8 years experience in public accounting or related field
5 years supervisory experience
Active CPA or equivalent certification
Ability to manage all aspects of client engagements
Strong communication skills at all organizational levels
Proficient in relevant technology
Responsibilities
Serve as Subject Matter Expert and share knowledge with team
Make recommendations to improve internal procedures
Identify and pursue business opportunities for clients and the firm
Act as a trusted advisor, addressing client issues and offering solutions
Oversee staff deliverables including financial statements and tax returns
Drive new client development alongside upper management
Manage client billing and engagement budgets effectively
Supervise and mentor staff to foster professional growth
Benefits
Hybrid work model
Opportunities for professional growth and development
Supportive team environment and positive culture
Participation in client meetings and proposal presentations
Access to ongoing training and performance feedback
Full Job Description
Job Description
#LI-JF1 #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
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 Qualification
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
