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Consultant, Client Accounting Services
CBIZEntry-Level Client Accounting Consultant supporting various industries with accounting operations and financial reporting. Assisting daily tasks and providing insights for process improvements.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
general ledger maintenancejournal entriesaccount reconciliationsfinancial close processesbank reconciliationscredit card reconciliationsbalance sheet reconciliationsaccounts payableaccounts receivablepayroll processing
Soft Skills
team collaborationcommunicationpresentation skillsprocess improvementorganizational skills
Tools & Technologies
financial softwareaccounting systems
Certifications & Qualifications
professional certificationsrequired licenses
Industry Keywords
financial statementsmanagement reportsfinancial recordsdocumentation standards
About the role
Key responsibilities & impact- Assist with maintaining client general ledgers, including journal entries and account reconciliations
- Support monthly, quarterly, and year-end financial close processes
- Prepare bank, credit card, and balance sheet reconciliations
- Assist in preparing financial statements and management reports for clients
- Process accounts payable and accounts receivable transactions
- Support payroll processing and related journal entries (as applicable)
- Maintain organized financial records and documentation in accordance with firm standards
- Collaborate with team members to identify process improvements and efficiencies
- Communicate with internal teams and, as appropriate, clients to gather information and resolve discrepancies
- Additional responsibilities as assigned
Requirements
What you’ll need- High School diploma or GED required; Bachelor’s degree preferred
- 3 years of experience in related field
- Achieve professional certifications relative to area of expertise, must have and preserve required licenses
- Must be able to work in a team environment
- Presentation skills mandatory
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
- Must be able to travel based on client and business needs
Benefits
Comp & perks- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities