In-Office Private Client CFO & Solutions Leader

Eide Bailly; Los Angeles (CA); In loco; USD 110.000 - 155.000; Tempo pieno

Descrizione del lavoro

Eide Bailly seeks an experienced Private Client Accountant in Woodland Hills, CA. This in‑office role demands 10+ years of accounting or bookkeeping experience, including staff management, and a CPA license is preferred.

You will serve multi‑generational families and high‑net‑worth clients, acting as their personal CFO with budgeting, forecasting, and strategic advisory. You’ll manage day‑to‑day financial operations, oversee a professional team, and leverage technology to provide real‑time

Competenze

• Bachelor's degree in Accounting or equivalent; 10+ years in accounting or bookkeeping with staff management.
• Experience with multi-generational families, HNW or family office is required.
• CPA or CMA license preferred; deep knowledge of general ledger and multi-entity structures.

Mansioni

• Lead day‑to‑day financial operations and supervise accounting staff.
• Deliver high‑touch accounting services for private clients and families.
• Provide strategic CFO-like advisory including budgeting and cash flow optimization.
• Ensure month‑end closings, GL accuracy, and timely reporting.
• Collaborate with tax and internal teams to tailor client solutions.
• Develop new offerings and improve processes for efficiency.

Conoscenze

Staff management

Client advisory

GAAP expertise

Technology adeptness

Multi-entity accounting

Communication skills

Time management

QuickBooks proficiency

Microsoft Office

Formazione

Bachelor's Degree in Accounting

CPA license preferred

Strumenti

Microsoft Office (Word, Excel)

QuickBooks

Other specialized software

Descrizione del lavoro

Eide Bailly seeks an experienced Private Client Accountant in Woodland Hills, CA. This in‑office role demands 10+ years of accounting or bookkeeping experience, including staff management, and a CPA license is preferred.

You will serve multi‑generational families and high‑net‑worth clients, acting as their personal CFO with budgeting, forecasting, and strategic advisory. You’ll manage day‑to‑day financial operations, oversee a professional team, and leverage technology to provide real‑time