Client Accounting and Advisory Lead

2 weeks ago

San Francisco, United States Lindquist, von Husen & Joyce LLP Full time

**Client Accounting and Advisory Lead**
**_Salary Range: $100,000 - $115,000; DOE_**

**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.

**Client Accounting and Advisory Leads at our firm are responsible for...**
- Monthly closing:

- 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
- Transaction processing:

- 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

**What we are looking for in our next Client Accounting and Advisory Lead...**
- Possession of a Bachelor’s Degree in Accounting or Finance;
- Prior relevant bookkeeping experience is preferred but we are willing to consider a sufficient education equivalent and proven in-depth knowledge of accounting;
- 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 mínimal direction;
- Ability to stay on top of a variety of commitments and deadlines; and
- Be willing and can travel within the greater San Francisco Bay Area, with some occasions outside of the Bay Area.

**COMPETITIVE BENEFITS: FOR YOUR NEEDS TODAY & IN THE FUTURE**
LvHJ offers highly competitive benefits to meet your needs. We advocate for preventative health and work-life balance and ensure our team has appropriate support at the office and outside of work.

**FOR YOUR WELLBEING**
- 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)

**FOR YOUR HEALTH**
- Medical (HMO and PPO), dental and vision insurance (100% covered for employees)
- Flexible Spending Account

**FOR YOUR FUTURE**
- 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

**OTHER BENEFITS**
- Referral commission for new business
- Referral commission for experienced professional hire referrals
- _LvHJ will consider qualified applicants, including those with criminal histories, in a manner consistent with San Francisco’s Fair Chance Ordinance._

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