Client Accounting Specialist — Ownership & Flexible Hybrid

Financeroles; San Jose (CA); Hybrid; 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

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.