Outsourced Accounting Senior Associate

CBIZ; Boston (MA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

CBIZ is seeking a detail-oriented accounting professional to oversee month-end and year-end close processes for multiple clients. You will manage audit schedules, prepare financial statements, and coordinate with external auditors to ensure timely, accurate reporting.

You will also prepare 990s and 1099s, review reconciliations, and lead a team of staff accountants. Strong analytical, communication, and accounting research skills are required, along with a willingness to travel as needed.

Qualifications

• Bachelor's degree in accounting or related field required.
• CPA or equivalent certification preferred or required.
• Strong analytical and communication skills essential.
• Proficiency in accounting research and technology tools required.
• Experience with audits, tax forms, and grant reporting is a plus.

Responsibilities

• Oversee month-end and year-end close processes including audit schedules and financial statements.
• Inform engagement partner on progress, issues, and team status.
• Prepare monthly financial statements (balance sheet, statement of activities, functional expenses) and variance analysis.
• Review reconciliations and month-end closing entries (payroll, fringe, allocations, grants).
• Lead engagement team and coordinate with external auditors.
• Prepare client Form 990s and year-end 1099s.
• Develop and enforce internal controls and policies for clients.
• Train and mentor staff accountants and review monthly work.

Skills

Analytical skills

Verbal/written communication

Accounting research

Auditing

Team leadership

Education

Bachelor's degree in accounting or related field

CPA or equivalent certification

Tools

Accounting software

Job description

Essential Functions and Primary Duties

Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements.

Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs.

Knowledgeable on complex accounting issues and treatment, proficient in accounting research.

Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances.

Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations.

Maintain deep understanding of the accounting operations within each assigned client.

Proficient knowledge of the clients accounting software packages.

Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client.

Lead the engagement team in preparation for clients audits as the main contact with external auditors.

Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s.

Recommend, design, and implement any necessary policy controls and procedures.

Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters.

Train, coach and mentor staff accountants.

Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion.

Assist in growth, development and training of staff.

Minimum Qualifications

Bachelor's degree in relevant field.

3 years of relevant work experience.

Achieve professional certifications relative to area of expertise, must have and preserve required licenses.

Must possess analytical skills.

Proficient use of applicable technology.

Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.

Must be able to travel based on client and business needs.

#LI-MC3 #LI-Hybrid

ABOUT US

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.