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Cetera Financial Group, Inc.

Senior Client Accounting Specialist

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Job Description

Search Senior Client Accounting Specialist Employer Cetera Financial Group, Inc. Location Danville, California, United States Salary
USD 69,000.00 - 89,000.00
per year Posted 23 Sep 2026 Closes 23 Oct 2026 Reference 300000689866401 View more categories View fewer categories Job role Accountant Sector Accounting - Public practice Experience level Qualified accountant Apply (This will open in a new window from which you will be automatically redirected to an external site after 5 seconds) Save job Click to add the job to your shortlist You need to sign in or create an account to save a job. Send job Job Details Job Description At Cetera, we need detail-oriented professionals who help us deliver quality and value to our clients. As a Senior Bookkeeper/Accountant, you will independently manage client accounting and bookkeeping responsibilities, maintain accurate financial records, and provide responsive, professional service. We are currently seeking a Senior Bookkeeper/Accountant to join our team in Danville, California.
What you will do:
  • Maintain accurate client books and accounting records in QuickBooks, including general ledger maintenance and account reconciliations.
  • Prepare and review trial balances, post adjusting journal entries, and support month-end and year-end accounting procedures.
  • Review financial information and analyze account activity to identify discrepancies, unusual items, and opportunities for correction.
  • Prepare and assist with payroll tax filings and related accounting compliance requirements.
  • Communicate with clients by phone, email, and in person to obtain information, answer questions, and resolve accounting matters.
  • Maintain organized workpapers and supporting documentation, manage assigned responsibilities independently, meet deadlines, and learn new accounting, tax, and office software as needed.
What you need to have:
  • Experience using QuickBooks and strong Microsoft Excel skills.
  • Solid understanding of general ledger accounting, including account reconciliations, trial balances, and adjusting journal entries.
  • Knowledge of payroll taxes, payroll-related accounting, and associated filing requirements.
  • Strong attention to detail, accuracy, organization, time management, and the ability to prioritize multiple deadlines.
  • Excellent written and verbal communication skills, professional client service, and the ability to work independently with minimal supervision.
  • Ability to learn and effectively use new software and technology.
What is nice to have:
  • Experience preparing individual and business tax returns.
Compensation (Colorado, Connecticut, California and Remote) The base annual salary range for this role is $69,000 to $89,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. #LI-Onsite Apply (This will open in a new window from which you will be automatically redirected to an external site after 5 seconds) Send job Apply (This will open in a new window from which you will be automatically redirected to an external site after 5 seconds) Save job Click to add the job to your shortlist You need to sign in or create an account to save a job. Get job alerts Create a job alert and receive personalised job recommendations straight to your inbox. Create alert Similar jobs Payments Officer - Nanjing Nanjing, CN 2027 Amazon Finance Rotation Program - Accounting Intern Seattle, Washington, United States Assistant Accountant Cranbrook, Kent

Benefits

  • Dental Insurance