Reference #: 15872 Status Category: Full-Time

Exempt/Non-Exempt: Exempt

Scheduled Hours Per Week: 40

Job Code: FS213TC

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2022 Best and Brightest Companies to Work for in the Nation 2023 Top Workplaces USA 2022 America's Best Mid-Size Employers 2023 Best and Brightest Companies in Wellness 2022 Great Place to Work Certification Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. Essential Functions and Primary Duties: Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. Understand the client's organization, procedures and internal policies Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve Manage and retain multiple client relationships, engagements and special projects Develop overall engagement budget Consistently meet charge hour goals Responsible for billing and realization on assigned clients; explain variances Supervise, train and mentor staff; listen and communicate effectively Foster a team environment; demonstrates support of management and decisions and build a positive culture Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves Additional responsibilities as assigned Preferred Qualifications: Master's degree in Accounting, Taxation or related field Experience at a Top 50 Accounting Firm Experience with Private Equity backed portfolio companies Experience with C-Corps, ASC 740, Partnerships, and LLCs Minimum Qualifications: Bachelor's degree required 6 years of experience in public accounting or related field 3 years supervisory experience Must have active CPA or equivalent certification 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 #LI-VM1

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EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-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 i formation about your EEO rights as an applicant under the law, please visit these following pages and .

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, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.