Cetera Financial Group Logo

Cetera Financial Group

Senior Bookkeeper/Accountant

Posted 2 Days Ago
Be an Early Applicant
In-Office
Danville, CA, USA
69K-89K Annually
Senior level
In-Office
Danville, CA, USA
69K-89K Annually
Senior level
Independently manage client bookkeeping and accounting records in QuickBooks, including general ledger maintenance, reconciliations, trial balances, journal entries, and month-end procedures. Analyze account activity, prepare payroll tax filings, maintain workpapers, resolve client accounting questions, and meet deadlines independently. The role requires strong Excel skills, accounting knowledge, attention to detail, communication, organization, and the ability to learn new software. Individual and business tax return preparation experience is preferred.
The summary above was generated by AI

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
 

Similar Jobs

25 Days Ago
In-Office
85K-95K Annually
Senior level
85K-95K Annually
Senior level
Information Technology • Professional Services • Consulting • Financial Services
Perform monthly/quarterly accounting, prepare financial statements, reconciling bank and general ledger accounts, manage AP/AR, payroll accounting and tax filings, and handle trust, probate, and income tax work.
Top Skills: MS OfficeQuickbooks
58 Minutes Ago
Hybrid
15-22 Hourly
Junior
15-22 Hourly
Junior
eCommerce • Fashion • Retail • Sales • Wearables • Design
Provides customer service and sales support in a luxury retail store. Responsibilities include welcoming clients, operating POS and handling cash, recommending products, processing shipments and transfers, replenishing inventory, maintaining stockrooms, executing visual merchandising updates, supporting sales-floor activities, and following housekeeping and loss-prevention procedures. Requires retail experience, fashion awareness, strong communication, organization, multitasking, schedule flexibility, and the ability to lift up to 50 pounds occasionally.
Top Skills: InternetIpadLaptopMobile PosPos SystemsWalkie-Talkie
3 Hours Ago
Hybrid
5 Locations
77K-202K Annually
Mid level
77K-202K Annually
Mid level
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Engineer and optimize Palo Alto Networks XSIAM security operations capabilities by tuning alerts, validating rules, monitoring performance, investigating incidents, automating workflows, onboarding data sources, and integrating security tools. The role supports threat intelligence, vulnerability management, cloud and network security, forensics, intrusion detection, secure systems, documentation, and client-facing cybersecurity consulting while maintaining current knowledge of Palo Alto Networks technologies and emerging threats.
Top Skills: Cloud SecurityCortex XdrEncryption ProtocolsGoogle TechnologiesIntrusion Detection SystemsMalware AnalysisMicrosoft SentinelNetwork ForensicsNetwork SecurityPalo Alto Networks XsiamPrisma CloudPythonRest ApisSIEMSoarSplunkThreat IntelligenceVulnerability Management

What you need to know about the San Francisco Tech Scene

San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.

Key Facts About San Francisco Tech

  • Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Google, Apple, Salesforce, Meta
  • Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
  • Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
  • Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account