Accounting Services Specialist

Weiss & Company LLP; Glenview (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Health insurance

Retirement plan

Paid time off

Job summary

Weiss & Company LLP in Glenview, IL seeks a Senior CAS Accountant to manage accounting engagements and advisory services for a portfolio of business clients. You will oversee monthly to year-end reporting, ensure GAAP compliance, and provide insights to help clients improve profitability.

The ideal candidate has about five years of accounting experience, including public accounting, strong technical knowledge, and excellent client relationship skills.

Qualifications

• Bachelor’s degree in Accounting is required.
• About 5+ years of accounting experience, public accounting a plus.
• Strong GAAP knowledge and client-facing experience.

Responsibilities

• Manage monthly, quarterly, and annual accounting engagements for multiple clients.
• Prepare and review journal entries, reconciliations, and adjusting entries.
• Maintain client ledgers and ensure data accuracy.
• Prepare monthly and year-end financial statements (balance sheet, income statement, cash flow).
• Assist with budgeting, forecasting, and cash flow management.
• Serve as primary accounting contact for assigned clients and maintain relationships.
• Present financial information to business owners and management teams.
• Support accounting software setup, conversions, and process improvements.
• Coordinate year-end reporting and assist tax return preparation with other departments.

Skills

Attention to detail

Communication skills

Time management

GAAP knowledge

Client relationship management

Education

Bachelor’s degree in Accounting

Tools

QuickBooks

MS Office

Job description

Company

Weiss & Company LLP is a full-service CPA firm serving small to mid-sized businesses as well as individuals and families. Our firm offers a full range of accounting services including tax, audit, advisory, and specialized services tailored to specific client needs. Recognized as an Illinois “Best Places to Work” for the past 10 years, we’ve been committed to shaping the workplace around our people – their personal as well as professional needs. If you are passionate about growing your career, join our team! Job

Job

The Senior Client Accounting Services (CAS) Accountant is responsible for managing accounting and advisory services for a portfolio of business clients across a variety of industries. This role serves as a trusted advisor to clients by providing accurate financial reporting, overseeing day-to-day accounting functions, and delivering insights that help clients make informed business decisions. The ideal candidate will have approximately five years of accounting experience, including public accounting experience, and possess strong technical accounting knowledge, client relationship skills, and the ability to manage multiple engagements simultaneously. Primary

Responsibilities

Client Accounting & Advisory Services

• Manage monthly, quarterly, and annual accounting engagements for multiple clients
• Prepare and review journal entries, account reconciliations, and adjusting entries
• Maintain client general ledgers and ensure accuracy of financial data
• Prepare monthly and year-end financial statements, including balance sheets, income statements, and cash flow reports
• Assist clients with budgeting, forecasting, and cash flow management
• Analyze financial results and provide recommendations to improve profitability and operational efficiency Client Relationship Management
• Serve as the primary accounting contact for assigned clients
• Develop and maintain strong client relationships through proactive communication and responsiveness
• Present financial information and explain accounting results to business owners and management teams
• Identify opportunities for additional advisory and firm services Accounting Technology & Process Improvement
• Utilize and support accounting software platforms
• Assist clients with accounting system setup, conversions, and process improvements
• Recommend technology solutions to improve efficiency and internal controls
• Support automation and workflow improvements within the CAS practice Payroll, Sales Tax & Compliance Support
• Review payroll reports and related filings as needed
• Assist clients with sales tax reporting and compliance requirements
• Coordinate year-end reporting and support tax return preparation processes
• Work closely with the firm's tax and audit departments to ensure seamless client service

Qualifications

• Bachelor’s degree in Accounting
• 5+ years of accounting experience, public accounting experience a plus Additional

Skills

• Proficiency in QuickBooks and MS Office
• Strong knowledge of overall financial and internal controls to support a GAAP compliant environment.
• Strong communication skills (verbal and written)
• Solid organizational skills with the ability to multi-task in a demanding, deadline driven environment
• Ability to manage multiple client engagements and prioritize work

What We Offer

• Competitive compensation and performance-based bonuses
• Medical, dental, and vision insurance
• Retirement plan with employer contribution
• Paid time off and paid holidays
• Collaborative and supportive firm culture Equal Opportunity Employer: Weiss & Company LLP is an equal opportunity employer and values diversity in the workplace. We encourage candidates of all backgrounds to apply.