Client Accounting Specialist – Small CPA Firm

Permanent Part-Time | 25–30 Hours per Week | W-2 Employee | Remote | $25–$30 per hour, depending on experience

About the Position

SMG Accounting & Tax Advisors is a growing CPA firm seeking an experienced Client Accounting Specialist to join our team in a permanent, part-time position of approximately 25–30 hours per week.

This is a W-2 employee position, not a contract or freelance bookkeeping opportunity.

We are looking for someone who wants to become a long-term member of a small CPA firm, develop relationships with our clients, and take meaningful ownership of recurring accounting work.

This is also not simply a data-entry or bookkeeping position. The right person will understand accounting, enjoy getting financial records right, and be able to look beyond individual transactions to determine whether a client’s overall financial statements make sense.

What You’ll Do

You will work directly with the firm’s CPA/owner and assist with the accounting needs of a portfolio of small and mid-sized business clients.

Responsibilities will include:

Maintain client accounting records in QuickBooks Online
Perform bank and credit card reconciliations
Review and properly categorize transactions
Reconcile payroll reports to the general ledger and payroll liabilities
Reconcile balance sheet accounts and investigate discrepancies
Prepare and post month-end adjusting journal entries
Review accounts receivable and accounts payable activity
Maintain supporting accounting schedules and workpapers
Prepare accurate monthly financial statements
Review financial statements for unusual balances, trends, or inconsistencies
Assist with QuickBooks cleanup and catch-up projects
Assist with month-end and year-end close
Communicate with clients to obtain information and resolve accounting questions
Identify accounting issues that should be brought to the CPA’s attention

This position will initially focus primarily on QuickBooks Online, monthly accounting, reconciliations, and financial reporting rather than income tax preparation.

Who We’re Looking For

The ideal candidate is an experienced accountant or senior-level bookkeeper who is comfortable taking a client’s books from transaction-level accounting through reconciled, accurate monthly financial statements.

Experience working with multiple clients simultaneously in a CPA firm, accounting firm, or professional bookkeeping environment is particularly valuable.

The right person will:

Have strong QuickBooks Online experience
Understand accounting beyond simply categorizing bank-feed transactions
Be comfortable reconciling bank, credit card, payroll, and other balance sheet accounts
Understand adjusting journal entries and the month-end close process
Recognize when something on a client’s financial statements doesn’t make sense
Have excellent attention to detail
Be organized and dependable with recurring monthly deadlines
Communicate professionally and comfortably with clients
Be comfortable working independently while also asking questions when appropriate
Place a high value on confidentiality and professional integrity
Take pride in producing accurate, complete work
Want a stable, long-term position with a small professional firm

CPA firm or other multi-client accounting experience is strongly preferred.

An accounting degree is preferred but not required for a candidate with significant relevant experience.

Schedule & Compensation

Approximately 25–30 hours per week
Permanent, year-round position
W-2 employment
Remote work
Flexible scheduling within agreed-upon parameters
$25–$30 per hour, depending on experience
Opportunity for increased responsibility and compensation as the position develops

We believe this position could be particularly attractive to an experienced accounting professional who wants meaningful, challenging work and a stable professional role without the schedule demands of a traditional full-time accounting position.

About SMG Accounting & Tax Advisors

SMG Accounting & Tax Advisors is an Indianapolis-based CPA firm serving small businesses and individuals locally and nationwide.

Our services include monthly bookkeeping and accounting, tax preparation and planning, payroll administration support, financial statement cleanup, and fractional CFO/advisory services.

We intentionally maintain close relationships with our clients and focus on clarity, compliance, confidence, responsiveness, and long-term relationships.

Our goal is not simply to process transactions. We want our clients to have accurate financial information they can rely on to understand their businesses and make better decisions.

Learn more about our firm at smgcpafirm.com.

Application Instructions

In addition to your résumé, please include a brief cover letter introducing yourself and explaining what interested you specifically about SMG Accounting & Tax Advisors and this Client Accounting Specialist position.

We’re not looking for a lengthy or overly formal letter. We’d simply like to learn a little about you, how you communicate, and why you believe this could be a good long-term fit.

Pay: $25.00 - $30.00 per hour

Benefits:

Work from home

Work Location: Remote

Job description