Client Accounting Advisory Service

2 months ago


Fresno, United States Jobot Full time
Job DescriptionJob DescriptionWe are a rapidly growing accountancy firm established in Fresno and rapidly expanding throughout the US. We will be adding 60 new hires in the upcoming two years. Come check us out

This Jobot Job is hosted by: Beau Pennington
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $98,000 - $112,000 per year

A bit about us:



We are a rapidly growing accountancy firm established in Fresno and rapidly expanding throughout So Cal, NorCal, and Nevada. We will be adding 50 new hires in the next two years. This role can be in office at either our Fresno or Long Beach locations, hybrid, or remote. Come check us out

Why join us?


  • Competitive pay and eligibility for an annual performance bonus.
  • Comprehensive, medical, dental, and vision insurance benefits.
  • Competitive Paid Time Off with daily accrual from day one of employment, plus paid holidays.
  • Paid Bereavement Leave
  • Paid Jury and Witness Duty
  • Paid Parental Leave
  • Firm-paid life insurance.
  • A 401(k) plan plus an employer match
  • Profit-sharing plan and 3 separate bonus plans
  • Paid Sick Leave
  • Wellness programs


Job Details



Job Details:

We are seeking a highly skilled and motivated Permanent Senior Associate for our Client Accounting & Advisory Service team in the Finance industry. The successful candidate will play a key role in providing expert financial advice and solutions to our clients. This is an exciting opportunity to work on a wide range of financial matters, from journal entries and account reconciliations to trend analysis and performance metrics. The role offers a chance to work with a dynamic team of professionals, and to contribute to the success of our clients and our firm.

Responsibilities:

  • Execute monthly close procedures and deliverables in compliance with GAAP
  • Prepare and reconcile various financial statements, including consolidated income statements and balance sheets
  • Understand and apply GAAP and accounting standards to basic financial statements
  • Calculate, interpret, and communicate KPIs from clients' financial statements, identifying positive and constructive trends
  • Plan and manage basic engagements, including on-boarding and client delivery phases, with an understanding of engagement economies
  • Support drafting proposals and other documents explaining proposed solutions for clients
  • Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
  • Prepare schedules to support the client's audit preparation and tax compliance requirements

Qualifications:

  • Bachelor's degree in Accounting, Finance, or a related field
  • Minimum of 3 years of experience in a similar role
  • Solid understanding of GAAP and the ability to apply accounting standards to basic financial statements
  • Proficient in preparing and reconciling various financial statements
  • Proven experience with journal entries, account reconciliations, trend analysis, and performance metrics
  • Strong analytical skills and the ability to interpret KPIs from clients' financial statements
  • Excellent planning and organizational skills, with the ability to manage multiple tasks and meet deadlines
  • Strong communication skills, with the ability to draft proposals and other documents explaining proposed solutions for clients
  • Proficient in using various financial software and systems to manage workflow and ensure proper documentation of workpapers
  • Experience in preparing schedules to support audit preparation and tax compliance requirements.


Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

  • Fresno, California, United States Jobot Full time

    Job TitleSenior Manager for Client Accounting & Advisory ServicesAbout the JobWe are seeking a highly motivated and experienced Senior Manager to join our Client Accounting & Advisory Services team. As a key member of our team, you will be responsible for managing our client portfolio, overseeing the client onboarding process, and developing and managing the...


  • Fresno, California, United States Jobot Full time

    Job SummaryWe are seeking a dynamic and dedicated individual to join our team as a Permanent Client Accounting & Advisory Services (CAAS) Senior Manager. This exciting role involves managing our division's client portfolio, overseeing the client onboarding process, and developing and managing the division budget. The successful candidate will also be...


  • Fresno, United States Jobot Full time

    Job DescriptionJob DescriptionWe are a rapidly growing accountancy firm established in Fresno and rapidly expanding throughout the US. We will be adding 50 new hires in the upcoming two years. Come check us out!This Jobot Job is hosted by: Beau PenningtonAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary:...


  • Fresno, California, United States Business Marketing Firm Full time

    Job OverviewWe are seeking a highly motivated and people-oriented Client Service Associate to join our team at Business Marketing Firm. As a key member of our customer service division, you will play a vital role in delivering exceptional service to our clients and driving business growth.Key Responsibilities:Develop and maintain strong relationships with...


  • Fresno, California, United States Sephora Full time

    Role Overview:As a Sales and Service Leader at Sephora, you will be at the forefront of our mission to provide an exceptional shopping experience for every client.You will support a dedicated team of Coordinators, Licensed Beauty Advisors, and Beauty Advisors, providing guidance to ensure they excel in their roles.This is an exciting opportunity to join a...


  • Fresno, California, United States Turning Point of Central California Full time

    Job Summary: We are seeking a skilled Client Services Provider to join our team at Turning Point of Central California, Inc. As a Client Services Provider, you will be responsible for providing supervision and monitoring clients in our residential program for homeless adults.Key Responsibilities:Provide supervision and monitoring of the facility to ensure a...


