Senior Associate, Client Accounting Services Group (Full-Time) – Deerfield

Apr 19, 2021

Our Business and Accounting Services Group performs a full range of accounting, reporting and general ledger support functions for our clients. We are looking for candidates with strong accounting, leadership, business development and personal relationship skills who are looking to grow in a positive, caring, enjoyable, successful environment.


  • Reviewing clients’ general ledgers on a periodic and annual basis
  • Reconciliation of bank and other balance sheet accounts
  • Analysis of revenue and expense accounts to assure proper account coding
  • Preparation of payroll and sales tax returns, forms 1099, W-2
  • Assistance in QuickBooks setup for startup businesses
  • Assisting new businesses with local and federal registration requirements
  • Original general ledger entries and check preparation for high net worth clients including basic banking functions
  • Analyze opportunities for additional client accounting, tax and consulting services
  • Supervising associate level staff
  • Training client personnel in general accounting functions
  • Actively participate in the growth of our CAS practice


  • Experience doing similar work for a CPA firm or in industry
  • Extensive experience with QuickBooks Online and Desktop versions
  • Experience with QB 3rd party apps and consulting services related to QB or other accounting systems
  • Proficient with Microsoft Excel and Word and Adobe Acrobat
  • Excellent written and oral communications skills
  • Enthusiastic, self-motivated, and client service oriented
  • Passion for helping clients and making sure their accounting systems are producing accurate information to help management run their businesses
  • Ability to travel to clients in the Greater Chicago area (modified during COVID period)
  • We generally work six days a week from January through March

We have a great work environment. We care about our people, our clients, and our community. We want you to be successful professionally while having the time and opportunity to be successful away from the office too. If you’re ready for the next step in your career, we encourage you to apply online using the link below.

Apply Now