Audit Senior Manager | Governmental

Socket.dev; Boston (MA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

CBIZ, Inc. is seeking a senior CPA leader to act as client advisor, oversee engagements, and drive growth across multiple client accounts. The role emphasizes supervision, mentoring staff, and ensuring high-quality deliverables in a hybrid work environment.

The position requires CPA certification, at least 8 years in public accounting, and strong communication. Travel may be required, with opportunities to advance within CBIZ CPAs.

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 and prioritize multiple assignments.
• Strong verbal and written communication across all levels.
• Willingness to travel as needed.
• Proficient with applicable technology.

Responsibilities

• Serve as a Subject Matter Expert within the business unit and share knowledge.
• Recommend improvements to internal department procedures.
• Identify client opportunities and act as trusted advisor.
• Manage engagement deliverables and perform quality reviews.
• Develop new client opportunities in partnership with upper management.
• Monitor billing and realization; manage engagement budgets.
• Understand client Qualified Plan needs and advise accordingly.
• Supervise, train and mentor staff; conduct performance feedback.
• Foster a collaborative, positive team culture.
• Perform additional responsibilities as assigned.

Skills

People management

Client engagement

Communication

Leadership

Time management

Education

Bachelor's degree

CPA certification

Job description

#LI-MC3 #LI-Hybrid

Responsibilities

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
• 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
• 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

Qualifications

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

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 toaccelerate 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.