Consultant | Client Accounting Services

Job Description

#LI-AE1 #LI-Hybrid

Responsibilities

We are seeking a detail-oriented and motivated Entry-Level Client Accounting professional to join our growing Client Accounting Services (CAS) team. This role provides hands-on experience supporting clients across a variety of industries by assisting with day-to-day accounting operations, financial reporting, and process improvement initiatives. This is an excellent opportunity for recent graduates looking to build a strong foundation in public accounting and outsourced finance.

Essential Functions and Primary Duties

• 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

Preferred Qualifications

• Bachelor's degree in Accounting or Finance
• 1-3 years of experience in public accounting or bookkeeping
• Basic understanding of accounting principles and financial statements
• Proficiency in Microsoft Excel; familiarity with accounting software (e.g., QuickBooks, NetSuite) is a plus
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Positive attitude, eagerness to learn, and strong work ethic
• Progress toward CPA certification (or intention to pursue)
• Exposure to cloud-based accounting systems and automation tools

Qualifications

Minimum Qualifications

• 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

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.