Job Description
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Job Code:
FS213AO
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
Manage the engagement team and the overall engagement for each assigned client.
Serve as client's trusted accountant and supervise the monthly close and all client deliverables such as monthly financials, annual budgeting, and audit preparations.
Build a thorough understanding and deep knowledge of each client's operations, procedures, and internal policies.
Train and supervise senior and staff accountants to ensure that objectives are accomplished effectively and efficiently and assist in completing these objectives when necessary.
Follow and maintain work progress during the engagement in relation to budgeted time and scheduled dates of completion.
Prepare/review the client billing history, engagement letters, and planning for approval by Managing Director.
Analyze job overruns and present possible additional billing to the Managing Director for approval as well as discuss the additional billing with the client.
Participate in new client development in partnership with upper management: attend prospective client meetings; assist with presentations and proposal development; and identify and pursue cross serve opportunities.
Proactively look for financial or operational challenges to solve.
Other functions may include assisting with the identification and implementation of different accounting software or other complimentary 3rd-party systems (payroll, POS, time & billing, etc).
Foster a team environment; demonstrate support of management and decisions and build a positive culture.
Able to visit local client sites as needed.
Responsible for the overall direction, coordination, and evaluation of senior and staff accountants
Responsible for interviewing new staff; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and facilitating the resolution of problems
Involved in other department-wise training and management, to include involvement on the training or onboarding committee, and other department leadership and supervisory roles
Additional responsibilities as assigned
Preferred Qualifications
Master's degree in Accounting, Taxation or related field
Active CPA or equivalent certification
Extensive experience with cloud-based systems (such as QBO, NetSuite, Yardi, Bill.com, Gusto, Avalara, etc.), including video conferencing
Proficient in Microsoft Excel and other Microsoft Office applications
Minimum Qualifications Required
Bachelor's degree
6 years of experience in public accounting or related field
3 years supervisory experience
Ability to manage all aspects of client engagements
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
The annual salary target for this job in this market is $120,000 - $160,000 The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
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CBIZ.Jobs Category: Advisory
REASONABLE ACCOMMODATION
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EQUAL OPPORTUNITY EMPLOYER
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
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Job Tags
Full time, Work at office, Local area,