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 manage deadlines and prioritize assignments
Effective verbal and written communication skills across all organization levels
Proficient in relevant technologies
Willingness to travel as needed
Responsibilities
Serve as Subject Matter Expert sharing knowledge within business unit
Recommend improvements to internal department procedures
Identify and capitalize on business opportunities for clients and CBIZ
Act as a trusted advisor, handling client issues and proposing solutions
Oversee staff contributions on client engagement deliverables and ensure quality control
Engage in new client development alongside senior management
Manage billing and realization for assigned clients, providing budget explanations
Assess and address client's Qualified Plan needs as required
Supervise, train, and mentor staff while fostering effective communication
Promote a collaborative team environment and uphold management decisions
Take on additional tasks as assigned
Benefits
Hybrid work flexibility
Opportunities for professional development
Supportive team environment and culture
Access to advanced technology
Networking opportunities within the industry
Full Job Description
Job Description
#LI-EM1 #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
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
