Minimum 5 years experience in public accounting or related field
At least 3 years of supervisory experience
Active CPA or equivalent certification required
Proven client engagement management skills
Strong verbal and written communication skills
Willingness to travel as needed
Responsibilities
Act as a Subject Matter Expert and share knowledge within the business unit
Recommend improvements to internal department procedures
Identify business opportunities for clients and the company
Serve as a trusted advisor to clients, providing insights on industry trends and solutions
Oversee staff on engagement deliverables ensuring quality control
Develop new client relationships in collaboration with management
Manage billing and overall budget for assigned clients
Supervise and mentor team members, providing performance feedback
Foster a positive team environment and support management decisions
Benefits
Hybrid work flexibility with at least 3 days in the office or client locations
Opportunities for professional development and performance evaluations
Involvement in client meetings and proposal developments
Collaborative team environment fostering support and positivity
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
