Talent.com
Accountant - Client Services
Accountant - Client ServicesLTD Global • Pleasanton, CA, US
[error_messages.no_longer_accepting]
Accountant - Client Services

Accountant - Client Services

LTD Global • Pleasanton, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.permanent]
  • [job_card.temporary]
[job_card.job_description]

Accountant Position

We are in need of an Accountant who is able to manage accounts, communicate with clients and work well with an accounting team. We are looking for a temporary to permanent role.

Responsibilities :

  • Serves as primary contact with Client; manages day-to-day operations with team members
  • Reviews and maintains accounting checklists
  • Provides financial information to management by researching and analyzing accounting data; preparing reports
  • Looks for opportunities to improve client accounting processes; inclusive of software automation
  • Prepares asset, liability, and capital account entries by compiling and analyzing account information
  • Documents financial transactions by entering account information
  • Recommends financial actions by analyzing accounting options
  • Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports
  • Substantiates financial transactions by auditing documents
  • Maintains accounting controls by preparing and recommending policies and procedures
  • Reconciles financial discrepancies by collecting and analyzing account information
  • Secures financial information by completing database backups
  • Maintains financial security by following internal controls
  • Prepares payments by verifying documentation, and requesting disbursements
  • Answers accounting procedure questions by researching and interpreting accounting policy and regulations
  • Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions
  • Prepares special financial reports by collecting, analyzing, and summarizing account information and trends
  • Maintains customer confidence and protects operations by keeping financial information confidential

Requirements / Experience :

  • 3+ years full-cycle accounting experience
  • Non-profit entity experience preferred
  • Demonstrated ability of servicing clients
  • Microsoft Dynamics SL experience preferred
  • QuickBooks experience required
  • Sage, Great Plains, and / or SAGE experience preferred
  • Accounting degree preferred
  • Strong ability to review financials
  • Inventory / Manufacturing experience a plus
  • Excellent written and verbal communications skills
  • Technically savvy, able to learn new software; software integration experience strongly preferred
  • [job_alerts.create_a_job]

    Accountant Client • Pleasanton, CA, US

    [internal_linking.related_jobs]
    Accounting / Finance Associate

    Accounting / Finance Associate

    InsideHigherEd • Stanford, California, United States
    [job_card.full_time]
    School of Medicine, Stanford, California, United States.New📁Finance📅1 day ago Post Date📅107828 Requisition #.The Department of Anesthesiology, Perioperative and Pain Medicine, at Stanford ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Accounting Manager

    Accounting Manager

    Jobot • Fremont, CA, US
    [job_card.full_time]
    Fast Growing Energy Company / International Team / Growth Opportunities.This Jobot Job is hosted by : Kyle Kraus.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Accountant - FP&A

    Accountant - FP&A

    Veritas Search Group • Santa Clara, CA, United States
    [job_card.full_time]
    The accountant is responsible for developing pricing / costing schemes at various levels and providing recommendations for improvements related to structures and product profitability.Additionally, t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Relationship Manager III (Commercial Loan Officer III)

    Client Relationship Manager III (Commercial Loan Officer III)

    United Business Bank • Walnut Creek, CA, United States
    [job_card.full_time]
    Walnut Creek 1 - Walnut Creek, CA.Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supporte...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Forex / Cryptocurrency Trader - Remote

    Forex / Cryptocurrency Trader - Remote

    Maverick Currencies • Fremont, CA
    [filters.remote]
    [job_card.full_time] +1
    Maverick Trading, is searching for entrepreneurially-minded, profit-driven people to be trained in the art and science of proprietary trading in its online crypto / foreign exchange trading division,...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AR Accountant

    AR Accountant

    Snowflake Computing • Dublin, CA, United States
    [job_card.full_time]
    Snowflake is about empowering enterprises to achieve their full potential - and people too.With a culture that's all in on impact, innovation, and collaboration, Snowflake is the sweet spot for bui...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Accountant - Commissions Accounting

    Accountant - Commissions Accounting

    Intellipro Group • Palo Alto, CA, United States
    [job_card.full_time]
    We are seeking a highly skilled contract Accountant to provide experienced support to our accounting team.The ideal candidate will bring strong technical accounting knowledge, attention to detail, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Services Representative I

    Client Services Representative I

    Canon U.S.A., Inc. • San Jose, CA, United States
    [job_card.full_time]
    Client Services Representative I.Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Promptly informs supervisor of...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Executive - Financial Services Sales

    Client Executive - Financial Services Sales

    TransUnion • San Jose, CA, US
    [job_card.full_time]
    Client Exec Focus, Account Dev - Direct Sales.At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologie...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Representative I

    Client Services Representative I

    San Jose Staffing • San Jose, CA, US
    [job_card.full_time]
    Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Main responsibilities include : .Promptly informs supervisor of p...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Accountant (Hayward)

    Accountant (Hayward)

    RLink Solutions • Hayward, CA, US
    [job_card.part_time]
    SEC Reporting team! Looking for someone with a.K / 10-Q reporting, Workiva management, SOX support, XBRL review, and close activities. US GAAP expertise, attention to detail, and process-improvement m...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Remote Staff / General Accountants - AI Trainer ($75-$100 per hour)

    Remote Staff / General Accountants - AI Trainer ($75-$100 per hour)

    Mercor • Walnut Creek, California, US
    [filters.remote]
    [job_card.temporary]
    Role Overview • • Mercor is partnering with a financial services firm to support a series of core accounting operations projects. We are looking for experienced accounting professionals to assist with...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Registered Client Service Associate

    Senior Registered Client Service Associate

    Morgan Stanley • Walnut Creek, CA, US
    [job_card.full_time]
    Senior Registered Client Service Associate.Senior Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Accountant - Client Services

    Accountant - Client Services

    LTD Global, LLC • Pleasanton, CA, United States
    [job_card.permanent] +1
    We are in need of an Accountant who is able to manage accounts, communicate with clients and work well with an accounting team. We are looking for a temporary to permanent role.Serves as primary con...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Service Associate

    Client Service Associate

    Beacon Pointe Advisors LLC • Campbell, CA, US
    [job_card.full_time]
    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Campbell, CA office. The Client Service Associate will join a ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Relations Associate - Entry Level

    Client Relations Associate - Entry Level

    Offshore Management Inc • Fremont, CA, US
    [job_card.full_time]
    Our Client Relations Associate are communication experts who provide fast, friendly service to customers to ask questions, assess their needs, and provide immediate assistance.Upon joining our goal...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Finance Analyst

    Finance Analyst

    Metasys Technologies, Inc. • Walnut Creek, CA, US
    [job_card.full_time]
    Candidates who receive an offer will be required to successfully complete a background check and drug test as a condition of employment. Hybrid 1 3 days onsite per week).Monday Friday, 8 : 00 AM 5 : 00 ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    General Accountant, Technical Accounting Track - USDS

    General Accountant, Technical Accounting Track - USDS

    Tik Tok • San Jose, CA, United States
    [job_card.full_time]
    Team Info : The Accounting and Reporting function owns the general ledger accounting and oversees the month to end closing procedures. They work across various accounting revenue projects, providing ...[show_more]
    [last_updated.last_updated_30] • [promoted]