Client Advisory Services Associate — CPA-Eligible

Mowery & Schoenfeld, LLC; Lincolnshire (IL); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Mowery & Schoenfeld, LLC is seeking a Client Advisory Services Associate to join our growing CAS Advisory team. The role targets candidates with CPA eligibility and at least 1 year of accounting experience, including internships.

You'll work on client accounting projects, financial statements, and training on new procedures to support client growth. Ideal candidates will have a bachelor’s degree in accounting, advanced Excel skills, and a demonstrated ability to deliver exceptional client

Qualifications

• Bachelor's degree in accounting required.
• CPA eligibility required or CPA-eligible.
• Demonstrated analytical, organizational and communication skills.
• Commitment to exceptional client service and continuous learning.
• Advanced proficiency in Microsoft Office, particularly Word and Excel.

Responsibilities

• Client Accounting advisory projects, including accounting remediations, implementations of new procedures, U.S. GAAP conversions, etc.
• Month-end close process
• Preparation of financial statements
• Client trainings on new procedures and accounting principals
• Preparation of financial forecasts & KPI reports
• Bank statement reconciliation
• Accounts Payable (bill entry, disbursements, manage vendor relationships, etc.)
• Accounts Receivable (invoice creation, cash receipts recording, etc.)
• Payroll accounting
• Retirement contributions processing
• Maintenance of sub-ledgers for all balance sheet accounts
• Accounting support or preparation of various business tax filings (1096, 1099, payroll tax, sales tax, etc.)
• Accounting support on annual audits and transaction projects

Skills

Analytical skills

Organizational skills

Interpersonal skills

Project management

Time management

Written communication

Verbal communication

Client service

Continuous learning

Microsoft Word

Microsoft Excel

Education

Bachelor's degree in accounting

CPA eligibility

Advanced degree a plus

Tools

Microsoft Office Suite

Job description

Mowery & Schoenfeld, LLC is seeking a Client Advisory Services Associate to join our growing CAS Advisory team. The role targets candidates with CPA eligibility and at least 1 year of accounting experience, including internships.

You'll work on client accounting projects, financial statements, and training on new procedures to support client growth. Ideal candidates will have a bachelor’s degree in accounting, advanced Excel skills, and a demonstrated ability to deliver exceptional client