Client Accounting Associate

New Roots Talent Consulting, LLC; Glenview (IL); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Fridays off in the summer

Firm events and retreats

Health benefits

401K with match

Job summary

New Roots Talent Consulting, LLC is seeking a Client Accounting Associate for a growing CPA firm in the northern suburbs to join a collaborative, people-focused team.

The role involves handling mid- to senior-level accounting tasks, working on reconciliations, closings, payroll, and financial statements, while building strong, ongoing client relationships.

Qualifications

• 3+ years in bookkeeping or accounting, preferably public accounting.
• Proficiency with QuickBooks ProAdvisor and tax software is a plus.
• Strong communication and interpersonal skills are essential.

Responsibilities

• Handle intermediate- to experienced-level accounting functions on client books.
• Follow GAAP and standard accounting procedures.
• Identify client needs and issues using accounting knowledge.
• Gather information to clean up client books (reconciliations, closings, A/P, A/R, payroll, financial statements).
• Collaborate with clients to resolve issues and maintain accurate books.
• Build trust with clients through consistent support and communication.

Skills

Strong communication

Interpersonal skills

Payroll familiarity

Education

Bachelor's degree in accounting or related field

Tools

QuickBooks ProAdvisor

Tax software

Microsoft Office Suite

Job description

Are you ready to elevate your career in accounting? Are you looking for something more than just a workplace – how about a community of passionate professionals that are people focused who thrive on collaboration?

Our client, a growing CPA firm in the northern suburbs, boasts a team of 45+ professionals working with a variety of clients and industries. They are looking to grow their bookkeeping and accounting team with talent that is excited about working with clients and enjoys problem solving.

More on the Client Accounting Associate role:

What you’ll do:

• Play a central role on the client accounting team by performing intermediate- to experienced-level accounting functions.
• Follow general accounting rules, principles, and procedures in day-to-day work.
• Identify client needs and pain points and use accounting knowledge to uncover potential issues.
• Gather information needed to clean up client books, including reconciliations, closings, accounts payable and receivable, payroll, and financial statements.
• Work closely with clients to resolve issues and maintain accurate books on an ongoing basis.
• Build trust and foster strong client partnerships through consistent support and communication.

Why You’ll Love Working With Us:

• Firm rooted in longevity: About to embark on their 60th year in business with employees who have a history of joining the firm and taking growth paths to partner.
• Focus on Growth: Employees supported and are encouraged to continue learning and developing within their careers whether that be taking part in trainings, CPE courses or other opportunities to enhance professional development.
• Benefits: The firm takes pride in offering Fridays off in the summer, a number of firm sponsored events, outings and retreats where significant others are welcome. Heath benefits that are covered by the firm as well as a generous 401K profit sharing and match.
• Collaborative Environment: Enjoy the opportunity to work in a hybrid environment which also has a focus on making the most of time together when in the office. Join a team where most people find the more so enjoy being in-person with colleagues to help enhance the employee work experience.

What We’re Looking For:

• Experience: 3+ years in a bookkeeping or accounting position, preferably in public accounting
• Skills: Strong proficiency QuickBooks (ProAdvisor required to be up to date each year) as well as experience with tax software a plus; Microsoft Office Suite, and strong communication and interpersonal skills. Familiarity or experience handling payroll.
• Client Interaction: Ability to work well and build strong trusted relationships with clients.