Accounting & Tax Associate: Grow Client Partnerships

Journeycpas; Michigan; Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health, dental, vision, and life保险

Job summary

Journey Advisors + CPAS in the United States is seeking an Accounting & Tax Associate who will prepare monthly financial statements, reconcile bank and general ledger accounts, and support tax return preparation for individuals and businesses. This role emphasizes client relationships, problem solving, and learning new processes, with training provided.

The position is full-time and based at our Grand Rapids, MI or Naperville, IL offices.

Qualifications

• A bachelor’s degree in accounting or a related field.
• Genuine interest in helping small business owners succeed.
• Professionalism, attention to detail, and a strong sense of ownership.
• Openness to learning and feedback, and a desire to keep improving.
• Strong communication skills—both written and verbal.
• Ability to work independently, prioritize tasks, and manage deadlines.
• Prior experience with client service (a plus, but not required).

Responsibilities

• Prepare and deliver monthly financial statements for clients across industries.
• Reconcile bank and general ledger accounts with accuracy.
• Provide clear communication around bookkeeping, payroll, and financial performance.
• Support the preparation of tax returns for individuals and businesses (training provided).
• Contribute to tax research and stay up-to-date on accounting guidance.
• Collaborate with clients on accounting, tax, and operational questions.
• Play a key role in onboarding new clients and building lasting relationships.
• Bring ideas to improve processes, services, or technology.
• Promote firm services by networking and contributing to firm growth.

Skills

Strong communication

Attention to detail

Independent work

Time management

Client service experience

Education

Bachelor's degree in accounting or related field

Job description

Journey Advisors + CPAS in the United States is seeking an Accounting & Tax Associate who will prepare monthly financial statements, reconcile bank and general ledger accounts, and support tax return preparation for individuals and businesses. This role emphasizes client relationships, problem solving, and learning new processes, with training provided.

The position is full-time and based at our Grand Rapids, MI or Naperville, IL offices.