Plante Moran · 1 week ago
Senior Accounting Assistant
Cleveland, OH
Full-time
Onsite
Mid Level
$28.06/hr - $42.09/hrPlante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services. They are seeking a Senior Accounting Assistant who will assist in various accounting tasks, including preparing reports, maintaining client correspondence, and supporting the senior living consulting practice.
AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management
No H1B
Responsibilities
Assist in the preparation of Excel schedules; including input of specific data points
Develop and/or maintain Excel-based benchmarking reports
Create and/or review reports for final presentations including graphics
Generate system reports and assist staff in preparing deliverable packages for clients
Organize and maintain a list of clients, tracking tools, and correspondence in CRM system
Assist in the preparation of proposals and engagement letters to clients
Research on industry trends and maintain benchmark data for the senior living industry
Assist in the preparation of marketing materials including industry presentations, white papers, etc
Monitor and create invoices for senior living consulting practice area
Other duties as assigned
Qualification
Required
Minimum of an Associate degree in accounting or business-related field
Strong technology-based skillset in Microsoft applications
Ability to work independently in a non-routine environment
Attention to detail and sense of urgency
Demonstrated ability to manage multiple projects at the same time effectively
Superior oral and written communication skills and a focus on client service, together with the ability to exercise independent judgment, and initiative while maintaining high confidentiality
Superior data entry and alpha/numeric skills
Qualified individuals must either reside in Northeast Ohio or be willing to relocate to the area for this opportunity
Benefits
Health, dental, vision, disability and life insurance
Flexible Time Off
401(k) plan
Flexible benefits plans
Business-related travel expense, lodging and meal reimbursement for business-related use
Pension plan
Discretionary bonus plan
Company
Plante Moran
Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services.
Founded in 1924
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Gordon Krater
Retired Partner
S
Steve Schenbeck
Partner
Recent News
2025-10-21
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