Senior Accounting Assistant

Plante Moran

Cleveland (OH)

On-site

USD 60,000 - 105,060

Full time

14 days+

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Job summary

A leading firm seeks a Senior Accounting Assistant to support financial reporting and client engagement in Cleveland, OH. This role involves data management, report preparation, and client correspondence within a collaborative environment. Candidates with strong communication and organizational skills will thrive in a culture prioritizing professional growth.

Qualifications

Minimum of an Associate degree in accounting or business-related field.
Strong technology-based skillset in Microsoft applications.
Ability to work independently in a non-routine environment.

Responsibilities

Assist in the preparation of Excel schedules and benchmarking reports.
Organize and maintain a list of clients and correspondence in CRM system.
Prepare proposals, engagement letters, and marketing materials.

Skills

Attention to detail

Communication skills

Technology-based skills in Microsoft applications

Data entry skills

Education

Associate degree in accounting or business-related field

Job description

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Join to apply for the Senior Accounting Assistant role at Plante Moran

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your Work Will Include, But Not Be Limited To

Assist in the preparation of Excel schedules; including input of specific data points
Develop and/or maintain Excel-based benchmarking reports
Create and/or review reports for final presentations including graphics
Generate system reports and assist staff in preparing deliverable packages for clients
Organize and maintain a list of clients, tracking tools, and correspondence in CRM system
Assist in the preparation of proposals and engagement letters to clients
Research on industry trends and maintain benchmark data for the senior living industry
Assist in the preparation of marketing materials including industry presentations, white papers, etc.
Monitor and create invoices for senior living consulting practice area
Other duties as assigned

The Qualifications.

Minimum of an Associate degree in accounting or business-related field
Strong technology-based skillset in Microsoft applications
Ability to work independently in a non-routine environment
Attention to detail and sense of urgency
Demonstrated ability to manage multiple projects at the same time effectively
Superior oral and written communication skills and a focus on client service, together with the ability to exercise independent judgment, and initiative while maintaining high confidentiality
Superior data entry and alpha/numeric skills
Qualified individuals must either reside in Northeast Ohio or be willing to relocate to the area for this opportunity

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

For Colorado & Illinois Applicants

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review theposition location for theapplicable geographic location.

Under Colorado’s Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Colorado hourly rate range is as follows: $28.06 to $42.09

Illinois hourly rate range is as follows: $28.06 to $42.09

Seniority level