CDH CPA, PLLC
Business Advisory Services Staff Accountant
CDH CPA, PLLC, Itasca, Illinois, United States, 60143
The staff accountant is responsible for preparing and compiling financial statements for our external clients, along with helping our clients with other accounting functions that their business might need.
Professional Responsibilities
Works with financial statements, general ledger maintenance and bank reconciliations
Assist with the compilation of balance sheets and income statements
Create and maintain client financial transactions records
Compile financial reports for client management, such as cash revenue and expenditure analysis, accounts payable and receivable
Assists clients with month-end closings
Maintains cash, accounts receivable and accounts payable
Maintains inventory ledgers and other full-scare bookkeeping responsibilities
Checks figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
Complies with federal, state, and company policies, procedures, and regulations
Performs financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal
Possesses knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
Understands the implications of new information for both current and future problem-solving and decision-making
Ability to determine how a client’s system should work and how changes in conditions, operations, and the environment will affect outcomes
Develops relationships with clients to help ensure the information flow from the client to the team is efficient
Frequently works with Microsoft Excel, Word, Outlook, ProFx, QuickBooks, Sage 50, Sage Intact and Bill.com
Personal Responsibilities
Pass the CPA exam
Develop excellent oral and written communication skills, while also creating specific goals and plans to prioritize, organize, and accomplish work
Develop constructive and cooperative working relationships and maintain them over time
Attend professional development and training sessions on a regular basis
Maintain and expand knowledge base in area of expertise
Take proactive career steps through mentoring program
Participate in recruiting efforts as needed
Represent the Firm in a manner consistent with our values and Five Star philosophy
Maintain and continue to develop Excel skills
Develop ability to receive and provide constructive feedback
Qualifications
Bachelor’s Degree in accounting
Current CPA license a plus
1+ years of public accounting experience or 3+ years of industry experience
Accounting software experience a plus
Federal and state tax knowledge a plus
Ability and willingness to travel to clients occasionally within the Firm’s market area
We are an equal opportunity employer. EEO/AA/D/V/F
Professional Responsibilities
Works with financial statements, general ledger maintenance and bank reconciliations
Assist with the compilation of balance sheets and income statements
Create and maintain client financial transactions records
Compile financial reports for client management, such as cash revenue and expenditure analysis, accounts payable and receivable
Assists clients with month-end closings
Maintains cash, accounts receivable and accounts payable
Maintains inventory ledgers and other full-scare bookkeeping responsibilities
Checks figures, postings, and documents for correct entry, mathematical accuracy, and proper codes
Complies with federal, state, and company policies, procedures, and regulations
Performs financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal
Possesses knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
Understands the implications of new information for both current and future problem-solving and decision-making
Ability to determine how a client’s system should work and how changes in conditions, operations, and the environment will affect outcomes
Develops relationships with clients to help ensure the information flow from the client to the team is efficient
Frequently works with Microsoft Excel, Word, Outlook, ProFx, QuickBooks, Sage 50, Sage Intact and Bill.com
Personal Responsibilities
Pass the CPA exam
Develop excellent oral and written communication skills, while also creating specific goals and plans to prioritize, organize, and accomplish work
Develop constructive and cooperative working relationships and maintain them over time
Attend professional development and training sessions on a regular basis
Maintain and expand knowledge base in area of expertise
Take proactive career steps through mentoring program
Participate in recruiting efforts as needed
Represent the Firm in a manner consistent with our values and Five Star philosophy
Maintain and continue to develop Excel skills
Develop ability to receive and provide constructive feedback
Qualifications
Bachelor’s Degree in accounting
Current CPA license a plus
1+ years of public accounting experience or 3+ years of industry experience
Accounting software experience a plus
Federal and state tax knowledge a plus
Ability and willingness to travel to clients occasionally within the Firm’s market area
We are an equal opportunity employer. EEO/AA/D/V/F