Full Charge Bookkeeper - Business Services Representative

Join CSI Group – A Thriving Career Awaits You!

CSI Group is a leading financial services firm transforming how America’s middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity.

Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America’s middle class.

Our vision is to become the most trusted financial partner on every main street in America. Through our one‑stop approach, we make expert financial guidance accessible and affordable for all—because everyone deserves confidence in their financial future.

At CSI Group, we live by our CAPTAG values:
Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

These values aren’t just words, they shape how we work, how we serve, and how we grow together.

Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.

The Business Services Representative oversees the company’s financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries and reconciliations. The Business Services Representative performs daily accounting tasks such as monthly financial reporting, general ledger entries, and record payments and adjustments.

• Maintain records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance.
• Develop system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures.
• Maintain subsidiary accounts by verifying, allocating, and posting transactions.
• Balance subsidiary accounts by reconciling entries.
• Maintain general ledger by transferring subsidiary account summaries.
• Balance general ledger by preparing a trial balance; reconciling entries.
• Maintain historical records by filing documents.
• Prepare financial reports by collecting, analyzing, and summarizing account information and trends.
• Comply with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions.
• Contribute to team effort by accomplishing related results as needed.

• Bachelor’s degree in accounting, finance, or related field
• CPA is a plus
• Previous bookkeeping experience preferred
• Experience in working with multiple legal entities under different legal umbrellas
• Excellent knowledge of MS Office Word and Excel.
• Strong interpersonal and communication skills.
• Ability to concentrate for lengthy periods and perform accurately with adequate speed.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their manager.