Job Description

With over 120 offices and nearly 7,000 associate s 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.  

Our Bookkeepers (Client Services Representative II) assist our clients with their client clean up and ongoing accounting needs and to work with our small-medium business clients to with related accounting consulting aspects.      

Essential Functions and Primary Duties

• Work on multiple clients performing a full breadth of management accounting services
• Assistance as needed with accruals, payroll, month end close, accounts payable and prepared financial statements
• Performing and reviewing reconciliations of balance sheet accounts and analyzing budget variances.
• Assist clients with various other small business consulting matters such as budgeting, different QBO related applications, and improving accounting processes.
• Utilize QuickBooks and QBO (as the primary client-used accounting system) and other accounting systems as needed.
• Ability and willingness to travel (if/as needed) to clients within driving distance.
• Interact well with clients, CBIZ tax staff and CBIZ Client Accounting & Advisory Services (CAAS) team.
• Additional responsibilities as assigned.

Preferred Qualifications

• Experience being a super star in accounting clean up situations
• Previous experience successfully managing multiple clients
• Bachelor’s degree.
• Credentials such as CMA or bookkeeping certifications.
• Broad industry experience in service, contracting, construction and mfg
• QBDT and QBO Certifications.
• Strong integrity & transparency
• Strong critical thinking skills
• Self-Starter, hands on, hard worker, & ability to work autonomously
• Ability to stay organized with multiple clients and updating clients and team on status
• Excellent at meeting deadlines and managing internal and external expectations

Minimum Qualifications Required

• High School Diploma or GED required
• At least 3 years of accounting experience.
• Ability to work in a team environment as well as independently.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.

The annual salary target for this job in this market is $50,000 - $80,000. The specific compensation for this role will be determined based on the 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.

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

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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