Staff · National
Eide Bailly LLP · Woodland Hills, California · On-site
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Manage day to day accounting and month end close for multi generational private client families.
Employer: Eide Bailly LLP Job title: Private Client Solutions Accounting Specialist Location: Woodland Hills, California Type: FULL_TIME Location: Woodland Hills, CA Work Arrangement: In-office A Day in the Life: Works on a team to deliver comprehensive accounting services tailored to multi-generational client needs. Manages day-to-day accounting operations for clients, acting as an extension of their internal accounting department. Serves as the primary point of contact for clients on routine accounting matters, fostering strong, service-oriented relationships across generations. Leverages secure technology solutions to maintain real-time, accurate accounting records. Collaborates with internal tax experts to deliver customized solutions to clients. Performs timely reconciliation of client bank accounts to ensure financial integrity. Executes month-end balancing and journal entries, providing detailed analysis of general ledger accounts to support Seniors/Managers during the closing process. Prepares reports and filings—including sales tax reports, year-end tax forms, and monthly/quarterly/annual financial statements. Provides Senior/Manager with analysis of accounting data to enable strategic, high-level advisory services for family enterprises. Identifies and recommends process improvements to enhance efficiency and client experience. Offers backup support to other staff, ensuring continuity of service for clients. Contributes to business development initiatives by identifying opportunities to deliver additional value to clients, reinforcing long-term, multi-generational partnerships. Supports Private Client Solutions team in fulfilling client-directed special projects, ensuring responsiveness and excellence across a wide range of needs—not limited to accounting services—to deliver exceptional client experiences. Ensures timely and accurate performance on assigned projects. Maintains compliance with project budgets, turnaround times, and deadlines. Who You Are: Associate's Degree or Bachelor Degree in Accounting or equivalent combination of education and experience preferred. Deep knowledge of general ledger accounting principles, ensuring accuracy and confidentiality for complex, multi-generational family structures. Ability to think innovatively to incorporate technology solutions and streamlined processes.
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