Flexibility – Support – Opportunity – Collaboration
Over 100 years of superior client service and pure organic growth - without a single merger!
QBO Specialist / Client Accounting Services Manager
Highlights:
- Crain’s Chicago 11th largest firm (2023), Accounting Today’s 55th largest firm in the US, 10th in the Great Lakes region (2023).
- Come have a voice in the department and in your career!
- Large Firm Opportunities, Small Firm Culture.
- Receive mentorship and support from partners and opportunities for career advancement.
- Flexible, hybrid work environment with offices in Chicago, Deerfield, and Downers Grove.
How You Will Contribute:
- You will help lead the QuickBooks Desktop (QBD) & QuickBooks Online (QBO) support team for the 50 person CAS team and our clients.
- QuickBooks support includes:
- QBO conversions
- QBD & QBO troubleshooting for clients and CAS team members.
- Supporting the 3rd party apps that are a part of our tech stack.
- Assist with other QBD & QBO projects as needed.
- You will also work with clients to perform accounting and advisory services, including bank and general ledger reconciliations, journal entries, compile financial statements, create/maintain financial projections, etc.
- Prepare schedules needed for external auditors and tax return preparers.
- Assist with researching, implementing, training on new accounting software.
About YOU (Qualifications)!
- Bachelor’s degree in accounting.
- Must be CPA eligible (CPA is required for manager level candidates).
- 6+ years of QBD & QBO experience including use of payroll, 3rd party apps, job costing and foreign currency.
- Must be QBD & QBO certified and have experience with QB pro advanced.
- Experience with Avalara, Bill, Qvinci, Expensify and Jirav a plus.