Senior Accountant - Client Advisory Services (CAS)

Senior Accountant - Client Advisory Services (CAS)

Why Windes?

Windes is honored to be recognized as one of the best places to work in Southern California, reflecting our commitment to fostering an exceptional workplace where employees thrive. Since 1926, we have built a reputation for integrity, trust, and professional excellence.

Our firm offers a unique balance of small-firm camaraderie and large-firm expertise, providing tailored client services while supporting employees with career growth, flexibility, and a collaborative environment. We celebrate excellence through reward programs, team-building events, and firm-wide gatherings. Windes actively supports charitable organizations, with our leaders serving on over 50 nonprofit boards.

Recognized as a Top 100 Accounting Firm by Accounting Today and Inside Public Accounting, Best Accounting Firm to Work For, and a Civic 50 Orange County honoree, we are dedicated to making a meaningful impact.

Purpose of this Position

The Senior Accountant plays a key role in preparing periodic financial reports for CAS clients, often with an industry-specific focus. This includes improving the accuracy of financial results, reviewing staff work, and offering feedback and training. Seniors are expected to take ownership of assignments, engage with clients, monitor budgets, and manage tasks efficiently.

They also participate in departmental initiatives, including process improvements, training, and committee involvement.

Essential Duties and Responsibilities:

• Mentor and support staff.
• Assist Managers and Partners in managing departmental workload and deadlines.
• Prepare and review financial statements, payroll, sales/use tax returns, and spreadsheets.
• Assist in onboarding new clients and proposal development.
• Manage multiple client accounts and deliver timely results.
• Ensure quality control and communicate effectively with clients.
• Participate in internal meetings, training sessions, and firm events.
• Identify opportunities for process improvement and innovation.

Practice Management Responsibilities:

• Assist with billing and accounts receivable for assigned clients.
• Monitor overdue accounts and support collection efforts.
• Contribute to client proposals and engagement profitability.
• Support firm growth through strong client service.

Core Competencies:

• Analytical mindset with developing proficiency.
• Strong conceptual thinking and strategic mindset.
• Effective oral and written communication skills.
• Ability to multi-task and prioritize based on business needs.
• Proactive schedule and task management.
• Works independently and collaboratively.
• Professional, timely communication with clients and colleagues.
• Receptive to feedback and committed to continuous improvement.
• Adaptability to change and problem-solving orientation.
• Curiosity and willingness to learn new things.
• Builds and maintains strong relationships.

Qualifications:

• Bachelor’s degree in Accounting/Business or equivalent.
• 3 to 5 years of relevant experience; public accounting preferred.
• Proficiency with accounting platforms (e.g., QuickBooks, Sage Intacct), Advanced Excel, and Microsoft Office; familiarity with Bill.com, Basic Power BI Query, Advanced AP/AR, and Advanced Payroll, GL, and Workflow.
• Strong analytical, organizational, and interpersonal skills.
• CPA license or eligibility to sit for the CPA exam preferred.
• Willingness to travel and meet client needs in a fast-paced environment.
• Hybrid or Remote Work options

Salary Range: $80,000 – $100,000 annually – DOE

Job Type: Full-time

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• On-site gym
• Paid sick time
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Vision insurance

Work Location: Hybrid remote in Irvine, CA 92614