
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.
November 25

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.
• Serve as client's trusted advisor, demonstrates 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; ensure on time delivery and on budget • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. • Understand the client's organization, procedures and internal policies • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve • Manage and retain multiple client relationships, engagements and special projects • Develop overall engagement budget • Consistently meet charge hour goals • Responsible for billing and realization on assigned clients; explain variances • Supervise, train and mentor staff; listen and communicate effectively • Foster a team environment; demonstrates support of management and decisions and build a positive culture • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves • Additional responsibilities as assigned
• Bachelor's degree • 6 years of experience in related field • 3 years of supervisory experience • Must have and preserve required licenses • 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 • Proficient use of applicable technology • Must be able to travel based on client and business needs
Apply NowNovember 25
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