Accounting Services Specialist

Company Overview:

Weiss & Company LLP is a full-service CPA firm serving small to mid-sized businesses as well as individuals and families. Our firm offers a full range of accounting services including tax, audit, advisory, and specialized services tailored to specific client needs. Recognized as an Illinois “Best Places to Work” for the past 10 years, we’ve been committed to shaping the workplace around our people – their personal as well as professional needs. If you are passionate about growing your career, join our team!

Job Overview:

The Senior Client Accounting Services (CAS) Accountant is responsible for managing accounting and advisory services for a portfolio of business clients across a variety of industries. This role serves as a trusted advisor to clients by providing accurate financial reporting, overseeing day-to-day accounting functions, and delivering insights that help clients make informed business decisions.

The ideal candidate will have approximately five years of accounting experience, including public accounting experience, and possess strong technical accounting knowledge, client relationship skills, and the ability to manage multiple engagements simultaneously.

Primary Responsibilities:

Client Accounting & Advisory Services

• Manage monthly, quarterly, and annual accounting engagements for multiple clients
• Prepare and review journal entries, account reconciliations, and adjusting entries
• Maintain client general ledgers and ensure accuracy of financial data
• Prepare monthly and year-end financial statements, including balance sheets, income statements, and cash flow reports
• Assist clients with budgeting, forecasting, and cash flow management
• Analyze financial results and provide recommendations to improve profitability and operational efficiency

Client Relationship Management

• Serve as the primary accounting contact for assigned clients
• Develop and maintain strong client relationships through proactive communication and responsiveness
• Present financial information and explain accounting results to business owners and management teams
• Identify opportunities for additional advisory and firm services

Accounting Technology & Process Improvement

• Utilize and support accounting software platforms
• Assist clients with accounting system setup, conversions, and process improvements
• Recommend technology solutions to improve efficiency and internal controls
• Support automation and workflow improvements within the CAS practice

Payroll, Sales Tax & Compliance Support

• Review payroll reports and related filings as needed
• Assist clients with sales tax reporting and compliance requirements
• Coordinate year-end reporting and support tax return preparation processes
• Work closely with the firm's tax and audit departments to ensure seamless client service

Qualifications:

• Bachelor’s degree in Accounting
• 5 years of accounting experience, public accounting experience a plus

Additional Skills:

• Proficiency in QuickBooks and MS Office
• Strong knowledge of overall financial and internal controls to support a GAAP compliant environment.
• Strong communication skills (verbal and written)
• Solid organizational skills with the ability to multi-task in a demanding, deadline driven environment
• Ability to manage multiple client engagements and prioritize work

What We Offer:

• Competitive compensation and performance-based bonuses
• Medical, dental, and vision insurance
• Retirement plan with employer contribution
• Paid time off and paid holidays
• Collaborative and supportive firm culture

Equal Opportunity Employer:

Weiss & Company LLP is an equal opportunity employer and values diversity in the workplace. We encourage candidates of all backgrounds to apply.