Audit Senior Manager | SEC

CBIZ

• $110K — $130K *
Conshohocken, PA 19428In-Person
Legal & Accounting
8 - 10 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 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
  • Strong communication skills, both verbal and written
  • Proficient use of applicable technology
  • Willingness to travel as needed

Responsibilities

  • Serve as a Subject Matter Expert within the business unit and share expertise
  • Recommend improvements on internal procedures
  • Identify business opportunities for clients and the company
  • Proactively address client issues and propose solutions
  • Manage staff to ensure high-quality engagement deliverables
  • Develop new client relationships in collaboration with management
  • Understand and address clients' Qualified Plan needs
  • Supervise and mentor staff, providing feedback and evaluations
  • Foster a supportive team environment and positive culture
  • Perform additional assigned responsibilities as needed

Benefits

  • Hybrid work environment
  • Opportunities for professional development
  • Collaborative team culture
  • Engagement with leadership in client meetings
  • Support for ongoing education and certifications
Full Job Description
Job Description

#LI-BL1 #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
  • 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
  • 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
  • Proficient use of applicable technology
  • Must be able to travel based on business needs


* Ladders Estimates

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