Manager | Talent Solutions

CBIZ; San Francisco (CA); On-site; USD 150,000 - 190,000; Full time

Job summary

CBIZ, Inc. is seeking an experienced professional in San Francisco to serve as a trusted advisor on client engagements, overseeing deliverables and budgets while mentoring staff. The role involves developing client relationships and participating in proposals and meetings to drive growth.

Ideal candidates will have a bachelor's degree, 5+ years in the field, and at least 3 years of supervisory experience, with strong communication skills and a readiness to travel as needed.

Qualifications

• Bachelor's degree required.
• 5 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 across all levels.
• Proficient use of applicable technology.
• Willingness to travel as needed (#LI-DNI).

Responsibilities

• Serve as client's trusted advisor and communicate solution options to client and team.
• Manage engagement deliverables and ensure on time delivery and on budget.
• Develop overall engagement budget and manage billing and realization.
• Supervise, train, and mentor staff; foster a collaborative team environment.
• Participate in client meetings, presentations and proposal development.
• Develop new client relationships and practice development activities.

Skills

Client engagement management

People supervision

Verbal and written communication

Travel availability

Budgeting and billing oversight

Education

Bachelor's degree

Job description

Essential Functions and Primary Duties

Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and teamManage 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; ensure on time delivery and on budgetDemonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.Understand the client's organization, procedures and internal policiesResponsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serveManage and retain multiple client relationships, engagements and special projectsDevelop overall engagement budgetConsistently meet charge hour goalsResponsible for billing and realization on assigned clients; explain variancesSupervise, train and mentor staff; listen and communicate effectivelyFoster a team environment; demonstrates support of management and decisions and build a positive cultureParticipate in practice development activities that lead to the generation of new business and the opportunities for cross-servesAdditional responsibilities as assigned

Minimum Qualifications

• Bachelor's degree
• 5 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 #LI-DNI

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.