#LI-HS1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
Obtaining and maintaining a thorough understanding of financial reporting, balance sheet reconciliations and general ledger structure
Managing a client base for weekly, monthly, quarterly, and annual accounting services and special projects and ensuring timely reporting
Developing and maintaining relationships with internal staff and clients
Occasionally working remotely with clients at their off-site locations to facilitate their financial reporting needs
Adhere to engagement budget constraints and complete assigned tasks with the time requested
Providing various training and support for other team members of the client accounting and advisory group and other firm departments
Preparation and/or review annual 1099 forms
Knowledge of QuickBooks Online and multiple QuickBooks editions, further achieving ProAdvisor status within 1 year of hire date
Proficient with Microsoft Office Suite including Excel, Word, PowerPoint and Outlook
Familiarity with payroll processing and processing of payroll via third-party payroll providers
Excellent communication skills (both verbal and written), and the ability to work well in a team environment
Reviewing staff level projects primarily for internal use financial statements
In office at least 3 days per week
Additional responsibilities as assigned
Preferred Qualifications
Combination of experience in public and private accounting a plus
Knowledge and understanding of GAAP, Cash Basis Accounting, Tax Accounting, and Depreciation
Experience with other accounting and ERP software, such as NetSuite, Intacct, and Dynamics a plus
Attending networking and marketing events
Ability to maintain a high level of confidentiality and ethics
Minimum Qualifications
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
Must be able to travel based on client and business needs
- Proficient use of applicable technology
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
- 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
- Knowledge of QuickBooks Online and multiple QuickBooks editions; achieve ProAdvisor status within 1 year
- Proficient with Microsoft Office Suite including Excel, Word, PowerPoint and Outlook
- Familiarity with payroll processing and processing via third-party payroll providers
- In office at least 3 days per week (hybrid)
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
- Combination of experience in public and private accounting
- Knowledge and understanding of GAAP, Cash Basis Accounting, Tax Accounting, and Depreciation
- Experience with other accounting and ERP software such as NetSuite, Intacct, and Dynamics
- Attending networking and marketing events
- Ability to maintain a high level of confidentiality and ethics
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.
