Experienced Associate | Accounting Services

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.

#LI-SV2 #LI-Hybrid 

 

Essential Functions and Primary Duties

 

• Month end reconciliations and closing procedures – including bank reconciliation, income reconciliation between software, review general ledger coding, balance liabilities, etc. 
• Operate accounting functions, including accounts payable, accounts receivable, payroll, general ledger maintenance and financial close process.
• Prepare monthly sales and use tax for clients
• Understand basic payroll functions for recording.
• Prepare or assist in client’s internal financial statements, ensuring accuracy and compliance with GAAP or other relevant accounting standards.
• Coordinate reporting requirements with external auditors and tax accountants (as needed).
• Input, process, and/or approve payables through third-party, web-based payables systems such as Bill.com or Anybill.com
• Perform self-review to ensure accuracy of work.
• Communicate directly with team and clients related tasks.
• Assist with year-end 1099 processing 

 

Preferred Qualifications

 

• Master's degree in Accounting, Taxation or related field
• Proficiency in QuickBooks Online (QBO) accounting software – ProAdvisor Certification a plus
• Proficiency in Quickbooks Desktop, Xero, Yardi, Sage Intacct, Bill.com, Gusto, other software skills a plus
• Proficiency in the use of Microsoft Excel and other Microsoft Office applications
• Strong attention to detail, organizational, and time management skills
• Ability to work in a team environment as well as independently
• Ability to manage multiple client assignments simultaneously
• Ability to be flexible on day-to-day workloads that change with client needs
• Strong understanding of deadlines

 

Minimum Qualifications 

• Bachelor's degree required
• Must have completed at least one "busy season"
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs