Outsourced Accounting Senior Manager

CBIZ

• $108K — $130K *
Providence, RI 02902In-Person
Legal & Accounting
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 5 years of supervisory experience
  • Ability to manage all aspects of client engagements
  • Strong verbal and written communication skills across all organizational levels
  • Proficient in applicable technology
  • Availability to travel based on business needs

Responsibilities

  • Serve as a Subject Matter Expert within the business unit
  • Recommend improvements on internal department procedures
  • Identify and leverage business opportunities for clients and the firm
  • Proactively communicate solutions to client issues and industry trends to management and staff
  • Manage engagement deliverables and maintain quality control through review processes
  • Develop new client relationships alongside upper management
  • Understand and address clients' Qualified Plan needs
  • Train, mentor, and supervise staff while fostering effective communication
  • Facilitate a positive team environment and support management decisions

Benefits

  • Hybrid work flexibility
  • Opportunities for professional development and training
  • Collaborative team culture
  • Performance feedback and evaluation processes
  • Access to industry trends and ongoing learning opportunities
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
  • 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
  • Active CPA or equivalent certification


Qualifications

Minimum Qualifications
  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 5 years supervisory
  • 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
  • Availability to travel based on business needs


* Ladders Estimates

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