About this role
Role Overview
- 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
Requirements
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- 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