Client Accounting Services Experienced Staff - San Jose, CA
At a glance
Senior Accounting role at Wheeler Accountants. San Jose · full-time · $74,000–$90,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Run bookkeeping and accounting for assigned clients, taking responsibility for their ongoing needs and deliverables
- Prepare monthly entries and backup schedules for accruals, payables, payroll, bank accounts and other listed balances
- Produce accurate financial information and client deliverables on time
- Work with teammates to resolve accounting issues and respond to client needs
- Keep several projects moving across different accounting systems while meeting deadlines
What you bring
- You have one to three years of accounting experience and can apply accounting principles confidently
- You have handled client bookkeeping, bank reconciliations, payroll entries, month-end reconciliations and tax filings
- You can build depreciation and amortization schedules and use Excel at a basic level
- You know QuickBooks Online, Foundation or another construction-focused accounting system
Who this fits
This role suits an accounting professional ready to manage recurring client work and several simultaneous projects. It is based in San Jose, California, and the stated experience range is one to three years.
From the employer
Join our Client Accounting Services team and help deliver accurate, timely accounting services to a diverse portfolio of clients. This position is designed for an accounting professional who can manage recurring client work, collaborate effectively with team members, and take ownership of assigned deliverables.
Qualifications
• One to three years of accounting experience
• Technical competence and confidence in applying accounting knowledge
• Experience managing accounting and bookkeeping for assigned clients, including bank reconciliations
• Experience preparing payroll journal entries and completing work-in-progress and other month-end reconciliations
• Experience preparing payroll tax and sales tax filings, Forms 1099, and property tax returns
• Ability to prepare depreciation and amortization schedules
• Basic proficiency in Microsoft Excel
• Proficiency with artificial intelligence (AI) tools is a plus
• Strong attention to detail and excellent communication and organizational skills
• Ability to manage multiple and competing priorities while resolving problems promptly
• Demonstrated record of initiative, reliability, and success
• Strong knowledge of QuickBooks Online, Foundation, or other construction-specific accounting software
• Construction accounting experience preferred
Position Responsibilities
• Take ownership of assigned clients’ accounting needs and deliverables
• Manage accounting and bookkeeping activities for assigned clients
• Prepare monthly journal entries and supporting schedules and reconciliations for accruals, accounts payable, payroll, bank accounts, prepaid expenses, fixed assets, income taxes, and credit cards
• Prepare timely and accurate financial information and client deliverables
• Collaborate with team members to address client needs and resolve accounting issues
• Meet or exceed established deadlines
• Manage multiple projects simultaneously
• Work effectively across multiple accounting systems
Compensation and Benefits
Salary range: $74,000 to $90,000. This range reflects compensation for the San Francisco Bay Area. Actual compensation will be based on the candidate’s qualifications and geographic location.
• Medical and flexible spending account benefits
• 401(k) with employer match
• 22 paid holidays plus paid time off
• Flexible work schedule
Location: San Jose, California
About Wheeler Accountants, LLP
Wheeler Accountants, LLP is a full-service accounting firm providing tax, accounting, attest, and business advisory services. Based in San Jose, California, we are committed to our staff as well as our clients. We take culture seriously and have been recognized by Accounting Today as one of the Best Accounting Firms to Work For several years. We offer a comprehensive benefits package and future opportunities for hybrid or remote work because we trust our professionals to balance excellent client service with life outside the office.
If your experience and work style align with this opportunity, we encourage you to apply.