About this role
Role Overview
- Perform due diligence and field examination assignments for the Group’s clients
- Supervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluations
- Regarded as a Subject Matter Expert within the business unit and shares knowledge
- Assume significant client responsibility as client’s trusted advisor, relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
- Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
- Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
- Understand client’s needs
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
- Make recommendations on internal department procedures
- Recognize business opportunities for our clients and for CBIZ
Requirements
- Bachelor’s degree
- 5 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