8 years of experience in public accounting or related field
6 years of supervisory experience
Active CPA or equivalent certification
Proficient with applicable technology
Strong communication skills, both verbal and written
Demonstrated integrity and client service skills
Willing to travel as needed
Responsibilities
Expand revenue of existing clients
Identify business opportunities for CBIZ and their practice
Manage practice to meet billing and charge hour objectives
Develop new clients and execute a personal marketing plan
Serve as key client contact and trusted advisor
Ensure quality control standards are met
Manage client relationships and staff
Act as Subject Matter Expert for technical issues
Foster a team environment and positive culture
Complete additional assigned responsibilities
Benefits
Hybrid work environment
Participation in the Senior Operations Management Team
Opportunities for professional development and advancement
Supportive corporate culture
Engagement with diverse client portfolios
Full Job Description
Job Description
#LI-KH1 #LI-HYBRID
Responsibilities
Essential Functions and Primary Duties
Expand revenue of existing clients
Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
Serve as key client contact; viewed as a trusted business advisor by clients
Ensure quality control standards are met
May work directly with clients and manage staff
Maybe the internal advisor on technical matters as a Subject Matter Expert
Maybe a member of the Senior Operations Management Team
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned
Preferred Qualifications
Master's degree preferred in Accounting, Taxation or related field preferred
Qualifications
Minimum Qualifications
Bachelor's degree required
8 years of experience in public accounting or related field
6 years of supervisory experience
Must have active CPA or equivalent certification
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proven high level of business integrity, client service and leadership skills
Must be able to travel based on client and business needs
