#LI-PL1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
Demonstrate proactive client contact; viewed as a trusted business partner
Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities
Coach staff on business development strategies
Could have direct profit responsibility for specialty practice
Responsible for ongoing planning, marketing and business development of a specialized department
Responsible for team and or department meeting budgeted goals
Responsible for practice billing and timely collection of fees
Participate in various administrative aspects of managing business unit
Establish team environment and a positive culture
Ensure quality control standards are met
- May be a member of the Senior Operations Management Team
- Additional responsibilities as assigned
Preferred Qualifications
Master’s degree in Accounting, Taxation or related field
Minimum Qualifications
- Bachelor's degree
- 10 years of experience in public accounting or related field
- 10 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and 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
- 10 years of experience in public accounting or related field
- 10 years supervisory experience
- Active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize
- Proficient use of applicable technology
- Demonstrated verbal and written communication across all levels
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
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.
