Client Accounting Specialist — QuickBooks & Payroll

Agresta, Storms & O'Leary PC; Seymour (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

Agresta, Storms & O’Leary PC is seeking an experienced CAS Staff Accountant to join our Client Accounting Services team. This role provides ongoing accounting support to diverse business clients across multiple industries and requires 2–3 years of accounting experience, a solid understanding of general ledger accounting, and hands-on experience with QuickBooks Online and payroll processing.

This is an excellent opportunity for an accounting professional who enjoys working with multiple clients,

Qualifications

• Two to three years of accounting experience preferred.
• Associate’s or bachelor’s degree in accounting, finance, or related field preferred; equivalent practical experience considered.
• Hands-on QuickBooks Online experience required or strongly preferred.
• Payroll processing experience strongly preferred, including payroll tax filings, reconciliations, and payroll compliance requirements.

Responsibilities

• Manage recurring accounting responsibilities for assigned clients using QuickBooks Online and other accounting software.
• Maintain general ledger accounts and record routine accounting transactions, journal entries, and adjusting entries as needed.
• Perform monthly bank, credit card, loan, and other balance sheet account reconciliations.
• Review accounting activity for accuracy, completeness, and unusual or inconsistent transactions.
• Complete month-end and year-end closing procedures and maintain supporting schedules and workpapers.
• Assist with the preparation of internal financial reports for review and delivery to clients.
• Process payroll and manage related responsibilities, including payroll tax filings, quarterly and annual reporting, payroll reconciliations, and payroll-related notices as applicable.
• Prepare sales tax filings, 1099 forms, and other recurring compliance-related reports as assigned.
• Communicate with clients to obtain missing information, resolve routine questions, and address discrepancies.
• Maintain organized electronic workpapers, client documentation, and accounting records.
• Monitor recurring client workflows and deadlines to ensure timely and accurate completion of assigned work.
• Identify accounting issues, research potential solutions, and promptly elevate unusual or complex matters to the appropriate team member.
• Respond to review comments, make necessary corrections, and incorporate feedback into future work.
• Assist with client onboarding, accounting software setup, and process improvements as needed.
• Collaborate with team members to maintain consistent accounting practices and quality standards.

Skills

Detail-oriented

Client communication

Time management

Education

Associate or Bachelor’s degree in accounting/finance

Tools

QuickBooks Online

Microsoft Excel

Job description

Agresta, Storms & O’Leary PC is seeking an experienced CAS Staff Accountant to join our Client Accounting Services team. This role provides ongoing accounting support to diverse business clients across multiple industries and requires 2–3 years of accounting experience, a solid understanding of general ledger accounting, and hands-on experience with QuickBooks Online and payroll processing.

This is an excellent opportunity for an accounting professional who enjoys working with multiple clients,