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Client Accounting Services Associate Jobs in Indiana

LHH US

Accounting Associate

Indianapolis, IN · Hybrid

$60K - $75K/yr

The team is tight-knit, collaborative, and known for maintaining strong, long-term client ... Leadership that values accuracy, service, and professionalism Compensation & Benefits * $60,000 ...

LHH US

Accounting Associate

Indianapolis, IN · Hybrid

$60K - $75K/yr

The team is tight-knit, collaborative, and known for maintaining strong, long-term client ... Leadership that values accuracy, service, and professionalism Compensation & Benefits * $60,000 ...

Credent Wealth Management

Client Service Associate

Auburn, IN · On-site

$13.50 - $18.75/hr

Client Service Associate Client Service Associates support the Wealth Advisor by attending client ... Tax, or Accounting; Customer service experience preferred Other: * Series 65 License achieved ...

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Client Accounting Services Associate information

What is a client accounting services associate?

Client Accounting Services Associates are professionals who provide outsourced accounting and bookkeeping services to clients, often on behalf of an accounting firm. Their responsibilities typically include managing accounts payable and receivable, preparing financial statements, reconciling bank statements, processing payroll, and assisting with tax preparation. They work closely with clients to ensure accurate financial records and compliance with relevant laws and regulations. This role requires strong attention to detail, proficiency with accounting software, and excellent communication skills.

What are the key skills and qualifications needed to thrive as a client accounting services associate?

To excel as a Client Accounting Services Associate, you need a solid understanding of accounting principles, financial reporting, and often a degree in accounting or a related field. Familiarity with accounting software such as QuickBooks, Xero, or Sage, and sometimes relevant certifications like CPA or CMA, is typically required. Attention to detail, strong organizational skills, and effective client communication help distinguish top performers in this role. These competencies ensure accurate financial records, efficient client service, and compliance with regulatory standards.

What are some common challenges faced by client accounting services associates, and how can they be effectively managed?

Client Accounting Services Associates often juggle multiple client accounts with varying reporting timelines and unique requirements, which can pose challenges in time management and organization. Staying current with evolving accounting regulations and client-specific processes is also crucial. Effective communication, strong organizational skills, and utilizing accounting software can help manage these challenges. Collaboration with team members and proactive client updates are essential for delivering accurate and timely services.

What do client accounting services associates do?

Client Accounting Services Associates are responsible for managing and maintaining clients' financial records, including bookkeeping, reconciliations, and financial reporting. They often use accounting software such as QuickBooks or Xero and may assist with payroll, invoicing, and tax preparation tasks to ensure accurate financial data for clients.

What cities in Indiana are hiring for Client Accounting Services Associate jobs?

Cities in Indiana with the most Client Accounting Services Associate job openings:

Client Accounting Services Associate jobs near you

Outsourced Controller / Client Accounting Services (CAS) Manager

Everforth, Cybercoders

Indianapolis, IN • Hybrid

$150K/yr

Full-time

Posted 7 days ago

Job description

Outsourced Controller
Job Title: Outsourced Controller / Client Accounting Services (CAS) Manager
Location: Indianapolis, Indiana (Hybrid)
Salary: Up to $150,000 / year
Experience: Outsourced controller or client management experience within public accounting required
Firm Type: Public Accounting / Wealth Management Firm
About Us
We are a premier public accounting and wealth management firm located in Indianapolis. Our unique, integrated model allows us to deliver holistic financial strategy, blending high-level business accounting solutions with sophisticated wealth advisory. We value growth, collaboration, and maintaining a healthy work-life balance for our team. We are looking for an experienced Outsourced Controller to manage client portfolios and provide strategic, full-cycle financial management.
Position Summary
As an Outsourced Controller, you will serve as the outsourced financial leader for a dedicated portfolio of business clients. You will oversee their accounting ecosystems from the ground up, manage financial statement preparation, and deliver critical advisory insights directly to business owners. This hybrid role balances remote flexibility with targeted in-office collaboration at our Indianapolis location.
Key Responsibilities
  • Oversee and direct full-cycle outsourced accounting functions for a diverse portfolio of business clients.
  • Prepare, review, and analyze complex monthly, quarterly, and annual financial statements.
  • Act as the strategic financial partner for clients, advising them on cash flow, budgeting, internal controls, and growth strategies.
  • Guide and review the work of supporting accounting staff to ensure accuracy and deadline compliance.
  • Lead onboarding processes for net-new clients, designing and implementing tailored cloud accounting workflows.
  • Coordinate with internal tax and wealth management teams to provide a unified client experience.
Qualifications
  • Proven experience working as an outsourced controller, virtual CFO, or senior-level CAS professional within a public accounting firm.
  • Strong expertise in full-cycle accounting, financial statement analysis, management reporting, and month-end close.
  • Advanced proficiency utilizing modern cloud accounting tech stacks (such as QuickBooks Online, Sage Intacct, or Bill.com).
  • Exceptional advisory skills with a track record of explaining financial concepts clearly to business owners.
  • Ability to work effectively in a hybrid setting, split between remote work and our Indianapolis office.
 
- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 08/06/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Salary

$110000 - $150000 USD per year