Client Accounting Specialist: QuickBooks & Payroll

Agresta, Storms & O’Leary, PC; Columbus (IN); On-site; USD 52,000 - 72,000; Full time

Job summary

Agresta, Storms & O’Leary is seeking an experienced CAS Staff Accountant to support multiple business clients across various industries. The role focuses on ongoing accounting, general ledger maintenance, reconciliations, and timely financial reporting using QuickBooks Online and related software.

The ideal candidate has 2–3 years of accounting experience, proficiency in QuickBooks Online and payroll processing, strong attention to detail, and the ability to manage deadlines while communicating

Qualifications

• 2–3 years of accounting experience preferred.
• Associate's or bachelor's degree in accounting, finance, or related field preferred; equivalent practical experience will be considered.
• Hands-on QuickBooks Online experience required or strongly preferred.
• Payroll processing experience strongly preferred, including payroll tax filings, reconciliations, and payroll compliance requirements.
• Solid understanding of general ledger accounting, account reconciliations, journal entries, and month-end close procedures.
• Experience with sales tax filings, 1099 reporting, and multi-entity accounting is a plus.
• Proficiency in Microsoft Excel and other common office applications.
• Strong attention to detail and commitment to producing accurate, complete work.
• Excellent organizational skills and the ability to manage multiple client deadlines.
• Professional written and verbal communication skills, including the ability to communicate directly with clients.

Responsibilities

• Manage recurring client accounting using QuickBooks Online and other software.
• Maintain general ledger accounts and record routine transactions, journal entries, and adjusting entries.
• Perform monthly bank, credit card, loan, and other balance sheet account reconciliations.
• Review accounting activity for accuracy, completeness, and unusual transactions.
• Complete month-end and year-end close procedures and maintain supporting schedules and workpapers.
• Assist with internal financial reports for client review and delivery.
• Process payroll and manage related responsibilities, including payroll tax filings and reconciliations.
• Prepare sales tax filings, 1099 forms, and other recurring compliance reports.
• Communicate with clients to obtain missing information and resolve discrepancies.
• Maintain organized electronic workpapers, client documentation, and accounting records.
• Monitor recurring client workflows and deadlines for timely completion.
• Identify accounting issues and research solutions, elevating complex matters as needed.
• Respond to review comments and incorporate feedback into future work.
• Assist with client onboarding, software setup, and process improvements.
• Collaborate with team members to maintain consistent accounting practices.

Skills

General ledger accounting

Multi-client accounting

Attention to detail

Communication skills

Time management

Education

Associate's or Bachelor's degree in accounting/finance

Tools

QuickBooks Online

Excel

Payroll processing software

Job description

Agresta, Storms & O’Leary is seeking an experienced CAS Staff Accountant to support multiple business clients across various industries. The role focuses on ongoing accounting, general ledger maintenance, reconciliations, and timely financial reporting using QuickBooks Online and related software.

The ideal candidate has 2–3 years of accounting experience, proficiency in QuickBooks Online and payroll processing, strong attention to detail, and the ability to manage deadlines while communicating