Client Accounting and Advisory Services (CAAS) Consultant - Cbiz

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation’s top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you’ll still be working with the same dedicated team and receiving the same high-quality service you’ve come to rely on.

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

CBIZ is seeking a Consultant in our Client Accounting and Advisory Services Group to join our growing and well-established national firm in our Saddle Brook, NJ office. The Consultant is responsible for handling day-to-day accounting operations and financial management for multiple clients. This role involves managing bookkeeping tasks, preparing financial statements, ensuring compliance with sales and use tax regulations, and performing various reconciliations.

Our growing practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism. We are committed to practicing a work/life balance and offer extremely competitive salary and benefit packages.

Essential Functions and Primary Duties

• Bookkeeping: Manage full-cycle bookkeeping for clients, including accounts payable, accounts receivable, payroll processing, and general ledger entries.
• Client Write-Ups: Prepare and review client write-ups, monthly financial statements, and other management reports.
• Sales & Use Tax Filings: File accurate and timely sales and use tax returns for clients.
• Reconciliations: Perform bank reconciliations, credit card reconciliations, and other balance sheet account reconciliations.
• Software Assistance: Assist clients with setting up, training, and troubleshooting accounting software such as Quickbooks.
• Financial Reports: Provide clients with accurate financial information and reports to assist in business decision-making.
• Compliance: Ensure compliance with accounting policies, procedures, and regulatory requirements.
• Client Communication: Maintain strong relationships with clients through regular communication and exceptional service.
• Additional responsibilities as required
   

Preferred Qualifications

• Bachelor’s degree in Accounting or related field.
• Minimum of 2 years of experience in accounting, preferably in a public accounting firm or similar environment.
• Proficiency in Quickbooks (both Online and Desktop versions), Microsoft Word & Excel.
• Ability to manage multiple clients and projects simultaneously.
• Strong organizational skills and attention to detail.
• Excellent communication skills, both written and verbal.
• General knowledge of accounting principles and practices.
• Ability to work independently and as part of a team.
• Strong problem-solving skills and ability to adapt to changing priorities.

Minimum Qualifications

• High School diploma or GED required
• 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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