Manager | Accounting Advisory Services

CBIZ, Inc.; Boston (MA); On-site; USD 115,000 - 185,000; Full time

Job summary

An established industry player is seeking a dynamic Manager for their Accounting Advisory Services practice. This role involves providing expert accounting advisory support, managing client engagements, and supervising a collaborative team. With a focus on implementing new accounting standards and facilitating complex financial transactions, this position offers the chance to make a significant impact in a fast-paced environment. The company values personal and professional growth, providing a supportive atmosphere where team members are recognized for their contributions. Join this innovative firm and advance your career in a rewarding role that emphasizes teamwork and excellence.

Benefits

Comprehensive medical and dental insurance

Retirement savings

Life and disability insurance

Education assistance

Certification incentives

Referral program

Qualifications

• 6+ years of experience in accounting or related field with supervisory experience.
• CPA or equivalent certification is preferred.

Responsibilities

• Provide accounting advisory support and manage client engagements.
• Supervise day-to-day activities and assist in financial statement preparation.

Skills

Analytical Skills

Problem Solving

Communication Skills

Client Management

Time Management

Education

Bachelor's Degree

Tools

Microsoft Office

Excel

ERP Systems (Oracle, SAP, QuickBooks, NetSuite, Sage)

Job description

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

The Accounting Advisory Services practice at CBIZ is seeking a Manager with experience in public accounting as well as private experience as a controller, technical accounting role or consultant to join the organization’s team to support our national practice. The Manager will be an integral part of the accounting advisory services’ team primarily focused on managing and providing deep expertise on client engagements and helping build out the practice. This position offers an exciting opportunity to join a collaborative and high energy team and to directly impact the performance and success of the practice.

Essential Functions and Primary Duties:

• Provide accounting advisory support to clients, including implementation of new accounting standards.
• Outsourced Controller, Accounting Manager and Senior Accounting Staff work.
• Ability to create or review account reconciliations.
• Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, carve-outs, complex capital raises and financing structures.
• Write technical accounting memos for various topics such as equity versus debt classification, revenue recognition, lease accounting and other technical accounting matters.
• Perform technical industry and company research utilizing online tools and publicly available information.
• Supervise and perform day-to-day activities in support of consulting and technical accounting advisory projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement.
• Assist in preparation of clients internal and external financial statements including supporting schedules and required disclosures.
• Provide audit readiness services.
• Apply accounting, financial, and analytical skills to various client situations and practice disciplines, such as detailed reviews of financial statements and underlying accounting records, preparation of complex cash flow projections, and preparation of worksheets to model business processes.
• Develop new business relationships both internally at CBIZ and externally in the marketplace to help generate new business.
• Organize information to facilitate effective data access and analysis.
• Prepare written analyses and other reports for third parties, as necessary, on the project scope and/or results of activities.
• Prepare presentations and quantitative exhibits for third parties on the project scope and findings.
• Develop and maintain productive working relationships with client personnel.

Preferred Qualifications:

• Ability to travel up to 10% of the time.
• CPA or equivalent certification.
• Advanced analytical and issue resolution intelligence, problem solving is essential.
• Strong written and verbal communication skills.
• Well-developed aptitude for quantitative and qualitative analysis.
• Ability to work independently in fast-paced, multi-tasked environment.
• Ability to interface with team members and client personnel in demanding, deadline-driven situations.
• Ability and willingness to learn and adapt in an ever changing environment to meet client needs.
• Ability to manage multiple workflows simultaneously while managing time and budget.
• Prior experience managing teams and the development of others.
• Proficient with PC environments and related software, including Microsoft Office applications, especially advanced skills in Excel.
• Experience using ERP systems such as: Oracle, SAP, QuickBooks, NetSuite, Sage etc.
• Proficient use and analysis of computer models and development of dynamic spreadsheet applications.
• Understanding of and experience with application and research of U.S. Generally Accepted Accounting Principles (“U.S. GAAP”) and relevant auditing standards required.

Minimum Qualifications:

• Bachelor’s degree required.
• 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.

The annual salary target for this job in this market is $115,000-$185,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

The application window is anticipated to close on or before June 30th, 2025.

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