5 years of experience in public accounting or related field
3 years supervisory experience
Active CPA or equivalent certification
Ability to manage all aspects of client engagements
Strong verbal and written communication skills
Willingness to travel for client and business needs
Responsibilities
Serve as a Subject Matter Expert within the business unit, sharing knowledge
Recommend improvements on internal department procedures
Identify business opportunities for clients and CBIZ
Act as a trusted advisor for clients, communicating industry trends and solutions
Manage staff deliverables, ensuring quality control standards are met
Drive new client development alongside upper management
Oversee billing and client engagement budgets, explaining variances
Supervise, train, and mentor staff to create a trained team environment
Foster a positive culture by supporting management decisions
Take on additional responsibilities as assigned
Benefits
Ability to work in a hybrid setting with office and client location requirements
Opportunities for professional development and mentorship
Involvement in client meetings and proposal development
Engagement with upper management in strategic decision-making
Full Job Description
Job Description
#LI-JO1 #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
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 and 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
Ability to work in the office and/or client location a minimum of 3 days per week
Qualifications
Minimum Qualifications
Bachelor's degree
5 years of experience in public accounting or related field
3 years supervisory experience
Must have active CPA or equivalent certification
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Must be able to travel based on client and business needs
