Consultant | Client Accounting Services

We are seeking a detail-oriented and motivated Entry-Level Client Accounting professional to join our growing Client Accounting Services (CAS) team. This role provides hands-on experience supporting clients across a variety of industries by assisting with day-to-day accounting operations, financial reporting, and process improvement initiatives. This is an excellent opportunity for recent graduates looking to build a strong foundation in public accounting and outsourced finance.

Essential Functions and Primary Duties

• Assist with maintaining client general ledgers, including journal entries and account reconciliations
• Support monthly, quarterly, and year-end financial close processes
• Prepare bank, credit card, and balance sheet reconciliations
• Assist in preparing financial statements and management reports for clients
• Process accounts payable and accounts receivable transactions
• Support payroll processing and related journal entries (as applicable)
• Maintain organized financial records and documentation in accordance with firm standards
• Collaborate with team members to identify process improvements and efficiencies
• Communicate with internal teams and, as appropriate, clients to gather information and resolve discrepancies
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor’s degree in Accounting or Finance
• 1–3 years of experience in public accounting or bookkeeping
• Basic understanding of accounting principles and financial statements
• Proficiency in Microsoft Excel; familiarity with accounting software (e.g., QuickBooks, NetSuite) is a plus
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Positive attitude, eagerness to learn, and strong work ethic
• Progress toward CPA certification (or intention to pursue)
• Exposure to cloud-based accounting systems and automation tools

Minimum Qualifications

• High School diploma or GED required; Bachelor’s degree preferred
• 3 years of experience in related field
• Achieve professional certifications relative to area of expertise, must have and preserve required licenses Must be able to work in a team environment
• Presentation skills mandatory
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
• Must be able to travel based on client and business needs