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Client Accounting and Advisory Services Consultant

Marcum Search
Saddle Brook, NJ Full Time
POSTED ON 2/28/2025
AVAILABLE BEFORE 5/25/2025

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs , a partnership that unites us with one of the nation’s top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you’ll still be working with the same dedicated team and receiving the same high-quality service you’ve come to rely on.CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth.CBIZ is seeking a Consultant in our Client Accounting and Advisory Services Group to join our growing and well-established national firm in our Saddle Brook, NJ office. The Consultant is responsible for handling day-to-day accounting operations and financial management for multiple clients. This role involves managing bookkeeping tasks, preparing financial statements, ensuring compliance with sales and use tax regulations, and performing various reconciliations.Essential Functions and Primary DutiesBookkeeping : Manage full-cycle bookkeeping for clients, including accounts payable, accounts receivable, payroll processing, and general ledger entries.Client Write-Ups : Prepare and review client write-ups, monthly financial statements, and other management reports.Sales & Use Tax Filings : File accurate and timely sales and use tax returns for clients.Reconciliations : Perform bank reconciliations, credit card reconciliations, and other balance sheet account reconciliations.Software Assistance : Assist clients with setting up, training, and troubleshooting accounting software such as Quickbooks.Financial Reports : Provide clients with accurate financial information and reports to assist in business decision-making.Compliance : Ensure compliance with accounting policies, procedures, and regulatory requirements.Client Communication : Maintain strong relationships with clients through regular communication and exceptional service.Additional responsibilities as required.Preferred QualificationsBachelor’s degree in Accounting or related field.Minimum of 2 years of experience in accounting, preferably in a public accounting firm or similar environment.Proficiency in Quickbooks (both Online and Desktop versions), Microsoft Word & Excel.Ability to manage multiple clients and projects simultaneously.Strong organizational skills and attention to detail.Excellent communication skills, both written and verbal.General knowledge of accounting principles and practices.Ability to work independently and as part of a team.Strong problem-solving skills and ability to adapt to changing priorities.Minimum QualificationsHigh School diploma or GED required.3 years of experience in related field.Achieve professional certifications relative to area of expertise, must have and preserve required licenses.Must be able to work in a team environment.Presentation skills mandatory.Proficient use of applicable technology.Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally.Must be able to travel based on client and business needs.For more information about the position, please send an email to Ashley.Malchuk@CBIZ.com with " CAAS Consultant " in the Subject Line, or use the link to apply directly to the role.#J-18808-Ljbffr

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