Client Accounting Services Associate

CG TeamTinton Falls, NJ
3dHybrid

About The Position

Cg Tax, Audit & Advisory is looking for a talented and experienced Client Accounting Services Associate to join our Client Accounting Services Group. Cg is a quality of life company. That means - we're focused on the overall well-being and happiness of our team members and ensuring that everyone enjoys a full work/life balance. Cg offers hybrid and remote work models, comprehensive benefits, mentorship and training, flexible hours, wellness initiatives, Summer Fridays, and paid time off. Candidates for this role will demonstrate the following qualifications and responsibilities:

Requirements

  • 3+ years relevant accounting and bookkeeping experience.
  • Client management experience with ability to service multiple client accounts efficiently and effectively.
  • Ability to manage journal entries to ledger accounts.
  • Excellent problem solving, critical thinking, and analytic skills.
  • Strong verbal and written communication skills.
  • High degree of accuracy and attention to detail.
  • Proactive, self-motivated, organized, detail-oriented, and willing to learn from experienced professionals.
  • Proficiency in QuickBooks and Microsoft Excel.
  • This position is hybrid; a combination of remote and in-office work. In-office work will be determined by Cg management and/or client needs.

Responsibilities

  • Involvement in all aspects of the firm’s client accounting services practice, as well as daily client engagement activities.
  • Utilize available accounting technology/software to automate the bookkeeping process including online banking, bill pay, and general ledger integration with payroll.
  • Prepare cash flow statements, trial balances, bank reconciliations, and financial reports.
  • Perform all activities related to the accounts payable function including reviewing, coding, and processing payments.
  • Adhere to firm’s quality control policies and procedures.
  • Develop familiarity with firm’s policies, procedures, forms, and online tools/software.
  • Participate in training and other educational opportunities.
  • Perform additional tasks as assigned by firm management, when necessary.

Benefits

  • Health Insurance
  • High Deductible Health Plan
  • Health Reimbursement Arrangement (HRA)
  • Coverage begins on the first month after one full month of employment
  • Life and Long-Term Disability Insurance (at no cost to employee)
  • Employee Assistance Program (at no cost to employee)
  • Voluntary Benefit Plans
  • Dental
  • Life Insurance and AD&D
  • Short Term Disability
  • Vision
  • Critical Illness
  • Hospital Indemnity & Accident
  • Legal
  • Section 125 (Flex Spending Account)
  • Accident
  • Paid Time Off
  • Holiday Time
  • Plus one additional floating holiday per year
  • Tax Day – the firm is closed for a full day the first Friday following April 15th
  • Summer Fridays
  • Office closed on Fridays beginning the first Friday in June and ending the Friday of Labor Day weekend
  • 401(k)/Profit Sharing Plan
  • With auto enrollment upon eligibility and employer match
  • Team Bonus Plan
  • Paid subjectively based on billable/total hours, realization, and goals met
  • New Team Member Referral Bonus
  • Based on specified requirements included years of professional experience
  • New Business Referral Bonus
  • For recurring and non-recurring business based on specified parameters
  • Reimbursement for Relevant Licenses and Dues
  • CPA Exam Bonus
  • Monetary bonus and reimbursement towards expenses upon passing all four parts of the exam
  • Bonuses also available for additional professional designations
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