Job Description

Client Accounting & Business Management Associate (Bookkeeping)

About the Role

We are hiring a Business Manager & Bookkeeper for a CPA and advisory firm in Newport Beach, CA. This role blends client accounting, business management, and light executive support .

The ideal candidate has experience supporting high-touch clients (e.g., business management firms, family offices, or HNW individuals) and is comfortable handling both financial operations and day-to-day coordination .

This is a hybrid execution role :

• ~60–70% bookkeeping, client accounting, and financial operations
• ~10–20% partner support (calendar, coordination, logistics)
• ~10–20% client/business management tasks (vendors, scheduling, coordination)

Core Responsibilities

Client Accounting & Bookkeeping

• Perform accurate bookkeeping across multiple clients (AP/AR, reconciliations, journal entries)
• Manage month-end close and maintain clean, audit-ready books
• Prepare financial statements and basic management reports
• Assist with cash flow tracking, bill pay, and expense management
• Support payroll coordination and basic compliance filings (as applicable)
• Maintain organized financial records and documentation

Business Management & Client Support

• Coordinate vendors and service providers (e.g., property services, contractors, household staff)
• Assist clients with bill pay, scheduling, and operational logistics
• Track recurring obligations (subscriptions, renewals, licenses, etc.)
• Act as a point of contact for client coordination and follow-ups
• Help streamline and organize client administrative workflows

Partner & Operational Support (~10 hrs/week)

• Manage partner calendars and scheduling
• Coordinate meetings, appointments, and logistics
• Assist with light personal/admin coordination (appointments, services, etc.)
• Ensure follow-ups and priorities are tracked and executed

Workflow, Judgment & Communication

• Manage multiple priorities across clients and partners
• Communicate clearly and proactively with clients and internal team
• Identify issues early and propose practical solutions
• Operate with discretion and professionalism in high-trust environments

What Success Looks Like

A strong candidate will:

• Keep financials accurate, current, and well-organized
• Anticipate needs and proactively handle coordination tasks
• Reduce friction for partners and clients (things get handled without prompting)
• Balance competing priorities without dropping details
• Demonstrate strong judgment in both financial and non-financial tasks

Qualifications

Required

• 2–5 years of bookkeeping, client accounting, or business management experience
• Experience supporting multiple clients or stakeholders simultaneously
• Strong organizational and follow-through skills
• High discretion and professionalism (sensitive environments)
• Proficiency in QuickBooks or similar accounting platforms
• Strong communication and client service mindset

Preferred

• Experience in business management, family office, or high-net-worth client support
• Experience with bill pay, vendor coordination, or personal financial management
• Familiarity with tools like QuickBooks, Bill.com, Gusto, etc.
• Comfort operating in a hybrid accounting + operations role

Work Model

• Hybrid – Newport Beach, CA
• Standard full-time role with predictable workload (limited overtime)

Application Process

Apply through LinkedIn only

No recruiters or agencies

No direct outreach to partners or staff

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