Client Accounting Services Experienced Staff - San Jose, CA

Financeroles; San Jose (CA); On-site; USD 74,000 - 90,000; Full time

Benefits offered by this job

Medical benefits

Flexible spending account

401(k) with employer match

Paid holidays and PTO

Flexible work schedule

Job summary

Wheeler Accountants, LLP in San Jose, California, is hiring for an entry- to mid-level Client Accounting role. You will take ownership of assigned clients’ accounting needs, manage bookkeeping activities, and prepare monthly journal entries and reconciliations across accruals, payroll, and more, ensuring timely, accurate financial information.

The ideal candidate brings 1–3 years of accounting experience, strong Excel skills, and familiarity with QuickBooks Online or Foundation.

Qualifications

• One to three years of accounting experience
• 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 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

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

Skills

Attention to detail

Communication skills

Organizational skills

Multi-tasking

Initiative

Reliability

Problem solving

Tools

QuickBooks Online

Foundation

Construction software

Excel

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

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.