#LI-BL1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs
Monitor the financial performance of Clients
Compile and analyze financial reporting packages
Prepare monthly and annual operating budgets
Develop and manage financial controls in accordance with the company’s procedures
Communicate financial metrics to senior management
Provide leadership and support to accounts receivable and accounts payable departments
Review relevant work papers and account reconciliations, including payrolls processed
Review monthly financial statements, including cash flow statements
Research complex accounting transactions and document conclusions
Supervise, mentor, and train team members
Network with industry professionals to generate new engagements
Travel to local client sites as needed
Preferred Qualifications
Master’s degree in Accounting, Taxation or related field
Active CPA or equivalent certification
Proficient in Microsoft Excel and other Microsoft Office applications
Minimum Qualifications
Bachelor’s degree
5 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
- 5 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
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
- Master's degree in Accounting, Taxation or related field
- Active CPA or equivalent certification
- Proficient in Microsoft Excel and other Microsoft Office applications
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.
