
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.
49 minutes ago

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.
• Developing and maintaining a strong understanding of relevant technical subject matters such as auditing and accounting standards, firm policies, applicable regulatory matters, as well as digital assets and blockchain technologies and industry developments, which may include attending trainings, CPE events, and/or conferences to enhance and maintain technical capabilities. • Assisting in the development and issuance of Firm Digital Assets and Blockchain (DAB) policies and procedures, templates, and guidance, such as the completion of National Attest Office Blockchain, Data Source, and Pricing Service Relevance and Reliability Memos, development and maintenance of technical industry guidance, and maintenance of industry-specific workpaper templates. • Assisting with the management of DAB related software audit tools, systems, and vendors which support the delivery of DAB related audit procedures. • Supporting engagement team with understanding DAB specific client matters, acting as the key client point-of-contract, and demonstrating proficiency in DAB related accounting, auditing, and technical matters. • Acting as primary project manager for DAB related engagement activities, typically across multiple accounts simultaneously, taking responsibility for client communications, designing, and executing audit procedures, coordinating with engagement teams, coordinating with DAB SME leadership for monitoring and quality purposes, supervising completion of required acceptance, continuance, and consultation forms, and ensuring timely and effective completion of all other DAB related audit activities. • Supporting engagement teams with completion of DAB specific audit procedures including querying, formatting, and documenting relevant blockchain and digital asset exchange information, understanding and testing the existence and rights to client digital asset positions (self-custody and third-party custody), testing digital asset valuations, and performing and/or supervising other necessary digital asset or blockchain specific audit procedures. • Assisting in the development and delivery of DAB industry trainings. • Acting as mentor and providing guidance and learning to junior members of the DAB NAO SME Group. • Supporting the Firm’s strategic goals and service line initiatives to sustain and grow clients, programs and services. • Complying with the professional and Firm requirements (e.g., employee handbook requirements, time entry procedures, quality control document requirements, etc.) including complying with confidentiality requirements (e.g., client information, proposal information, personnel information, job-related information, etc.). • Actively attending and engaging in meetings and training sessions. • Maintaining the required CPE for firm and licensing standards.
• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred • At least 3 years of experience in public accounting or related field • 1 year supervisory experience preferred • CPA candidates preferred • 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 client and business needs
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