Client Accounting Services Experienced Staff - San Jose, CA

Wheeler Accountants LLP

• $74K — $90K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of accounting experience, preferably in Construction Accounting
  • Proficient in QuickBooks Online, Foundation, or similar construction-specific software
  • Skilled in preparing payroll and tax-related documentation
  • Exceptional organizational and communication skills
  • Detail-oriented with the ability to manage competing priorities
  • Technical competence in accounting practices and software
  • Demonstrated success in previous roles or activities

Responsibilities

  • Oversee all aspects of client accounting needs
  • Prepare monthly journal entries and reconciliations across various accounts
  • Collaborate with team members to produce timely and accurate deliverables
  • Account for payroll, accruals, and fixed assets among other accounting tasks
  • Efficiently manage and prioritize multiple projects
  • Meet and surpass deadlines consistently
  • Utilize various accounting systems to meet client needs

Benefits

  • Comprehensive medical and flex spending benefits
  • 401(k) plan with employer matching contributions
  • 22 days of paid holidays plus PTO
  • Flexible work schedule options
  • Hybrid or remote work opportunities available
  • Culture recognized as one of the best CPA firms to work for
Full Job Description
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

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