8 years experience in public accounting or related field
5 years supervisory
Active CPA or equivalent certification
Ability to manage all aspects of client engagements
Strong verbal and written communication skills
Proficient in applicable technology
Responsibilities
Act as a Subject Matter Expert within the business unit
Make recommendations on internal procedures
Identify business opportunities for clients and CBIZ
Serve as a trusted advisor, proactively communicating solutions
Manage staff deliverables, ensuring quality control standards
Develop new client relationships and participate in proposal development
Oversee billing and realize on assigned clients
Benefits
Remote work flexibility
Opportunities for training and mentorship
Supportive team environment
Involvement in high-impact client engagements
Professional growth in a reputable firm
Full Job Description
Job Description
#LI-CL1 #LI-Remote
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 (as applicable)
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
Prior experience reviewing Forms 1040, 1041, 706, 709, 990 and complex pass-through entity returns.
Prior experience reviewing alternative investments including private equity and hedge fund K-1's; including knowledge base of Section 1061 attributes and foreign reporting
Experience with family office structures and closely held businesses preferred.
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
