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
Proficient in applicable technology
Strong verbal and written communication skills across organizational levels
Responsibilities
Serve as a Subject Matter Expert and share knowledge within the team
Recommend improvements to internal department procedures
Identify business opportunities for clients and the company
Act as a trusted advisor, addressing client issues and proposing solutions
Oversee staff deliverables, ensuring quality standards in financial statements and tax returns
Drive new client development through participation in meetings and proposal creation
Manage billing and realization for assigned clients, explaining variances
Supervise, train, and mentor staff to foster development
Benefits
Hybrid work model
Opportunities for professional development and advancement
Supportive team environment and leadership
Participation in client-focused activities and meetings
Performance feedback and evaluations to enhance staff capabilities
Full Job Description
Job Description
#LI-MC3 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
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
Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
Understand client's Qualified Plan needs
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
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
