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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.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
general ledger maintenancejournal entriesaccount reconciliationsfinancial close processesbank reconciliationscredit card reconciliationsbalance sheet reconciliationsaccounts payableaccounts receivablepayroll processing
Soft Skills
team collaborationcommunicationpresentation skillsprocess improvementorganizational skills
Certifications
professional certificationsrequired licenses