Private Client Solutions Accounting Specialist

About the role

Works on a team to deliver comprehensive accounting services tailored to multi-generational client needs. Serves as the primary point of contact for clients on routine accounting matters, fostering strong, service-oriented relationships across generations.

• Manages day-to-day accounting operations for clients, acting as an extension of their internal accounting department.
• 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.

Requirements

• 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.
• Ability to communicate clearly in writing and verbally.
• Ability to work on multiple projects and meet deadlines by setting priorities with work projects.
• Proven relationship-building skills, fostering long-term partnerships with clients and internal teams while maintaining discretion and sensitivity to family dynamics.
• 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.

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.
• Referral program.

Pay

$25.00-$32.00 per hour. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Location & Schedule

Location: Woodland Hills, CA

Work Arrangement: In-office