Consultant | Client Accounting Services
CBIZ•Indianapolis, IN
•Hybrid
About The Position
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.
Requirements
- 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
Nice To Haves
- 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
Responsibilities
- 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
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What This Job Offers
Career Level
Entry Level
Education Level
High school or GED
