8 years experience in public accounting or related field
5 years supervisory experience
Active CPA or equivalent certification
Strong client engagement management skills
Ability to prioritize and manage multiple assignments
Exceptional verbal and written communication skills
Proficient in applicable technology
Willingness to travel based on business needs
Responsibilities
Serve as a Subject Matter Expert in the business unit and share industry knowledge
Recommend improvements to internal department procedures
Identify business opportunities for clients and the company
Act as a trusted advisor to clients, addressing issues and offering solutions
Manage staff deliverables and ensure quality control standards are met
Collaborate with upper management on new client development
Oversee billing and realization for assigned clients, including budgeting
Supervise, mentor, and train staff while cultivating a team environment
Conduct performance feedback and evaluations for staff
Support management decisions and foster a positive workplace culture
Benefits
#LI-Hybrid work flexibility
Opportunities for professional development and training
Supportive team environment
Mentorship and performance feedback
Client-facing experience and responsibility
Full Job Description
Job Description
#LI-Hybrid #LI-JF1
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
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
