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Client Accounting Services Associate Jobs in Wisconsin

Compeer Financial

Accounting Specialist

Fond Du Lac, WI · On-site +1

$21 - $28.25/hr

... and client-focused Senior Accounting Specialist to deliver advanced accounting services while ... Associate's degree in Accounting or a related field (Bachelor's degree preferred) or equivalent ...

Nicolet National Bank

Merchant Services Associate

WI · On-site

The Merchant Services Associate is responsible for supporting the delivery, onboarding, service ... Lead client meetings, discovery conversations, needs assessments, relationship calls, follow-up ...

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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 are popular job titles related to Client Accounting Services Associate jobs in Wisconsin?

For Client Accounting Services Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Client Accounting Services Associate jobs in Wisconsin look for?

The top searched job categories for Client Accounting Services Associate jobs in Wisconsin are:

Client Accounting Services Associate jobs near you
Infographic showing various Client Accounting Services Associate job openings in Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Senior Accountant, Assurance

Wertz & Associates

Brookfield, WI • Hybrid

$75K - $95K/yr

Full-time

Medical, Retirement, PTO

Posted 2 days ago

New

Job description

Senior Accountant, Assurance Audit & Assurance | Nonprofit Expertise | Career Development | Great Place to Work

Compensation: $75,000–$95,000 Base + Bonus Opportunity + Career Advancement Path

Location: Brookfield, Wisconsin
Schedule: Flexible Hybrid

Our client, a growing and highly respected professional services firm recognized as a Great Place to Work, is seeking a talented Senior Accountant to join its Assurance team in Brookfield.

This is more than a traditional audit role.

It's an opportunity to gain hands-on experience across a variety of industries, work directly with nonprofit organizations and business clients, develop strong client relationships, and continue building the technical and leadership skills necessary for long-term success in public accounting.

The firm is committed to investing in its people through personalized mentorship, continuous learning opportunities, and a collaborative culture that encourages professional and personal growth.

If you're looking for an opportunity to expand your assurance experience, take ownership of client engagements, and accelerate your path toward leadership, we'd welcome a confidential conversation.

Why This Opportunity Stands Out
  • $75,000–$95,000 base salary
  • Performance-based bonus opportunities
  • Great Place to Work certified firm
  • Diverse exposure to audit, accounting, and tax engagements
  • Significant nonprofit industry experience
  • Personalized mentoring and career development
  • Opportunity to act as in-charge on engagements
  • CPA support and professional development resources
  • Strong leadership accessibility
  • Clear advancement path toward Assurance Supervisor and Manager
  • Collaborative and growth-oriented culture

Exceptional candidates with nonprofit audit experience, CPA progress, or prior in-charge engagement experience may be considered above the posted compensation range.

About the Firm

Our client is a leading accounting, consulting, and advisory firm serving businesses, nonprofit organizations, entrepreneurs, and individuals throughout Wisconsin and beyond.

The firm provides services including:

  • Audit & Assurance
  • Reviews & Compilations
  • Tax Planning & Compliance
  • Advisory Services
  • Outsourced Accounting
  • Business Consulting

Known for its people-first culture and commitment to professional growth, the firm provides employees with meaningful opportunities to develop both technical and leadership skills.

The Opportunity

As a Senior Accountant within the Assurance practice, you'll take an active role in managing client engagements while gaining exposure to technical accounting, audit, bookkeeping, and financial reporting responsibilities.

You'll develop expertise in:

  • Financial Statement Audits
  • Reviews & Compilations
  • Nonprofit Organizations
  • Financial Reporting
  • Internal Controls
  • Bookkeeping & Accounting Services
  • Tax Compliance
  • Client Relationship Management
  • Leadership Development

This role offers outstanding variety and exposure for professionals looking to broaden their public accounting experience.

Key Responsibilities Audit & Assurance
  • Assist with audits, reviews, compilations, and agreed-upon procedures engagements
  • Serve as in-charge on assigned engagements
  • Coordinate client communications and engagement timelines
  • Prepare audit documentation and supporting workpapers
  • Identify accounting issues and recommend practical solutions
Financial Reporting
  • Prepare financial statements and related disclosures
  • Analyze accounting records and financial information
  • Research accounting and assurance issues
  • Support compliance with applicable reporting standards
  • Assist with technical accounting matters as needed
Tax & Advisory Support
  • Prepare moderate to complex income tax and informational returns
  • Organize supporting tax documentation
  • Conduct tax and accounting research
  • Assist with special projects and advisory engagements
  • Help identify opportunities to add value to client relationships
Bookkeeping & Client Accounting Services
  • Assist clients with monthly, quarterly, and annual bookkeeping needs
  • Record and classify financial transactions
  • Prepare payroll, sales tax, and local tax filings
  • Draft financial reports and account reconciliations
  • Create and maintain fixed asset schedules and depreciation calculations
Leadership & Professional Development
  • Train and mentor interns and entry-level staff
  • Provide engagement feedback and guidance
  • Participate in mentoring and career development initiatives
  • Continue progressing toward CPA certification
  • Develop supervisory and leadership skills
Qualifications Required
  • Bachelor's Degree in Accounting or related field
  • 1–3 years of public accounting experience
  • Experience with audit, accounting, or assurance engagements
  • Strong analytical and organizational abilities
  • Excellent communication and interpersonal skills
  • Ability to manage multiple priorities and deadlines
    Who Thrives Here?

    The ideal candidate:

    • Enjoys working directly with clients
    • Wants broad exposure across audit, tax, and accounting services
    • Takes pride in producing high-quality work
    • Enjoys mentoring newer professionals
    • Values continuous learning and development
    • Wants a clear path toward leadership
    • Appreciates a collaborative team environment
    Benefits
    • Competitive compensation package
    • Performance bonus opportunities
    • Comprehensive healthcare options
    • Retirement savings programs
    • Paid time off and holidays
    • CPA support and continuing education
    • Mentorship and career coaching
    • Professional development opportunities
    • Great Place to Work culture
    • Strong advancement opportunities
    • Team-oriented and collaborative environment
    What Makes This Opportunity Different?

    Many Senior Accountant opportunities focus on one area of public accounting.

    This role offers exposure to multiple disciplines.

    You'll participate in assurance engagements, financial reporting, bookkeeping services, tax projects, and client advisory work while receiving mentorship from experienced professionals committed to your success. The breadth of experience and visibility offered in this role creates an ideal foundation for future advancement into supervisory and management positions.

    About Our Client

    Our client is a growing professional services firm dedicated to helping clients, employees, and communities thrive. Through a commitment to exceptional service, professional development, and a collaborative culture, the firm has earned recognition as a top workplace and continues to attract ambitious accounting professionals looking to build rewarding long-term careers.

    Employees benefit from hands-on learning, strong mentorship, meaningful client interaction, and opportunities to advance within a firm that genuinely invests in its people.

    If you're a Staff Accountant ready for the next step or a current Senior Accountant seeking greater responsibility, client exposure, and career growth, we'd love to speak with you confidentially.