Outsourced Accounting Solutions Manager

CBIZ; Washington (District of Columbia); On-site; USD 110,000 - 160,000; Full time

Job summary

CBIZ is seeking an experienced accounting professional in Washington, DC, to develop client relationships and oversee financial reporting and budgeting processes. The role requires hands-on management of engagements, strong leadership, and collaboration with senior management.

The ideal candidate has a CPA or equivalent, 6+ years in public accounting, and proven supervisory capability, with travel as needed. Proficiency in Excel and MS Office is expected.

Qualifications

• Bachelor’s degree required; CPA preferred.
• 6+ years of public accounting or related field.
• 3+ years supervisory experience.
• Ability to manage client engagements end-to-end.
• Strong communication skills with stakeholders at all levels.
• Willingness to travel as needed.
• Proficient in Microsoft Excel and MS Office.

Responsibilities

• Develop and maintain client relationships to meet accounting needs.
• Monitor client financial performance.
• Prepare budgets and financial reports (monthly/annual).
• Develop and manage financial controls per company procedures.
• Communicate financial metrics to senior management.
• Provide leadership and support to AR/AP departments.
• Review work papers and reconciliations, including payrolls.
• Travel to local client sites as needed.

Skills

Relationship building

Public accounting experience

Supervisory experience

Communication skills

Education

Bachelor’s degree

Master’s degree in Accounting/Taxation

CPA certification

Tools

Microsoft Excel

Microsoft Office

Job description

Essential Functions And Primary Duties

• Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs
• Monitor the financial performance of Clients
• Compile and analyze financial reporting packages
• Prepare monthly and annual operating budgets
• Develop and manage financial controls in accordance with the company’s procedures
• Communicate financial metrics to senior management
• Provide leadership and support to accounts receivable and accounts payable departments
• Review relevant work papers and account reconciliations, including payrolls processed
• Review monthly financial statements, including cash flow statements
• Research complex accounting transactions and document conclusions
• Supervise, mentor, and train team members
• Network with industry professionals to generate new engagements
• Travel to local client sites as needed

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field
• Active CPA or equivalent certification
• Proficient in Microsoft Excel and other Microsoft Office applications

Minimum Qualifications

• Bachelor’s degree
• 6 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.