Outsourced Accounting Services Manager

CBIZ; Minneapolis (MN); Hybrid; USD 85,000 - 115,000; Full time

Job summary

CBIZ is seeking an experienced accounting professional in Minneapolis to manage client engagements, ensuring accurate financial reporting, reconciliations and general ledger integrity. The role includes 1099 preparation, QuickBooks proficiency, and cross-team training within the client accounting and advisory group.

The position requires 5 years in public accounting, 3 years supervisory experience, and strong communication skills.

Qualifications

• Bachelor's degree required.
• 5 years of experience in public accounting or related field.
• 3 years supervisory experience.
• Ability to manage all aspects of client engagements.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization.

Responsibilities

• Obtaining and maintaining a thorough understanding of financial reporting, balance sheet reconciliations and general ledger structure.
• Managing a client base for weekly, monthly, quarterly, and annual accounting services and special projects and ensuring timely reporting.
• Developing and maintaining relationships with internal staff and clients.
• Occasionally working remotely with clients at their off-site locations to facilitate their financial reporting needs.
• Adhere to engagement budget constraints and complete assigned tasks with the time requested.
• Providing various training and support for other team members of the client accounting and advisory group and other firm departments.
• Preparation and/or review annual 1099 forms.
• Knowledge of QuickBooks Online and multiple QuickBooks editions, further achieving ProAdvisor status within 1 year of hire date.
• Proficient with Microsoft Office Suite including Excel, Word, PowerPoint and Outlook.
• Familiarity with payroll processing and processing of payroll via third-party payroll providers.
• Excellent communication skills (both verbal and written), and the ability to work well in a team environment.
• Reviewing staff level projects primarily for internal use financial statements.
• In office at least 3 days per week.
• Additional responsibilities as assigned.

Skills

Excellent communication skills

Team collaboration

Travel readiness

Education

Bachelor's degree

Tools

QuickBooks Online

Excel

PowerPoint

Outlook

NetSuite

Intacct

Dynamics

Job description

Job Description

• Obtaining and maintaining a thorough understanding of financial reporting, balance sheet reconciliations and general ledger structure
• Managing a client base for weekly, monthly, quarterly, and annual accounting services and special projects and ensuring timely reporting
• Developing and maintaining relationships with internal staff and clients
• Occasionally working remotely with clients at their off-site locations to facilitate their financial reporting needs
• Adhere to engagement budget constraints and complete assigned tasks with the time requested
• Providing various training and support for other team members of the client accounting and advisory group and other firm departments
• Preparation and/or review annual 1099 forms
• Knowledge of QuickBooks Online and multiple QuickBooks editions, further achieving ProAdvisor status within 1 year of hire date
• Proficient with Microsoft Office Suite including Excel, Word, PowerPoint and Outlook
• Familiarity with payroll processing and processing of payroll via third-party payroll providers
• Excellent communication skills (both verbal and written), and the ability to work well in a team environment
• Reviewing staff level projects primarily for internal use financial statements
• In office at least 3 days per week
• Additional responsibilities as assigned

Essential Functions And Primary Duties

• Obtaining and maintaining a thorough understanding of financial reporting, balance sheet reconciliations and general ledger structure
• Managing a client base for weekly, monthly, quarterly, and annual accounting services and special projects and ensuring timely reporting
• Developing and maintaining relationships with internal staff and clients
• Occasionally working remotely with clients at their off-site locations to facilitate their financial reporting needs
• Adhere to engagement budget constraints and complete assigned tasks with the time requested
• Providing various training and support for other team members of the client accounting and advisory group and other firm departments
• Preparation and/or review annual 1099 forms
• Knowledge of QuickBooks Online and multiple QuickBooks editions, further achieving ProAdvisor status within 1 year of hire date
• Proficient with Microsoft Office Suite including Excel, Word, PowerPoint and Outlook
• Familiarity with payroll processing and processing of payroll via third-party payroll providers
• Excellent communication skills (both verbal and written), and the ability to work well in a team environment
• Reviewing staff level projects primarily for internal use financial statements
• In office at least 3 days per week
• Additional responsibilities as assigned

Preferred Qualifications

• Combination of experience in public and private accounting a plus
• Knowledge and understanding of GAAP, Cash Basis Accounting, Tax Accounting, and Depreciation
• Experience with other accounting and ERP software, such as NetSuite, Intacct, and Dynamics a plus
• Attending networking and marketing events
• Ability to maintain a high level of confidentiality and ethics

Minimum Qualifications

• Bachelor's degree
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• 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
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

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.