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Client Accounting Services Associate Jobs in Indiana

Bookkeeping Plus, Inc.

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Accountant

Greenfield, IN · On-site

We specialize in high-end accounting services for clients across Indiana and beyond. Our diverse ... We're not a recruiter or temp agency--we're a thriving multi-client firm with real opportunities ...

Bookkeeping Plus

Accountant

Greenfield, IN · On-site

We specialize in high-end accounting services for clients across Indiana and beyond. Our diverse ... Were not a recruiter or temp agencywere a thriving multi-client firm with real opportunities for ...

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Client Accounting Services Associate information

What are Client Accounting Services Associates?

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 do client accounting services do?

A Client Accounting Services Associate supports clients by managing financial records, preparing financial statements, and ensuring accurate bookkeeping. They often use accounting software and may assist with payroll, tax filings, and financial analysis to help clients maintain compliance and make informed business decisions.

What are the key skills and qualifications needed to thrive as a Client Accounting Services Associate, and why are they important?

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 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
Senior Manager | Client Accounting Services

Senior Manager | Client Accounting Services

CBIZ

Indianapolis, IN • Hybrid

Other

Posted 17 hours ago

CBIZ rating

8.0

Company rating: 8.0 out of 10

Based on 49 frontline employees who took The Breakroom Quiz

11th of 17 rated bookkeepers and accountants

Job description

#LI-AE1 #LI-Hybrid

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.

Minimum Qualifications 

  • Bachelor's degree required

  • 8 years of experience in public accounting or related field

  • 5 years supervisory

  • Ability to manage all aspects of client engagements

  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

  • Proficient use of applicable technology

  • Availability to travel based on business needs

Essential Functions and Primary Duties

  • Provide fractional CFO and accounting support to small and mid-sized clients. 
  • Partner with business owners to strengthen their financial operations by evaluating processes, providing valuable financial and business insights, and utilizing automation tools to streamline accounting processes. 
  • Assess internal controls, including fraud prevention, and establish best accounting practices. 
  • Leverage new technologies to support budgeting, rolling cash flow forecasts, and long-term financial modeling. 
  • Perform key financial and advisory activities, including: 
    • KPI development and performance monitoring 
    • Breakeven, contribution margin, and profitability analysis 
    • Financial forecasting, cash flow projections, and business planning 
    • Pricing strategy and GAAP evaluations 
    • FP&A support for privately held companies 
  • Support client growth through financial and operational consulting, including process evaluation and improvement recommendations. 
  • Participate in business development efforts (networking, sales calls, and referral development). 
  • Manage and oversee consulting projects, delegating effectively to team members. 
  • Assist with selection, implementation, and integration of accounting and related systems (e.g., payroll, POS, time/billing). 
  • Foster a collaborative, high-performing team environment aligned with company culture. 
  • Train, mentor, and supervise accounting staff; provide hands-on support as needed.

Preferred Qualifications

  • Master's degree in accounting, taxation or related field

  • Professional certifications such as CPA, CFA, MBA, CMA, CGMA, or equivalent. 
  • Experience with cloud-based accounting and business systems (e.g., QuickBooks Online, Sage Intacct, NetSuite, Yardi, BILL, Ramp, Gusto, Avalara) and remote collaboration tools. 
  • QuickBooks Online Advanced certification or equivalent expertise. 
  • Proficiency in data visualization tools (e.g., Power BI, Tableau). 
  • Experience with data preparation and automation tools (e.g., Alteryx). 
  • Advanced Excel skills, including Power Query and Power Pivot. 
  • Broad systems experience, including ERP platforms, SQL databases, Microsoft Access, BI tools, and CRM systems. 
  • Demonstrated ability to stay current with industry trends and emerging technologies. 
  • Experience in financial roles within both small (<$25M revenue) and large (>$100M revenue) organizations.

What CBIZ employees say

Pay

Benefits

Hours and flexibility

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About CBIZ

Sourced by ZipRecruiter

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

Industry

Business management consulting

Company size

5,001 - 10,000 Employees

Headquarters location

Cleveland, OH, US

Year founded

1987

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