Client Accounting Manager in Indianapolis at CBIZ

Date Posted: 5/24/2023

Job Snapshot

Job Description

CBIZ Somerset is a relationship driven accounting and advisory firm that is always looking for smart, ambitious, friendly people to join our growing firm. Our successful employees know that building solid relationships with our clients is as important as effectively leading others through an engagement. At CBIZ Somerset, you have the ability to make a difference and advance your career through demonstrated leadership, welcoming new challenges, and recognizing the potential in others.

With over 120 offices and nearly 7,000 associates 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.    

CBIZ has been honored to be the recipient of several national recognitions:        

  • 2022 Best and Brightest Companies to Work for in the Nation  
  • 2023 Top Workplaces USA  
  • 2022 America's Best Mid-Size Employers  
  • 2022 Best and Brightest Companies in Wellness  
  • 2022 Great Place to Work Certification    

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.   

We are currently seeking a Client Accounting Manager to join our Managed Accounting Solutions team. The ideal candidate will have a strong accounting background and enjoy building relationships with clients to gain an in-depth understanding of their business objectives and act as a trusted advisor. Public accounting experience would be a plus for this position, however it is not a requirement. 

Essential Functions and Primary Duties

  • Perform account reconciliations, review journal entries and oversee financial statement preparation to manage the overall general accounting and financial reporting function for clients
  • Increase the accuracy and transparency of the Company’s financial activity and financial standing by preparing and presenting financial reports and dashboards that help our clients understand their Company financials
  • Perform cash projections to effectively manage cash balances and maximize the return on any excess cash balance
  • Examine completed financial statements and provide timely review notes to staff to ensure client needs are being met consistently 
  • Review and sign quarterly and annual payroll tax returns
  • Proactively identify accounting, internal control, and financial reporting deficiencies and provide timely recommendations to implement solutions and process improvements
  • Train and assist with the development of new and current staff

Preferred Qualifications

  • Bachelors Degree in Accounting
  • CPA License preferred
  • 5 - 8 years of corporate and public accounting experience combined
  • Proficient in QuickBooks Online and a willingness to embrace new technology 
  • General knowledge of the accounting practices in the healthcare field preferred
  • Highly adept at planning and organizing workload to manage multiple client engagements in an accurate and timely manner
  • Ability to multi-task, think independently and be an expert problem solver
  • Ability to occasionally travel to local client sites

Minimum Qualifications

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
  • 6 years of experience in public accounting or related field
  • 3 years supervisory experience
  • Ability to manage all aspects of client engagements
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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