Client Accounting Services Associate

Cg Tax, Audit & Advisory is looking for a talented and experienced Client Accounting Services Associate to join our Client Accounting Services Group. Cg is a quality of life company. That means - we're focused on the overall well-being and happiness of our team members and ensuring that everyone enjoys a full work/life balance. Cg offers hybrid and remote work models, comprehensive benefits, mentorship and training, flexible hours, wellness initiatives, Summer Fridays, and paid time off.

Candidates for this role will demonstrate the following qualifications and responsibilities:

Qualifications:

3+ years relevant accounting and bookkeeping experience.

Client management experience with ability to service multiple client accounts efficiently and effectively.

Ability to manage journal entries to ledger accounts.

Excellent problem solving, critical thinking, and analytic skills.

Strong verbal and written communication skills.

High degree of accuracy and attention to detail.

Proactive, self-motivated, organized, detail-oriented, and willing to learn from experienced professionals.

Proficiency in QuickBooks and Microsoft Excel.

This position is hybrid; a combination of remote and in-office work. In-office work will be determined by Cg management and/or client needs.

Responsibilities:

Involvement in all aspects of the firm’s client accounting services practice, as well as daily client engagement activities.

Utilize available accounting technology/software to automate the bookkeeping process including online banking, bill pay, and general ledger integration with payroll.

Prepare cash flow statements, trial balances, bank reconciliations, and financial reports.

Perform all activities related to the accounts payable function including reviewing, coding, and processing payments.

Adhere to firm’s quality control policies and procedures.

Develop familiarity with firm’s policies, procedures, forms, and online tools/software.

Participate in training and other educational opportunities.

Perform additional tasks as assigned by firm management, when necessary.

Benefits for Full Time, Non-Exempt Employees

Health Insurance

High Deductible Health Plan

Health Reimbursement Arrangement (HRA)

Coverage begins on the first month after one full month of employment

Life and Long-Term Disability Insurance (at no cost to employee)

Employee Assistance Program (at no cost to employee)

Voluntary Benefit Plans

Dental

Life Insurance and AD&D

Short Term Disability

Vision

Critical Illness

Hospital Indemnity & Accident

Legal

Section 125 (Flex Spending Account)

Accident

Paid Time Off

Holiday Time

Plus one additional floating holiday per year

Tax Day – the firm is closed for a full day the first Friday following April 15th

Summer Fridays

Office closed on Fridays beginning the first Friday in June and ending the Friday of Labor Day weekend

401(k)/Profit Sharing Plan

With auto enrollment upon eligibility and employer match

Team Bonus Plan

Paid subjectively based on billable/total hours, realization, and goals met

New Team Member Referral Bonus

Based on specified requirements included years of professional experience

New Business Referral Bonus

For recurring and non-recurring business based on specified parameters

Reimbursement for Relevant Licenses and Dues

CPA Exam Bonus

Monetary bonus and reimbursement towards expenses upon passing all four parts of the exam

Bonuses also available for additional professional designations

About Cg

For more than 40 years, Cg Tax, Audit & Advisory (“Cg”) has helped clients stay focused on the road ahead™ by maximizing savings, increasing profitability and achieving financial goals. It’s the reason Cg is recognized as a premier accounting firm, and why businesses choose Cg to evaluate and elevate their financial health.

Cg’s experienced professionals take the time to understand your unique business needs, challenges, and objectives. This enables the firm to create a customized solution that meets your accounting, compliance, and tax needs.

Cg offers an extensive selection of services including tax planning, business consulting, valuation, and compliance and auditing in a variety of industries including healthcare, professional services, construction, manufacturing and distribution, nonprofit, and more.