8 years experience in public accounting or related field
5 years supervisory experience
Active CPA or equivalent certification required
Strong client engagement management skills
Demonstrated verbal and written communication abilities
Proficient with relevant technology
Willingness to travel for business needs
Responsibilities
Serve as a Subject Matter Expert within the business unit and share expertise
Recommend improvements for internal department procedures
Identify new business opportunities for clients and the company
Act as a trusted advisor to clients, addressing industry trends and conflicts
Manage staff and engagement deliverables, ensuring quality control
Develop new client relationships alongside upper management
Oversee billing and budget for assigned clients, addressing variances
Understand and advise clients on Qualified Plan needs
Supervise and mentor staff, fostering effective communication
Promote a positive team culture and support management decisions
Perform additional assigned responsibilities as necessary
Benefits
Hybrid work environment
Opportunities for professional development
Supportive team culture
Mentorship from experienced leadership
Involvement in significant client interactions
Access to industry resources and tools
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
