Outsourced Accounting Senior Associate

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

CBIZ is seeking a Senior in our Outsourced Accounting Solutions Group to join our growing and well-established national firm in our Morristown, NJ office. The Senior is responsible for handling day-to-day accounting operations and financial management for multiple clients. This role involves managing bookkeeping tasks, preparing financial statements, ensuring compliance with accounting regulations, and preparing various reconciliations.

Our growing practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing a work/life balance and offer extremely competitive salary and benefit packages.

Essential Functions and Primary Duties

• Bookkeeping: Review and manage full-cycle bookkeeping for clients, including accounts payable and accounts receivable.

• Monthly Close: Prepare monthly balance sheet and/or profit and loss schedules and reconciliations including but not limited to prepaids, depreciation, intangibles, accruals, debt, and equity. Record payroll, rent, interest, and any other applicable general ledger entries.

• Financial Statement Preparation: Prepare monthly financial statements, quarterly GAAP financial statements (without disclosures), and management reports.

• Reconciliations: Review bank reconciliations and credit card reconciliations.

• Variance analysis: Assist with identifying changes in GL accounts and explaining the trends.

• Software Assistance: Assist clients with setting up, training, and troubleshooting accounting software such as QuickBooks, Bill.com, RAMP, etc.

• Financial Reports: Provide clients with accurate financial information and reports to assist in business decision-making.

• Compliance: Ensure compliance with accounting policies, procedures, and regulatory requirements.

• Audit preparation: Prepare client audit schedules as required.

• Tax compliance support: Coordinate with the tax team on requests for annual tax compliance and any support needed.

• Client Communication: Create and maintain strong relationships with clients through regular communication and exceptional service.

• 1099 Preparation: Prepare annual 1099s and track W-9 compliance throughout the year.

• Staff Training: Train and mentor staff personnel and review the work product of the staff.

• Process Narratives: Assist in the documentation of internal controls and processes.

Preferred Qualifications

• Ability to manage multiple clients and projects simultaneously.

• Strong organizational skills and attention to detail.

• Excellent communication skills, both written and verbal.

• General knowledge of accounting principles and practices.

• Ability to work independently and as part of a team.

• Strong problem-solving skills and ability to adapt to changing priorities

Minimum Qualifications

• Bachelor's degree in Accounting or related field

• Minimum of 3-4 years of experience in accounting, preferably in a public accounting firm or similar environment.

• Proficiency in Quickbooks (both Online and Desktop versions), Bill.com, Microsoft Word & Excel.

The annual salary target for this job in this market is $85,000 - $120,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

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