8 years experience in public accounting or related field
5 years supervisory experience
Active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated verbal and written communication skills across all organizational levels
Proficient in relevant technology tools
Willingness to travel as needed
Responsibilities
Oversee and support multiple engagement teams on financial statement audits
Act as a Subject Matter Expert and share knowledge
Recommend improvements on internal procedures
Identify business opportunities for clients and the organization
Proactively communicate solutions to management and the team
Manage staff on deliverables and ensure quality control
Assist in new client development and participate in client presentations
Supervise, train, and mentor staff while fostering effective communication
Conduct performance evaluations to develop trained staff
Promote a positive team environment and support management decisions
Adhere to in-person attendance requirements as outlined by the hybrid model
Benefits
Hybrid work model requiring in-office attendance three days per week
Opportunities for professional development and training
Supportive management culture that encourages teamwork
Mentorship opportunities within the organization
Access to industry-related knowledge sharing and expertise
Full Job Description
Job Description
#LI-CL1 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
Overseeing and supporting multiple engagement teams concurrently to complete financial statement audits of both public and private companies
Regarded as a Subject Matter Expert within business unit and shares knowledge
Make recommendations on internal department procedures
Recognize business opportunities for our clients and for CBIZ
Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
Supervise, train and mentor staff; listen and communicate effectively
Work to develop responsible, trained staff by conducting performance feedback and evaluations
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned
Consistent with the firm's hybrid work model, this position will require in-person attendance at least three days per week, either at a CBIZ office or client site
Preferred Qualifications
Master's degree in Accounting, Taxation or related field
Qualifications
Minimum Qualifications
Bachelor's degree required
8 years experience in public accounting or related field
5 years supervisory
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
