Overview
This role supports multiple clients with ongoing accounting services on a routine basis. Responsibilities include managing core accounting functions such as accounts receivable, accounts payable, reconciliations, financial reporting, and general ledger management. The position is full-time and offers flexibility, with work primarily focused within the greater Chicago metropolitan area.
Responsibilities
- Support clients with daily transactional accounting tasks.
- Manage accounts receivable, including payment application, recording, and collections to ensure timely receipt per payment terms.
- Perform accounts payable activities, including invoice review, compliance verification, approval coordination, and accurate coding to accounts.
- Conduct bank, loan, credit card, and general ledger reconciliations as requested.
- Assist client accounting teams in balancing the general ledger by preparing trial balances and reconciling entries.
- Support preparation of monthly financial reports, annual legal entity filings, tax filings, and coordinate with auditors as needed.
- Maintain and organize historical financial records, including contracts, vendor agreements, and tax forms.
- Complete timely payroll processing as determined by client requirements.
- Assist with sales tax compliance and preparation of multi-state sales tax filings.
- Perform additional filing and administrative duties as requested by clients.
- Facilitate cash management activities as necessary.
- Build and maintain strong, collaborative relationships with clients and internal teams.
Requirements
- Bachelor’s degree required.
- Minimum of 3+ years of experience working with small to mid-size businesses in bookkeeping or monthly close accounting.
- Strong organizational skills with the ability to manage multiple projects and meet deadlines.
- Excellent interpersonal skills; able to work with diverse personalities in a tactful, mature, and flexible manner.
- Effective verbal and written communication skills with strong relationship management capabilities.
- Adaptability to various industries and accounting systems; preferred proficiency in QuickBooks Online, Desktop, or Enterprise.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Access, Outlook).
- Ability to work independently with occasional supervisory support.
- Willingness to travel to different client sites within the greater Chicago metropolitan area.
Preferred Qualifications
- CPA certification (active or inactive) is a plus.
Compensation & Benefits
- Flexible and remote work schedules.
- Unlimited paid time off (PTO).
- Competitive base salary commensurate with experience.
- Annual bonus and commission opportunities.
- Health, dental, and vision insurance coverage.
- 401(k) plan with matching contributions.
Location
- Greater Chicago metropolitan area. Travel to client sites within the area is required.