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 54th largest firm in the US, 10th in the Great Lakes region (2024).
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.
What We Value:
Building strong relationships, being responsive, being proactive, and continued learning and mentoring.
Supporting your career growth. We recognize good work and are proud to offer promotions at an accelerated pace compared to the industry average.
What we offer:
Comprehensive benefit package and defined PTO.
Parental leave.
8 hours of volunteer time.
CPA exam incentives.
Tax season meals/allowances.
Opportunities for reduced work schedules.