Audit Senior Manager

Posted 2 Days Ago
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Marlton, NJ, USA
Hybrid
Senior level
Consulting • Financial Services
The Role
Lead and oversee multiple financial statement audit engagements for public and private clients; act as a subject matter expert; manage, review and mentor engagement teams; support business development and client relationship activities; ensure quality control, recommend process improvements, and participate in proposals and client presentations. Hybrid role requiring onsite presence at least three days weekly.
Summary Generated by Built In

#LI-CL1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

  • Overseeing and supporting multiple engagement teams concurrently to complete financial statement audits of both public and private companies
  • 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
  • Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
  • Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
  • Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
  • 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
  • Consistent with the firm's hybrid work model, this position will require in-person attendance at least three days per week, either at a CBIZ office or client site

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
  • Proficient use of applicable technology
  • Must be able to travel based on business needs
About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.

Skills Required

  • Bachelor's degree
  • Master's degree in Accounting, Taxation or related field
  • 8 years experience in public accounting or related field
  • 5 years supervisory experience
  • Active CPA or equivalent certification
  • Ability to manage all aspects of client engagements
  • Ability to manage deadlines, multi-task and prioritize assignments
  • Demonstrated verbal and written communication across all organization levels
  • Proficient use of applicable technology
  • Ability to travel based on business needs
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The Company
HQ: Cleveland, OH
3,512 Employees

What We Do

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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