Job Description
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS214TC
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 is honored to be the recipient of several national recognitions for 2023:
Best and Brightest Companies to Work for in the Nation
Top Workplaces USA
Top Workplaces - Financial Services Industry
Best and Brightest Companies in Wellness
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
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
Understand client's Qualified Plan needs
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
Preferred Qualifications
Master's degree preferred in Accounting, Taxation or related field
Minimum Qualifications
Bachelor's degree required
7 years experience in public accounting or related field
5 years supervisory
Must have and preserve required licenses
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
#LI-PL1 #LI-Hybrid
CBIZ.Jobs Category: Tax
REASONABLE ACCOMMODATION
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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 information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.
PAY TRANSPARENCY PROTECTION NOTIFICATION
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.
