Client Accountant - Business Management

Encino, CA

Full Time

Entry Level

Why Work at GWO?
At Gettleson, Witzer & O’Connor, we combine the best of both worlds—traditional values and cutting-edge innovation. Our team is dedicated to delivering high-quality, personalized business management services to a diverse and prestigious client base. We prioritize the financial well-being of our clients while leveraging the latest technology in a secure, modern environment. If you're looking to join a firm that values excellence, collaboration, and forward-thinking solutions, GWO is the place to grow your career.

Client Accountant

The Client Accountant supports clients and their representatives with personal and business financial matters, including full-charge bookkeeping, payroll, accounts payable/receivable, and fund transfers for individuals and corporations. This role works closely with Account Managers and involves direct client interaction.

Essential Duties

Manage daily cash receipts
Process and file invoices and bills
Prepare accounts payable for scanning and entry into AgilLink
Print and assemble checks with invoices; handle disbursement
Maintain recurring check lists and client files
Ensure proper scanning and imaging of documents
Record payroll (in-house or via Paychex), including quarterly and annual filings
Prepare and submit wire requests and fund transfers

Qualifications

AgilLink experience preferred
Strong oral and written communication skills
Excellent interpersonal skills
Ability to multitask and thrive in a fast-paced environment

Total Rewards & Benefits

Competitive Hourly Rate ($26.45-$28.85)
Medical, dental, and vision insurance (100% Employer Paid on Base Plans)
Life, STD, LTD and AD&D (Employer Sponsored)
401(k)
Paid vacation, holidays, and sick leave
Professional development opportunities
Hybrid work schedule (as a perk and based on role and performance)
Supportive, team-oriented culture

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Gettleson Witzer & O'Connor

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Client Accountant - Business Management

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