Qualifications

• Bachelor's degree required
• 8+ years of experience in public accounting or related field
• 5+ years in a supervisory role
• Active CPA or equivalent certification required
• Ability to manage all client engagement aspects
• Strong organizational skills with ability to prioritize multiple assignments
• Excellent verbal and written communication skills at all organizational levels
• Proficient in relevant technology
• Willingness to travel as business needs require

Responsibilities

• Serve as a Subject Matter Expert and share knowledge within the business unit
• Recommend improvements to internal department processes
• Identify and seize business opportunities for clients and CBIZ
• Act as a trusted advisor, addressing client issues and proposing strategic solutions
• Oversee staff on financial deliverables and ensure compliance with quality control standards
• Contribute to new client development through participation in meetings and proposals
• Manage client billing processes and engagement budgets to clarify any variances
• Supervise and mentor staff for growth and effective performance assessment
• Promote a collaborative team environment and foster a positive workplace culture

Benefits

• Opportunities for personal and professional growth
• Recognition for employee contributions
• Supportive team culture
• Networking opportunities across vast locations
• Access to industry-leading practices and resources