Private Client CFO & Solutions Leader

Eide Bailly LLP; Woodland (CA); Hybrid; USD 110,000 - 155,000; Full time

Job summary

Eide Bailly offers a Private Client Solutions leadership role in Woodland Hills, CA. You will lead senior accounting engagements for multi-generational families, serving as their dedicated accounting department and acting as a personal CFO on budgeting, forecasting, and cash flow optimization.

You will mentor staff, ensure accuracy across complex multi-entity structures, and collaborate with internal experts to deliver customized financial solutions.

Qualifications

• Bachelor’s Degree in Accounting or equivalent education/experience.
• 10+ years of accounting or bookkeeping with staff management experience.
• Experience with multi-generational families, HNW or family office.
• CPA or CMA license preferred.
• Deep knowledge of general ledger principles for multi-entity structures.
• Ability to leverage technology solutions and streamlined processes.

Responsibilities

• Act as the client’s dedicated accounting lead, managing day-to-day operations.
• Mentor and train staff to elevate technical proficiency and service.
• Provide strategic advisory including budgeting, forecasting, and cash flow.
• Prepare and analyze KPIs and management reports for clients.
• Collaborate with tax and other experts to deliver customized solutions.
• Develop new service offerings based on client needs and feedback.
• Oversee client billing and ensure alignment with services delivered.

Skills

Staff management

Client service

Clear communication

Technology savvy

Education

Bachelor’s Degree in Accounting

CPA or CMA license preferred

Tools

Microsoft Office

QuickBooks

Job description

Location: Woodland Hills, CA

Work Arrangement: In-office

A Day in the Life:

• Executes client-directed special projects, delivering high-touch, personalized service that extends beyond traditional accounting for multi-generational family needs.
• Monitors evolving client needs proactively and aligns services to deliver measurable value.
• Evaluates the costs, benefits and risks of alternative solutions to client problems or needs.
• Collaborates with internal tax experts to deliver customized solutions to clients.
• Builds enduring relationships by integrating financial expertise with personalized service, ensuring clients feel supported and understood.
• Functions as the client’s dedicated accounting department, managing all day-to-day financial operations.
• Manages a team of accounting professionals, ensuring quality control, efficiency, and scalability in service delivery.
• Leverages advanced technology platforms to maintain real-time visibility into transactions, enabling timely insights and informed decision-making.
• Implements systems that streamline workflows and reduce risk, enhancing operational efficiency for clients.
• Reviews month-end balancing, journal entries, and GL analysis, translating data into actionable insights.
• Acts as a personal CFO to provide strategic advisory services—including budgeting, forecasting, and cash flow optimization.
• Prepares and analyzes client’s key performance indicators (KPIs) and other management reports.
• Communicates clear, timely month-end results and prepares all required reports—sales tax filings, year-end tax forms, and financial statements.
• Identifies opportunities to simplify processes and reduce complexity, adding efficiency without sacrificing accuracy.
• Mentors and trains staff to elevate technical proficiency and client service standards within private accounting.
• Actively seeks feedback to innovate and refine service offerings of the Private Client Solutions practice.
• Participates in business development initiatives, proactively identifying opportunities to deliver additional value to the client, reinforcing trust and continuity across generations.
• Develops new product offerings based on identified needs of clients.
• Manages client billings to ensure they reflect client services provided.
• Participates in community organizations and industry functions.
• Ensures timely and accurate performance on assigned projects.
• Maintains compliance with project budgets, turnaround times, and deadlines.

Who You Are:

• Bachelor’s Degree in Accounting or equivalent combination of education and experience preferred.
• 10+ years of accounting or bookkeeping experience required including experience managing staff.
• Experience with multi-generational families, HNW or family office required.
• Valid Certified Public Accountant or Certified Management Accountant license preferred.
• Demonstrates deep knowledge of general ledger accounting principles, ensuring accuracy and compliance for complex, multi-entity structures typical of Family Offices and High Net Worth clients.
• Ability to think innovatively to incorporate technology solutions and streamlined processes.
• Ability to communicate clearly in writing and verbally.
• Ability to work on multiple projects and meet deadlines by setting priorities with work projects.
• Builds and sustains trusted partnerships with clients and internal teams, creating a collaborative environment that prioritizes discretion, responsiveness, and personalized service.
• High proficiency in technology and accounting platforms, including Microsoft Office (Word, Excel), QuickBooks, and other specialized software.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first.Hear what our employees have to sayabout working at Eide Bailly.

Compensation(as applicable)

$110,000-$155,000. Our compensation philosophy emphasizes competitive andequitablepay. Eide Baillycomplies withall local/state regulationsregarding displayingranges.Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Benefits

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us onFacebook,Twitter,Instagram,LinkedInor ourAbout Us page.

Eide Bailly is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.

#LI-LH1