Accounting Associate

Accounting Associate

Position Description

REPORTS TO:

Senior Accountants

WORK LOCATION

Primarily in-office; remote available with approval

PAY RANGE

$15.00 – $22.00 per hour

EMPLOYMENT TYPE

Hourly, full-time

TAX SEASON HOURS

40 hours/week (as applicable)

OFF-SEASON HOURS

35–40 hours/week (as applicable)

About CB Accounting

CB Accounting is a trusted, forward-thinking accounting firm that provides exceptional financial, tax, and advisory services to individuals, businesses, and nonprofit organizations. With a commitment to accuracy, integrity, and personalized service, we help clients achieve financial clarity and long-term success.

Position Overview

The Accounting Associate is a key support role within CB Accounting, assisting in the preparation of financial statements, tax returns, and bookkeeping services. This role is ideal for a detail-oriented, motivated professional who enjoys working with numbers, is eager to learn, and thrives in a collaborative team environment. Accounting Associates work closely with senior staff to deliver accurate, timely, and high-quality service to clients.

Key Responsibilities

1. Office & Administrative Support

• Manage phone calls, emails, and front-desk reception duties.
• Schedule appointments, meetings, and conference calls.
• Maintain and organize office files, records, and correspondence.
• Prepare and edit documents, reports, and presentations as needed.

2. Accounting & Financial Reporting

• Prepare, review, and analyze financial statements in accordance with GAAP.
• Process accounts payable (AP), accounts receivable (AR), and other accounting transactions.
• Perform bank and credit card reconciliations.
• Execute month-end, quarter-end, and year-end closing processes for clients.
• Process payroll, including regular payroll entries and quarterly payroll reports.
• Ensure accuracy and completeness of general ledger accounts.

3. Tax Preparation & Compliance

• Prepare basic individual and business tax returns under the supervision of senior staff.
• Gather and organize tax documents into Firm 360 in accordance with company policy.
• Input tax returns for senior staff review.
• Attend meetings with senior staff and clients, providing notes as applicable.
• Organize and maintain tax records in compliance with regulations.
• Assist in tax research and gathering necessary client documentation.
• Complete client intake as needed by office location.

4. Client Support

• Communicate with clients to gather necessary financial information and documentation.
• Ensure client files are organized, complete, and up to date.
• Provide prompt, professional responses to client inquiries.

5. Team Collaboration

• Work closely with accountants, managers, and other associates to meet project deadlines.
• Participate in staff meetings, training, and professional development programs.
• Contribute to process improvements for greater efficiency and client satisfaction.

Qualifications & Core Competencies

Qualifications

• 0–3 years of accounting or bookkeeping experience (public accounting experience plus).
• Basic knowledge of GAAP and accounting principles.
• Proficiency in Microsoft Excel; familiarity with accounting software (e.g., QuickBooks) preferred.
• Strong attention to detail, accuracy, and organizational skills.
• Effective communication and interpersonal skills.

Core Competencies

• Willingness to learn and develop valuable accounting skills.
• Accuracy and attention to detail.
• Initiative and problem-solving ability.
• Time management and multitasking skills.
• Client service mindset.

Compensation & Benefits

• Competitive hourly wage: $15–$22/hour.
• Performance-based incentives.
• 4% IRA retirement match.
• PTO and paid holidays (PTO accrue at 0.05 hours per hour worked, up to a maximum of 100 hours per year).
• Health insurance: employer covers 50% of the employee premium; family plan available.
• Dental and vision insurance available (employee responsibility).
• Life insurance: employer paid.
• Professional development support, including CPA exam assistance.
• Career advancement opportunities within the firm.

Production expectation: $60,000 – $100,000 in annual production.

Pay: $15.00 - $22.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Employee discount
• Flexible schedule
• Health insurance
• Retirement plan
• Vision insurance

Work Location: In person

Salary : $15 - $22