About CB Accounting
CB Accounting is a trusted, forward-thinking accounting firm that provides exceptional financial, tax, and advisory services to individuals, businesses, and nonprofit organizations. With a commitment to accuracy, integrity, and personalized service, we help clients achieve financial clarity and long-term success.
Position Overview
The Accounting Associate is a key support role within CB Accounting, assisting in the preparation of financial statements, tax returns, and bookkeeping services. This role is ideal for a detail-oriented, motivated professional who enjoys working with numbers, is eager to learn, and thrives in a collaborative team environment. Accounting Associates work closely with senior staff to deliver accurate, timely, and high-quality service to clients.
Key Responsibilities
1. Office & Administrative Support
- Manage phone calls, emails, and front desk reception duties.
- Schedule appointments, meetings, and conference calls. • Maintain and organize office files, records, and correspondence.
- Prepare and edit documents, reports, and presentations as needed.
2. Accounting & Financial Reporting
- Prepare, review, and analyze financial statements in accordance with GAAP.
- Process accounts payable (AP), accounts receivable (AR), and other accounting transactions.
- Perform bank and credit card reconciliations.
- Execute month-end, quarter-end, and year-end closing processes for clients.
- Process payroll, including: Regular payroll entries and Quarterly payroll reports
- Ensure accuracy and completeness of general ledger accounts.
3. Tax Preparation & Compliance
- Prepare basic individual and business tax returns under the supervision of senior staff.
- Gather and organize tax documents into Firm 360 in accordance with company policy.
- Input tax returns for senior staff review.
- Attend meetings with senior staff and clients, providing notes as applicable.
- Organize and maintain tax records in compliance with regulations.
- Assist in tax research and gathering necessary client documentation.
- Complete client intake as needed by office location.
4. Client Support
- Communicate with clients to gather necessary financial information and documentation.
- Ensure client files are organized, complete, and up to date.
- Provide prompt, professional responses to client inquiries.
5. Team Collaboration
- Work closely with accountants, managers, and other associates to meet project deadlines.
- Participate in staff meetings, training, and professional development programs.
- Contribute to process improvements for greater efficiency and client satisfaction.
Qualifications
- 0–3 years of accounting or bookkeeping experience (public accounting experience a plus).
- Basic knowledge of GAAP and accounting principles.
- Proficiency in Microsoft Excel; familiarity with accounting software (e.g., QuickBooks) preferred.
- Strong attention to detail, accuracy, and organizational skills.
- Effective communication and interpersonal skills.
Core Competencies
- Willingness to learn and develop valuable accounting skills
- Accuracy and attention to detail
- Initiative and problem-solving ability
- Time management and multitasking skills
- Client service mindset
Compensation & Benefits
- Competitive hourly wage: $15–$22/hour
- Performance-based incentives
- 3% retirement match
- PTO and holidays
- Professional development and CPA exam support
- Career advancement opportunities within the firm
Job Type: Full-time
Pay: $15.00 - $22.00 per hour
Expected hours: 30 – 40 per week
Work Location: In person
