CAAS Accounting Senior - Family Office (Professional Services)

CliftonLarsonAllen LLP

CA

JOB DETAILS
SALARY
$80,000–$120,000 Per Year
SKILLS
Accounting, Accounting Close, Cash Flow, Consulting, Credit Cards, Customer Support/Service, Estate Planning, Funding, Insurance, Mentoring, Outsourcing, Professional Services, Reconciliation, Retirement Plan, Schedule Development, Time Management
LOCATION
CA
POSTED
10 days ago

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is currently seeking an Accounting Senior with experience, to join our CAAS (Professional Services Industry) group in our Century City, CA office.

Job Responsibilities:

  • Communicates directly with clients in collaboration with managers and liaises with third‑party advisors

  • Working knowledge of personal and corporate charts of accounts

  • Monitors daily client activity, handles requests, and conducts timely follow‑ups on outstanding matters

  • Reviews bank balances daily and facilitates funding with the client, as needed

  • Develops working knowledge of insurance coverages, retirement plans, and gift/estate planning concepts

  • Tracks commissionable income and prepares monthly commission reconciliations

  • Assists clients with applications and bank communications

  • Reviews daily and monthly bank reconciliations

  • Prepares monthly cash‑flow reports

  • Performs monthly, quarterly, and annual close activities

  • Utilizes available tools to run desks efficiently (e.g., credit card allocation module, bill scheduler/repetitive, repository, and other tools as directed by managers)

  • Supervises, mentors, and manages Analysts and Associates

  • Identifies inefficiencies and implements changes (e.g., going paperless, electronic payments vs. live checks)

  • Other related duties as assigned

Job Requirements:

  • 2 years of relevant accounting and/or financial experience is required.
  • Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The wage range for this position in California is: $80,000 -120,000.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits, click here.

About the Company

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CliftonLarsonAllen LLP

CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our client's enterprise value and assist them in growing and managing their related personal assets - all the way from startup to succession and beyond.Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With nearly 4,000 people, 90 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
COMPANY SIZE
1,500 to 1,999 employees
INDUSTRY
Accounting and Auditing Services
FOUNDED
2012
WEBSITE
http://www.claconnect.com/