Associate Consultant II (Accounting Consultant/Bookkeeper)

Posted Yesterday
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Fairlawn, OH, USA
Hybrid
Mid level
Consulting • Financial Services
The Role
Complete client accounting and bookkeeping engagements, including invoice entry, bill payment, deposits, payroll transactions, reconciliations, journal entries, and financial statements. Apply accounting and tax regulations, meet engagement budgets and charge-hour goals, support technology implementation, participate in networking and practice development, perform administrative duties, and travel as needed for clients and business needs.
Summary Generated by Built In

#LI-AG1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

  • Complete all aspects of accounting engagements for clients

  • Complete bookkeeping services for clients including invoice entry, paying bills, recording deposits, bank reconciliations, recording payroll transactions, general ledger account reconciliations, preparing journal entries and generating financial statements.

  • Execute solid understanding of accounting principles, general tax regulation, general payroll tax reporting regulations, technology implementation procedures, etc. relative to individual client assignments

  • Adhere to engagement budget constraints and complete assigned tasks within the time requested

  • Strive to attain charge hour goals

  • Practice in early practice development activities such as: memberships in qualified organizations capable of referring potential engagements, and business networking activities

  • Execute administrative duties as assigned

  • Additional responsibilities as assigned

 

Preferred Qualifications

  • Bachelor's Degree in Accounting or related field

  • Proficient use of QuickBooks software

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.

Skills Required

  • High school diploma or GED
  • Three years of experience in a related field
  • Achieve and maintain professional certifications and required licenses applicable to the area of expertise
  • Ability to work in a team environment
  • Presentation skills
  • Proficiency with applicable technology
  • Verbal and written communication skills across all organizational levels
  • Ability to travel based on client and business needs
  • Bachelor's degree in Accounting or a related field
  • Proficiency with QuickBooks software
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The Company
HQ: Cleveland, OH
3,512 Employees

What We Do

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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