We have an opening for an Accountant - Client Accounting & Advisory Services in our Westchester, IL office.

Position Overview

In this position, you will join our dynamic and growing Client Accounting & Advisory Services (CAAS) team. You will work with a variety of clients providing monthly, quarterly and/or annual bookkeeping functions, as well as other outsourced accounting and advisory services.

We value our employees and offer a hybrid work environment to ensure a healthy work/life balance. Accountants will have the opportunity to work from Client offices, Legacy offices and remotely as scheduling allows.

We are a Chicagoland-based CPA firm with offices in Chicago & Westchester, IL, Schererville, IN and Edina, MN. Our firm specializes in audit, accounting and tax services to employee benefit plans, labor organizations, not-for-profit organizations, commercial and governmental entities. Legacy Professionals provides exciting opportunities for its employees to grow and advance. We strongly believe in promoting from within and look for people who possess the desire to build a successful and rewarding career.

Primary Responsibilities

• Client bookkeeping services:
  • Record periodic transactions to include receipts and disbursements, including management of receivables and payables
  • Reconcile and analyze accounts
  • Prepare periodic financial reports
  • Maintain chart of accounts
  • Execute journal entries
• Payroll tax return preparation: federal, state, unemployment including annual W2s and 1099s
• Periodic payroll processing to include employee deduction setups and direct deposit
• Other Services
  • Audit: coordinate with internal/external auditors for year-end audit
  • Year-End: Record additional accruals/receivables as required for year-end
  • Budget: Support in the development and analysis of annual organizational budget, and develop related custom reports
• Client support for QuickBooks software
• Perform other duties as assigned

Qualifications

• Minimum of an Associate Degree in Accounting/Business Administration or equivalent experience is required
• A minimum of two years experience with QuickBooks bookkeeping software is required, with some familiarity with QuickBooks Online preferred
• Payroll processing and payroll tax return preparation experience is required
• Demonstrate strong time management skills
• Two years of hands-on experience with Word and Excel is preferred
• Excellent verbal and written communication and interpersonal skills are required
• Ability to travel to clients offices around Chicago-land and Northwest Indiana

Benefits

• Competitive benefits package (including vacation, sick leave, holidays, medical, dental, vision, 401(k), long/short-term disability, life insurance and a flexible spending account program)
• Dress for your day attire (jeans in the office and professional attire at clients)
• Paid time off and holiday time
• Employee referral bonus
• Fun firm sponsored social events