Audit Senior Manager | SEC

CBIZ; Philadelphia (Philadelphia County); Hybrid; USD 120,000 - 150,000; Full time

Job summary

CBIZ, Inc. is a leading professional services advisor to middle-market businesses with services in accounting, tax, advisory, benefits, insurance and technology. The company emphasizes growth, development and recognized contributions across its 9,500+ team members nationwide.

The role focuses on delivering high-quality client engagements, mentoring staff, and driving improvements in internal procedures while building strong client relationships and presenting solutions to management.

Qualifications

• Bachelor's degree in accounting or related field required.
• CPA or equivalent certification active.
• 8+ years of experience in public accounting or related field.
• 5 years of supervisory experience.
• Ability to manage multiple client engagements and deadlines.
• Excellent verbal and written communication across all levels.

Responsibilities

• Serve as Subject Matter Expert within the business unit and share knowledge.
• Recommend improvements to internal department procedures.
• Identify client issues and opportunities; communicate options to management.
• Manage engagement deliverables; perform final review for quality control.
• Develop new client relationships; participate in meetings and proposal development.
• Mentor and supervise staff; conduct performance feedback.
• Additional responsibilities as assigned.

Skills

Client engagement management

Deadlines management

Verbal & written communication

Mentoring & performance feedback

Team leadership

Education

Bachelor's degree

Master's degree (preferred)

Job description

Essential Functions and Primary Duties

Regarded as a Subject Matter Expert within business unit and shares knowledgeMake recommendations on internal department proceduresRecognize business opportunities for our clients and for CBIZRelied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and teamManage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are metResponsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal developmentUnderstand client's Qualified Plan needsSupervise, train and mentor staff; listen and communicate effectivelyWork to develop responsible, trained staff by conducting performance feedback and evaluationsDrive a team environment; demonstrate support of management decisions and builds a positive cultureAdditional responsibilities as assigned

Preferred Qualifications

Master's degree in Accounting, Taxation or related fieldMinimum Qualifications Bachelor's degree required8 years experience in public accounting or related field5 years supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on business needs #LI-BL1 #LI-Hybrid

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.