Senior Manager | Transaction Advisory Services

CBIZ, Inc.

• $100K — $130K *
Atlanta, GA 30349In-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 diverse client engagements
  • Strong verbal and written communication skills at all organizational levels
  • Proficient with relevant technology
  • Willingness to travel as needed

Responsibilities

  • Serve as a Subject Matter Expert within the business unit
  • Make recommendations to improve department procedures
  • Identify and recognize business opportunities for clients and the company
  • Manage staff and ensure quality control on engagement deliverables
  • Drive new client development through collaboration with upper management
  • Understand and address clients' Qualified Plan needs
  • Train, mentor, and provide performance feedback to staff
  • Foster a positive team environment and support management decisions

Benefits

  • Hybrid work model
  • Opportunities for professional development and training
  • Supportive team culture
  • Access to industry knowledge and resources
  • Engagement with upper management and client-facing roles
Full Job Description
Job Description

#LI-PL1 #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

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at CBIZ, Inc.

More Legal & Accounting Jobs

Find similar Senior Manager | Transaction Advisory Services jobs:

NationwideAtlanta, GA