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.
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Skills Required
- Experience using QuickBooks
- Strong Microsoft Excel skills
- Understanding of general ledger accounting, account reconciliations, trial balances, and adjusting journal entries
- Knowledge of payroll taxes, payroll-related accounting, and filing requirements
- Strong attention to detail, accuracy, organization, time management, and prioritization skills
- Excellent written and verbal communication skills
- Professional client service skills
- Ability to work independently with minimal supervision
- Ability to learn and effectively use new software and technology
- Experience preparing individual and business tax returns
Cetera Financial Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cetera Financial Group and has not been reviewed or approved by Cetera Financial Group.
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Healthcare Strength — Health coverage is described as comprehensive, including medical, dental, vision, mental‑health support, and optional pet insurance. Feedback suggests the breadth of coverage is a relative strength.
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Leave & Time Off Breadth — Time off includes a sizable PTO allotment with paid holidays, a dedicated wellness day, and a paid volunteer day. Feedback suggests the time‑off package exceeds basic employer offerings.
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Retirement Support — Retirement support includes a 401(k) with company match and access to one‑on‑one financial planning. Feedback suggests the retirement program can be competitive, though specifics may depend on role or plan.
Cetera Financial Group Insights
What We Do
Cetera Financial Group empowers the delivery of professional financial advice to individuals, families and company retirement plans across the country. We support independent and institutions-based advisors, tax professionals, and bank and credit union investment programs, ensuring they have the objective research, regulatory guidance, technology, tools and resources they need to help them and their clients pursue their dreams for the future. While our multiple distinct firms allow us to customize how we serve the needs of each advisor and investment program, all are united through our exclusive Advice-Centric Experience™, which makes the delivery of financial insight and advice more efficient, more transparent, and more human. Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services
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