Qualifications

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years of supervisory experience
• Active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Strong time management and prioritization skills
• Excellent verbal and written communication skills across all organizational levels
• Proficient in applicable technology tools
• Willingness to travel based on business needs

Responsibilities

• Manage complex tax engagements and advise clients on tax planning and compliance
• Serve as a Subject Matter Expert and share knowledge within the business unit
• Recommend improvements for internal department procedures
• Identify and pursue business opportunities for clients and CBIZ
• Act as a trusted advisor, proactively offering solutions to client issues
• Oversee staff deliverables and ensure quality control standards are met
• Drive new client development in collaboration with upper management
• Handle billing and realization for assigned clients and manage budgets
• Understand clients' Qualified Plan needs as applicable
• Supervise and mentor staff, providing performance feedback
• Foster a team environment and promote a positive workplace culture
• Take on additional responsibilities as needed

Benefits

• Hybrid work model
• Professional development opportunities
• Career advancement potential
• Mentoring and training programs
• Supportive team culture
• Flexible work arrangements
• Travel opportunities based on business needs