will be required at times and in busy seasons. Daily access to a vehicle or other means of transportation is required to commute as needed to the office and to client offices.
**NOTICE TO THIRD PARTY AGENCIES**:
Pay: $85,000.00 - $115,000.00 per year
**Benefits**:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
- Overtime
- Weekends as needed
**Experience**:
- Microsoft Excel: 3 years (preferred)
Ability to Commute:
- La Jolla, CA 92037 (preferred)
Ability to Relocate:
- La Jolla, CA 92037: Relocate before starting work (required)
Work Location: Hybrid remote in La Jolla, CA 92037
-
Registered Client Service Associate
1 week ago
La Jolla, United States UBS Full timeYour role Are you truly service oriented? Do you know how to take care of people? We're looking for a Registered Client Service Associate to: keep management systems up-to-date with client information educate clients on account services and capabilities help with the preparation of reports and other materials for client meetings collect the right...
-
Interim Client Service Manager
3 weeks ago
La Jolla, United States Beverly Hills Rejuvenation Center Full time**Interim Client Services Manager Job Description**: **$65,000 - $85,000 + Bonus Potential** Interim position as Client Service Manager for Beverly Hills Rejuvenation Center will lead our efforts to provide exceptional client care and luxury experiences while ensuring the highest standards of service delivery. You will be responsible for managing the client...
-
Tax Manager
1 month ago
La Jolla, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...
-
Tax Manager
4 weeks ago
La Jolla, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...
-
Tax Senior Associate
1 month ago
La Jolla, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you will love from top to bottom - we give you the tools...
-
Tax Senior Associate
4 weeks ago
La Jolla, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you will love from top to bottom - we give you the tools...
-
Tax Senior Manager
1 month ago
La Jolla, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...
-
Tax Senior Manager
4 weeks ago
La Jolla, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...
-
Tax Senior Associate
4 weeks ago
La Jolla, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you will love from top to bottom - we give you the tools you...
-
Tax Experienced Associate
2 weeks ago
La Jolla, United States EisnerAmper Full timeJob Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you are starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you will love from top to bottom - we give you the tools you...
-
Client Officer
3 weeks ago
La Jolla, United States City National Bank Full timeOverview: **CLIENT OFFICER** **WHAT IS THE OPPORTUNITY?** Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the...
-
Client Officer
2 weeks ago
La Jolla, United States City National Bank Full timeOverview: CLIENT OFFICER WHAT IS THE OPPORTUNITY? Assists the Client Manager in supervising and participates in the operations, client service, and internal sales activities of the branch. Monitors and maintains operations procedures for compliance to regulations; plans and administers colleague schedules and internal workflow. They may assist the Client...
-
2024 Tax Staff I
2 weeks ago
La Jolla, United States EisnerAmper Full timeJob DescriptionAbout our Private Client Services (PCS) Team The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork,...
-
Reception Service Supervisor
7 days ago
La Jolla, United States Evans Hotels Llc Full time**LOCATION** **The Lodge at Torrey Pines** Step into the timeless craftsman charm of **The Lodge at Torrey Pines**. Overlooking the world-renowned Torrey Pines Golf Course with views of the Pacific Ocean, the AAA Five Diamond rated resort features 170 rooms and suites, 2 restaurants, a full-service spa, versatile meeting spaces, and unprecedented...
-
Supervisor, Security Services
6 days ago
La Jolla, United States Museum of Contemporary Art San Diego Full time**Museum of Contemporary Art San Diego**: Supervisor, Security Services **Department**: Security **Reports to**: Chief of Security **Employee Status**: Full-time, Non-Exempt **Primary Work Location**: La Jolla **Work Schedule**: Wednesday - Sunday (6:30 a.m. - 3:00 p.m.) **Pay Range**: $20.36 - $21.43 **JOB SUMMARY**: Ensure the safety and security of...
-
Controller, Quality Assurance
2 weeks ago
La Jolla, United States Plumb Full timeController, Quality Assurance & Training Supervisor Job Description and Ad Full Time | Remote Company Overview At Plumb, we are on a continuous journey to go above and beyond for our clients. We **focus on the numbers** so our clients can focus on growing their business - helping them save time and gain clarity while remaining in control. Job...
-
Security Site Supervisor
3 weeks ago
La Jolla, United States Allied Universal® Full timeSecurity Site Supervisor - Unarmed **Overview**: Allied Universal®, North America's leading security and facility services company, provides rewarding careers that give you a sense of purpose. While working in a dynamic, diverse and inclusive workplace, you will be part of a team that fuels a culture that will reflect in our communities and customers we...
-
Sr. Staff Accountant
2 weeks ago
La Jolla, California, United States Plumb, Inc. Defunct Full timeStaff Accountant II (SAII) Job Description Job Description - Essential Functions/Core At Plumb, our Staff Accountant II's are resourceful problem solvers and proactive, process-oriented professionals who thrive on providing continued full-cycle accounting to multiple clients. SAIIs are inquisitive and detail-oriented: they make sure the details never fall...
-
Junior Account Manager
4 hours ago
La Jolla, United States Eagle Peak Solutions, Inc. Full timeJob DescriptionJob DescriptionHarvest a new career this year with our firm. We are looking for motivated Junior Account Managers to fall headfirst into our open positions and take their careers to the next level. We are looking for a high-energy sales professional with experience in outside sales for an Account Manager role. The Account Manager will be...
-
Senior Tax Accountant
2 months ago
La Jolla, United States Regal Executive Search, LLC Full timeTax Professional Be a leader in one of San Diego's top accounting firms. We continue to grow due to our commitment to quality client service. Our practice focuses on services to entrepreneurs and their operating companies in traditional tax, accounti Tax Accountant, Accountant, Accounting, Senior, Tax, Tax Professional, Staffing
