Audit Manager | Financial Services

CBIZ; Kansas City (MO); On-site; USD 110,000 - 170,000; Full time

Job summary

CBIZ, a leading professional services firm, is seeking an experienced CPA with public accounting background to lead client engagements in Kansas City. The role emphasizes client advisory, staff supervision, budgeting, billing, and business development within a collaborative team environment.

The ideal candidate holds a CPA, a Bachelor's (or higher) in accounting, and several years of supervisory experience, with willingness to travel as needed.

Qualifications

• Bachelor’s degree in accounting or related field.
• 5 years of experience in public accounting or related field.
• 3 years supervisory experience.
• Must have active CPA or equivalent certification.
• Ability to travel based on client and business needs.
• Proficient use of applicable technology and accounting software.

Responsibilities

• Serve as client’s trusted advisor and proactively communicate solutions.
• Manage staff on engagement deliverables and ensure quality control.
• Demonstrate proficient technical skills for client responsibilities.
• Understand client organizations, procedures and policies.
• Participate in new client development and proposals.
• Manage and retain multiple client relationships and projects.
• Develop overall engagement budget and monitor hours.
• Oversee billing and realization on assigned clients.
• Supervise, train and mentor staff; foster teamwork.
• Participate in practice development activities to generate new business.
• Additional responsibilities as assigned.

Skills

Client advisory

Staff management

Communication

Budgeting

Billing & realization

Mentoring

Practice development

Travel readiness

Education

Bachelor’s degree

Master’s degree in Accounting/Taxation

CPA or equivalent certification

Tools

CPA certification

Job description

Job Description

• 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
• 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

Essential Functions And Primary Duties

• 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

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field

Minimum Qualifications

• 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

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.