Accounting Assistant

Job Description

Full Charge Bookkeeper | CBIZ

The Tone:
This is a Full Charge Bookkeeper role at CBIZ. CBIZ stands as a prominent professional services advisor to middle-market businesses across the United States, distinguished by its comprehensive expertise in accounting, tax, advisory, benefits, insurance, and technology. With a substantial team of over 9,500 members operating in 23 major markets, CBIZ is committed to delivering actionable insights to its clients. This role is fundamental to the company’s client service model, ensuring the accurate and timely management of essential bookkeeping and accounting duties, directly supporting clients’ financial health and operational efficiency.

The TL;DR
• Role: Early Career
• Type: Full-time
• Mission: To meticulously manage and process client financial data, provide essential bookkeeping and accounting services, and ensure the proper maintenance of records and compliance.
• Tech Stack: QuickBooks Online (QBO), Yardi, Sage Intacct, Bill.com, Gusto, along with general accounting and tax software.

What You’ll Actually Do
• Document Preparation: Prepare a variety of critical financial and client-related documents, which may include corporate tax returns, detailed client billing, engagement letters, and contracts as needed.
• Bookkeeping & Accounting: Manage comprehensive bookkeeping and accounting duties for clients, encompassing the organization and preparation of work papers, execution of bank deposits and reconciliations, and meticulous administration of general ledger coding and postings for correct entry.
• Data Management & Analysis: Systematically collect and either enter or download financial data from clients, performing thorough reviews to ensure accuracy, and proficiently operate accounting and tax software to record, store, and analyze this data.
• Information Storage & Retrieval: Efficiently file and retrieve all necessary documents, records, and reports, maintaining a well-organized and accessible system for financial information.
• Tax Return Processing & Quality: Undertake essential back-end processing tasks for tax returns, including printing, copying, filing, conducting basic quality assurance checks, and coordinating the delivery of finalized returns.

The Must-Haves
• Background: An Entry-Level professional who has earned a High School Diploma or GED, forming the foundational educational requirement for this role.
• Experience: A minimum of 2 years of relevant work experience in an accounting capacity, demonstrating practical knowledge and application of accounting principles.
• Skills: Possesses strong attention to detail, excellent organizational and time management abilities, the capacity to work effectively both independently and within a team environment, proficient use of applicable technology, and demonstrated clear verbal and written communication abilities across all levels of an organization, both internally and externally. Additionally, must maintain all current required licenses and certifications pertinent to the field of expertise.
• Bonus: Preferred qualifications include an Associate’s or Bachelor’s degree in Accounting, Finance, or a related field; demonstrated proficiency in QuickBooks Online (QBO); and advantageous familiarity with other specialized software such as Yardi, Sage Intacct, Bill.com, or Gusto.