8 years experience in public accounting or related field
5 years supervisory experience
Must have active CPA or equivalent certification
Demonstrated ability to manage all aspects of client engagements
Proficient use of applicable technology
Ability to communicate effectively at all organizational levels
Responsibilities
Act as a Subject Matter Expert, sharing knowledge within the business unit
Make procedural recommendations for internal departments
Identify and present business opportunities for clients and CBIZ
Serve as a trusted advisor to clients, addressing their issues and proposing solutions
Manage engagement deliverables and ensure quality control standards
Develop new client relationships in collaboration with upper management
Oversee client billing, engagement budgets, and variance explanations
Supervise and mentor staff through effective communication and feedback
Foster a positive team environment and support management decisions
Benefits
Hybrid work model
Professional development opportunities
Supportive team culture
Mentorship programs
Opportunities for community engagement
Full Job Description
Job Description
#LI-CL1 #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 Qualifications
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
