Audit Senior Manager | Generalist

CBIZ; West Conshohocken (PA); On-site; USD 110,000 - 160,000; Full time

Job summary

CBIZ, a leading professional services advisor, seeks an experienced professional to lead client engagements in accounting and tax services. You will manage engagement teams, review deliverables, and help drive growth by developing new client relationships.

Strong communication, supervisory skills, and CPA credential are required. The role emphasizes guidance on industry trends, meeting deadlines, and collaborating with senior management to deliver high-quality results across multiple

Qualifications

• Bachelor's degree required; 8 years public accounting or related field.
• 5 years supervisory experience.
• Must have active CPA or equivalent certification.
• Ability to manage all aspects of client engagements; meet deadlines and prioritize assignments.

Responsibilities

• Manage staff on engagement deliverables and perform final reviews for quality control.
• Participate in client meetings, presentations and proposal development.
• Develop new client relationships in partnership with upper management; drive business growth.
• Understand clients' Qualified Plan needs and provide advisory input.
• Lead and mentor staff through performance feedback and evaluations; foster a positive team culture.

Skills

Client engagement management

Staff supervision

Communication

Time management

Education

Bachelor's degree

Master's degree in Accounting/Taxation

Tools

CPA software

Job description

Essential Functions and Primary Duties

• 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

Preferred Qualifications

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

Minimum Qualifications

• 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

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.