CBIZ
B2B • Finance • Enterprise
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
10,000+ employees
Founded 1996
🤝 B2B
💸 Finance
🏢 Enterprise
Tax Director – ASC 740
Job not on LinkedIn
November 9
CBIZ
B2B • Finance • Enterprise
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
10,000+ employees
Founded 1996
🤝 B2B
💸 Finance
🏢 Enterprise
📋 Description
• 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 • Assume significant client responsibility as client's trusted advisor, is 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 (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 • 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 Qualified Plan needs (as applicable) • 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
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