Client Accounting & Business Management Associate (Bookkeeping)

Client Accounting & Business Management Associate (Bookkeeping)About the Role We are hiring aBusiness Manager & Bookkeeperfor a CPA and advisory firm in Newport Beach, CA. This role blendsclient accounting, business management, and light executive support . The ideal candidate has experience supportinghigh-touch clients (e.g., business management firms, family offices, or HNW individuals)and is comfortable handling bothfinancial operations and day-to-day coordination . This is ahybrid 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 documentationBusiness 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 workflowsPartner & 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 executedWorkflow, 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 environmentsWhat 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 tasksQualifications 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 mindsetPreferred Experience inbusiness management, family office, or high-net-worth client support Experience withbill pay, vendor coordination, or personal financial management Familiarity with tools like QuickBooks, Bill.com, Gusto, etc. Comfort operating in a hybrid accounting + operations roleWork 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