Client Advisory Services (CAS) Specialist

Hybrid in Skokie, IL

We are a full-service CPA firm with 50 years of excellent client relationships and profitable growth. Our company culture is collaborative and entrepreneurial in its style. Professionals who like effective teamwork as well as making strong individual contributions will enjoy our business.

We specialize in accounting, tax and business consulting services for individuals, small business owners, and entrepreneurs, with expertise in real estate accounting. We provide high quality, customized solutions that support clients’ current financial objectives and achieve future financial goals. Our team of experts in financial, tax, strategic, and analysis disciplines, across a range of industries, offer diverse accounting and business services in Chicago as well as nationwide. We also specialize in providing Client Advisory Services (CAS) that deliver CFO/Controller/bookkeeper outsourced expertise to the growth-oriented small businesses we serve.

With our commitment to consistent profitable growth, we are searching for a strong accountant who can manage all of a business’s accounting needs in our Client Advisory Services (CAS) department. Work experience

and interests align with the following:

· A wide variety of engagements

· Exposure to many types of businesses

· Working directly with partners and the management team

· Direct communication with clients

The knowledge, skills and abilities needed for this position include:

· Comprehensive knowledge of accounting principles, full accounting cycle, A/P, A/R, payroll, financial reporting as well as bank and credit card reconciliations

· Advanced knowledge of QuickBooks software (online and desktop); QB ProAdvisor being an added plus

· Proficient technology skills such as MS Office (Word, Excel, Outlook)

· Exposure to management software and services such as ADP, expensify, Jetpack and other various programs

· Maintain client records in an electronic support system

· Analytical aptitude, conceptual thinking

· Ability to self-manage engagement budgets and task organization

The ideal candidate will have more than 3 years of accounting and bookkeeping experience in a professional organization. A candidate with a desire to work in an environment that offers a good balance of highly professional standards, and a collegial style will be a good fit with our organization.

We offer an attractive compensation package including eligibility for an annual performance bonus. Benefits include paid time off, access to health, vision and dental insurance, short term/long term disability, life insurance, and a 401(k) plan.

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Work Location: Hybrid remote in Skokie, IL 60076