Manager, Client Services Team Leader | Defined Contribution Retirement Plans

CBIZ; Atlanta (GA); Híbrido; USD 110 000 - 160 000; Tempo integral

Resumo da oferta

CBIZ, Inc. (NYSE: CBZ) is a leading professional services firm delivering accounting, tax, advisory, benefits, insurance, and technology services to middle-market businesses nationwide. This role involves supervising staff, leading teams, and contributing to hiring, compensation, and policy decisions.

The position emphasizes accountability, mentoring, and strategic execution across departments. The incumbent will oversee operations, ensure compliance with regulations, manage client

Qualificações

• At least 6 years of experience in area of expertise with increasing complexity.
• At least 4 years' experience supervising and leading staff.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Demonstrate industry experience and technical knowledge in area of expertise.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing at all organizational levels.
• Expert knowledge of state and federal legislation and regulations impacting discipline.
• Expertise in managing clients.
• Advanced problem solving and critical thinking skills.

Responsabilidades

• Achieve organizational objectives through the coordinated achievements of subordinate staff.
• Assumes accountability for decisions made by subordinate staff.
• Supervise staff to assure accountability and stewardship of department resources.
• Provide input into hiring decisions and disciplinary actions.
• Execute annual goals and priorities and influence service direction.
• Lead, coach, and mentor subordinate staff; address grievances.
• Analyze problems and interpret policies with solid subject matter knowledge.
• Exercise judgment within procedures to determine action.
• Additional responsibilities as assigned.

Conhecimentos

Leadership

Staff supervision

Communication

Problem solving

Client management

Regulatory knowledge

Formação académica

Bachelor's degree preferred

Descrição da oferta de emprego

#LI-JSS #LI-Hybrid

Essential Functions and Primary Duties

• Achieve organizational objectives through the coordinated achievements of subordinate staff
• Assumes accountability for decisions made by subordinate staff
• May spend a portion of time performing individual tasks related to the unit. However, supervisory activities constitutes a primary part of the job
• Provide major input into hiring decisions
• Provide major input into rewarding and disciplinary actions
• Execute annual goals and priorities
• Supervise staff to assure accountability and stewardship of department resources (operational, financial and human) in compliance with departmental goals and objectives
• Influence the direction for new or revised services, programs, processes, standards or operation plans
• Analyze and resolve problems interprets policies and demonstrate solid subject matter knowledge
• Exercise judgment within defined procedures and policies to determine appropriate action
• Provide leadership, coaching, and mentoring to subordinate staff
• Listen and resolve grievances
• Additional responsibilities as assigned

Minimum Qualifications

• High School Diploma or GED required; Bachelor's degree preferred
• Over 6 years' experience in area of expertise with increasing complexity
• At least 4 years' experience supervising and leading staff
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrate industry experience and technical knowledge in area of expertise
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Expert knowledge of state and federal legislation and regulations impacting discipline
• Expertise in managing clients
• Advanced problem solving and critical thinking skills

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.