Staff Accountant in San Diego at CBIZ

Date Posted: 9/14/2022

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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:

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation 
  • 2022 Top Workplaces USA 
  • 2021 America's Best Mid-Size Employers 
  • 2021 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.

About this position

Your role as a Staff Accountant / Client Accounting Services Professional is to help our clients with their client accounting needs and to work with business owners to clean up and maintain their accounting. Additionally, you will have opportunities to perform small business consulting such as helping streamline the clients accounting, improve processes, identify areas that can be automated by our QBO technologist, evaluate fraud prevention controls and more.  This role offers remote, hybrid and onsite capabilities to suit your needs. 

Essential Functions and Primary Duties

  • Work on multiple clients performing a full breadth of accounting support duties ranging from
  • Full charge management accounting solely performing the month end close (small business outsourced Controller)
  • Accounting support duties which may include but not be limited to transaction entries (e.g. sales), accounts payables and receivables, accruals (if/as needed), using an automated AP workflow system, etc
  • Performing all or selected regular reconciliations of balance sheet accounts and retained earnings roll forwards
  • If needed assist client with use of an outsourced payroll system and related matters (for example W-2s, etc)
  • Various compliance filings (for example 571s, 1099s, etc)
  • Under guidance and direction of our Client Accounting Services (CAS) manager, assist in automating small business client accounting workflows
  • Follow all company internal control methods, guidance and direction
  • Utilize primarily QuickBooks Online (as the primary client-used accounting system) and on special circumstances other accounting systems as needed
  • Although most client accounting work can be done remote, some of the small business consulting work requires on site effort which may involve travel to any So Cal office area and occasionally the need for overnight stays (if/as needed)
  • Interact well with clients, CBIZ tax staff and CBIZ Client Accounting & Advisory Services team
  • Additional responsibilities as assigned

Preferred Qualifications

  • Experience successfully stepping in to accounting clean up situations
  • Previous experience with outsourced accounting on multiple clients is helpful but not required
  • Four year degree helpful but not required
  • Prefer but not required CPA, CMA also helpful but not required
  • Experience in biotech, technology, real estate and light manufacturing all a plus
  • QBDT, and QBO Certifications are helpful but not required upon hiring but may be required within 12 months of hiring

Minimum Qualifications Required

  • High School Diploma or GED required along with 2 years of full charge bookkeeping experience
  • Exceptional customer relations skills and a track record of working well with others
  • Ability to manage time and deadlines effectively
  • QBO/QuickBooks Online experience
  • Demonstrated ability to communicate verbally and in writing throughout all levels of both CBIZ and our clients
  • Proficient use of applicable systems and ability to learn as technology changes
  • Quickly learn and navigate different accounting programs
  • Strong management accounting (accrual based) / bookkeeping skills


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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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