Client Advisory Services (CAS) Associate/Staff Accountant

moweryschoenfeldllc; Lincolnshire (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

Mowery & Schoenfeld, LLC seeks a CAS Associate to join its CAS Advisory team in Lincolnshire, IL. The role focuses on client accounting advisory projects, including remediations, new procedures implementations, and U.S. GAAP conversions, with collaboration directly with senior management.

The ideal candidate is CPA eligible with at least one year of accounting experience (internships counted). Bachelor's in accounting required; advanced MS Office skills, especially Word and Excel, are expected.

Qualifications

• Bachelor's degree in accounting required; CPA eligibility preferred.
• At least 1 year of accounting experience; internship counts.
• CPA eligible or CPA candidate required.
• Analytical, organizational, interpersonal, and project management skills.
• Strong written and verbal communication; client service focus.
• Advanced proficiency in Microsoft Office, especially Word and Excel.

Responsibilities

• Client accounting advisory projects including remediations, new procedures, US GAAP conversions.
• Month-end close process.
• Preparation of financial statements.
• Client trainings on new procedures and accounting principles.
• Preparation of financial forecasts and KPI reports.
• Bank statement reconciliation.
• Accounts payable and vendor management.
• Accounts receivable management and cash receipts recording.
• Payroll accounting.
• Retirement contributions processing.
• Maintenance of sub-ledgers for balance sheet accounts.
• Assistance with various business tax filings (1096, 1099, payroll tax, sales tax).
• Assistance on annual audits and transaction projects.

Skills

Client advisory services

Public accounting experience

Analytical skills

Interpersonal skills

Project management

Communication skills

Education

Bachelor's degree in accounting

CPA eligibility

Tools

Microsoft Word

Microsoft Excel

Job description

Mowery & Schoenfeld, LLC is adding a Client Advisory Services (CAS) Associate to our growing CAS Advisory team. Current audit associateswithin public accounting firms are strongly preferred as their experience and client-facing polish align well with this opportunity!

Our diverse client base offers a wide range of experiences and challenges. Continued professional growth and development are supported through exposure to clients of varying size and industries. This role will work directly with senior management and make a meaningful impact on the growth of our clients.

Key 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

Our ideal candidate is a certified public accountant (CPA) or is CPA eligible, with at least 1 year of experience in accounting (Internship experience counts). In addition, the role requires:

• Bachelor's degree in accounting required, advanced degree a plus

• CPA eligibility

• Demonstrated analytical, organizational, interpersonal, project management, time management, written and verbal communication skills

• Demonstrated ability to provide exceptional client service

• Commitment to continuous learning

• Advanced proficiency in Microsoft Office, particularly Word and Excel

Join a Firm That Expects More — and Gives More

We’re building a firm of people who take pride in doing things the right way.

We’re looking for individuals who are:

Intellectually curious – You think critically, ask better questions, and don’t settle for surface-level answers.

Hardworking – You bring determination and follow-through, especially when it matters most.

Personable – You build trust naturally—with clients and teammates alike.

Driven – You care about growth, accountability, and becoming exceptional at your craft.

Client Service Oriented – You understand that responsiveness, quality, and relationships are what define great firms.

What Makes Us Different

We believe our people want:

Meaningful client relationships – not just compliance work

A team of high performers – not passengers

Clear expectations and accountability – not ambiguity

Opportunities to grow into leaders – not static roles

A voice in shaping the firm’s future – not just executing tasks

We’re intentional about building a culture where performance matters, collaboration is real, and people take ownership.

Who Will Thrive Here

You’ll do well here if you:

Take initiative without waiting to be asked

Care about the details and the bigger picture

Communicate clearly and confidently

Are career driven and motivated

Want to be part of a team that pushes each other to be better

Mowery & Schoenfeld, LLC is an accounting and advisory services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain’s Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain’s Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international tax, and business advisory services.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.