Qualifications

• Bachelor's degree required
• 8 years of experience in public accounting or a related field
• 5 years of supervisory experience
• Must have an active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated communication skills at all organizational levels
• Proficient in applicable technology
• Must be able to travel based on business needs

Responsibilities

• Serve as a Subject Matter Expert and share expertise within the business unit
• Recommend improvements to internal department procedures
• Identify and capitalize on business opportunities for clients and CBIZ
• Provide proactive solutions to client issues and conflicts based on industry trends
• Oversee staff deliverables; participate in quality control as part of the final review team
• Develop new clients in partnership with upper management; engage in client meetings and proposal creation
• Assess and understand clients' Qualified Plan needs
• Train and mentor staff while fostering effective communication
• Conduct performance feedback and evaluations to develop a capable team
• Promote a positive culture and support management decisions

Benefits

• Hybrid work environment
• Opportunity to mentor and develop a team
• Engagement in client-facing activities
• Collaborative team atmosphere
• Potential for professional growth and advancement