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Consultant | Client Accounting Services

Job in Indianapolis, Marion County, Indiana, 46218, USA
Listing for: CBIZ, Inc.
Full Time position
Listed on 2026-06-14
Job specializations:
  • Accounting
    Bookkeeper/ Accounting Clerk, Accounting & Finance, Accounting Assistant, Accounts Receivable/ Collections
  • Finance & Banking
    Bookkeeper/ Accounting Clerk, Accounting & Finance, Accounts Receivable/ Collections
Job Description & How to Apply Below
#LI-AE1 #LI-Hybrid

We are seeking a detail-oriented and motivated Entry-Level Client Accounting professional to join our growing Client Accounting Services (CAS) team. This role provides hands-on experience supporting clients across a variety of industries by assisting with day-to-day accounting operations, financial reporting, and process improvement initiatives. This is an excellent opportunity for recent graduates looking to build a strong foundation in public accounting and outsourced finance.

Essential Functions and Primary Duties

* Assist with maintaining client general ledgers, including journal entries and account reconciliations

* Support monthly, quarterly, and year-end financial close processes

* Prepare bank, credit card, and balance sheet reconciliations

* Assist in preparing financial statements and management reports for clients

* Process accounts payable and accounts receivable transactions

* Support payroll processing and related journal entries (as applicable)

* Maintain organized financial records and documentation in accordance with firm standards

* Collaborate with team members to identify process improvements and efficiencies

* Communicate with internal teams and, as appropriate, clients to gather information and resolve discrepancies

* Additional responsibilities as assigned

Preferred Qualifications

* Bachelor's degree in Accounting or Finance

* 1-3 years of experience in public accounting or bookkeeping

* Basic understanding of accounting principles and financial statements

* Proficiency in Microsoft Excel; familiarity with accounting software (e.g., Quick Books, Net Suite) is a plus

* Ability to manage multiple tasks and deadlines in a fast-paced environment

* Positive attitude, eagerness to learn, and strong work ethic

* Progress toward CPA certification (or intention to pursue)

* Exposure to cloud-based accounting systems and automation tools

Minimum Qualifications

* High School diploma or GED required;
Bachelor's degree preferred

* 3 years of experience in related field

* Achieve professional certifications relative to area of expertise, must have and preserve required licenses Must be able to work in a team environment

* Presentation skills mandatory

* Proficient use of applicable technology

* Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally

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