Senior Manager | Transaction Advisory Services

CBIZ, Inc.

• $100K — $130K *
Nashville, TN 37203In-Person
Business Services
8 - 10 years of experience
Today
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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
  • Strong client engagement management skills
  • Proficient in technology related to accounting
  • Willingness to travel as needed

Responsibilities

  • Serve as a Subject Matter Expert and share knowledge within the business unit
  • Recommend improvements to internal department procedures
  • Identify and recognize business opportunities for clients and CBIZ
  • Proactively communicate solutions regarding client issues to management and team
  • Oversee engagement deliverables and perform quality control reviews
  • Play a role in new client development alongside upper management
  • Understand and address clients’ Qualified Plan needs
  • Supervise, train, and mentor staff to enhance team capabilities
  • Facilitate performance feedback and evaluations for staff development
  • Promote a positive team culture and support management decisions

Benefits

  • Hybrid work environment
  • Opportunities for professional development and training
  • Supportive team culture
  • Engagement with upper management and client interaction
  • Involvement in meaningful projects and business strategy
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

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