  • Fresno, California, United States Turning Point of Central California Full time

    Job Summary: We are seeking a Client Services Provider to join our team at Turning Point of Central California, Inc. The successful candidate will be responsible for providing supervision and monitoring of clients in our residential program for homeless adults.Key Responsibilities:Provide supervision and monitoring of the facility to ensure a safe and...

  • Account Manager

    4 weeks ago


    Fresno, California, United States Emcor Inc Full time

    Job Title: Account ManagerJob Summary:We are seeking a highly motivated and experienced Account Manager to join our team at Emcor Inc. As an Account Manager, you will be responsible for prospecting for new accounts, providing clients with product services/information, maintaining existing client relationships, developing sales presentations, and following...


  • Fresno, California, United States Turning Point of Central California Full time

    Job Summary: We are seeking a Client Services Provider to join our team at Turning Point of Central California, Inc. The successful candidate will be responsible for providing supervision and monitoring of clients in our residential program for homeless adults.Key Responsibilities:Provide supervision and monitoring of facility.Ensure that program guests'...


  • Fresno, California, United States Westpeak Consultants Full time

    Westpeak Consultants is a leading provider of direct-to-consumer marketing, sales, and customer service solutions for telecommunications providers. We are currently seeking a highly motivated and results-driven Telecommunications Account Representative to join our team.The ideal candidate will have a strong passion for learning and a drive for success. They...


  • Fresno, California, United States Turning Point of Central California Full time

    Job Summary:Turning Point of Central California, Inc. is seeking a dedicated Client Services Provider to join our team at Victory Village, a residential program for homeless adults. As a Client Services Provider, you will play a critical role in providing supervision and monitoring of facility operations, ensuring a safe and supportive environment for our...

  • Accountant

    2 months ago


    Fresno, United States Jobot Full time

    Job DescriptionJob DescriptionSmall intimate team with a strong emphasis on work life balance!This Jobot Job is hosted by: Beau PenningtonAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $65,000 - $88,000 per yearA bit about us:Small accounting firm with an emphasis on a laid- back environment that pushes for...

  • Account Supervisor

    1 week ago


    fresno, United States Celarity Full time

    As a Account Supervisor, you will serve as the primary contact for high-profile clients, leading key meetings and overseeing projects from concept to completion. In this role, you’ll drive strategic insights, analyze market opportunities, and contribute to creative solutions that benefit both the client and the agency.You’ll mentor and guide a team of...

  • Account Supervisor

    7 days ago


    Fresno, United States Celarity Full time

    As a Account Supervisor, you will serve as the primary contact for high-profile clients, leading key meetings and overseeing projects from concept to completion. In this role, you’ll drive strategic insights, analyze market opportunities, and contribute to creative solutions that benefit both the client and the agency.You’ll mentor and guide a team of...

  • Account Supervisor

    1 week ago


    fresno, United States Celarity Full time

    As a Account Supervisor, you will serve as the primary contact for high-profile clients, leading key meetings and overseeing projects from concept to completion. In this role, you’ll drive strategic insights, analyze market opportunities, and contribute to creative solutions that benefit both the client and the agency.You’ll mentor and guide a team of...


  • Fresno, California, United States Service Corporation International Full time

    At Service Corporation International, we're dedicated to celebrating lives and honoring our associates. If you're passionate about providing exceptional service and support to families during their most difficult times, we invite you to consider this rewarding opportunity.As a Funeral Service Driver, you'll play a vital role in transporting bereaved family...


  • Fresno, California, United States Forward Advantage Full time

    Job SummaryForward Advantage is seeking a highly skilled and experienced Senior Accounting and Administrative Services Manager to oversee the day-to-day operations of our accounting and administrative functions. The ideal candidate will have a strong background in accounting and administration, with a proven track record of managing teams and leading...


  • Fresno, California, United States EMCOR Group Full time

    Job Title:Automation Account ManagerJob Summary:Mesa Energy Systems, a subsidiary of EMCOR Group, is seeking an experienced Automation Account Manager to join our team. As a key member of our sales team, you will be responsible for prospecting new accounts, providing clients with product services and information, and maintaining existing client...


  • Fresno, United States WestCare Foundation Full time

    Job Details Job Location Fresno - 421 F Street - Fresno, CA Position Type Full Time Education Level High School Salary Range $20.00 - $20.00 Hourly Job Category Admin - Clerical Description POSITION SUMMARY: This position will conduct Pre-Enrollment Screenings/Assessments with potential participants and will provide office support including answers to...


  • fresno, United States Newman Group Search Full time

    Commercial Account ManagerSenior Commercial Account ManagerAccount ExecutiveDesignations: TRIP, STAR, TRSWe are working with a client who is seeking a Senior Commercial Account Manager to join their growing team. This role presents an exciting opportunity to work within the transportation niche.Some key responsibilities with this role:Manage a diverse book...