Senior Manager | Outsourced Accounting Services

CBIZ; San Francisco (CA); On-site; USD 140,000 - 210,000; Full time

Job summary

CBIZ is seeking a Senior Manager in San Francisco to oversee engagement teams, supervise monthly closes, and deliver financial statements, budgets, and audit preparations. The role requires deep client understanding, timely delivery, and active involvement in new client development.

Preferred qualifications include a Master’s in accounting and CPA certification, with extensive experience in cloud-based accounting systems and advanced Excel. Travel may be required.

Qualifications

• Bachelor's degree required.
• 8 years of experience in public accounting or related field.
• 5 years supervisory experience.
• Active CPA or equivalent certification preferred.
• Significant experience with cloud-based accounting and business systems.

Responsibilities

• Oversee engagement teams and manage all aspects of client engagements.
• Serve as a trusted advisor; supervise monthly closes and deliverables including financial statements, budgets, and audit prep.
• Understand client operations and controls to deliver tailored solutions.
• Ensure high-quality deliverables within deadlines.
• Assist with selection, implementation, and integration of accounting software and third-party systems.
• Train and supervise staff accountants and promote a collaborative culture.

Skills

Client engagement leadership

Financial analysis

Communication

Project management

Team leadership

Education

Bachelor's degree

Master's degree in accounting

Tools

QBO

Sage Intacct

NetSuite

Yardi

Gusto

Avalara

Payroll software

Time & Billing systems

Job description

Job Description

• Oversee engagement teams and manage all aspects of client engagements, ensuring exceptional service delivery to assigned clients
• Serve as a trusted advisor to clients; supervise and review monthly closes and all deliverables, including financial statements, annual budgets, and audit preparations
• Develop a deep understanding of each client’s operations, systems, procedures, and internal controls to deliver tailored solutions and insightful guidance
• Demonstrate a strong sense of urgency, accountability, and commitment to quality in the completion of all client deliverables within deadlines
• Take ownership of client billing upon becoming familiar with engagement scope and budgeted hours; monitor job progress and analyze overruns, present recommendations for additional billing to the Managing Director
• Participate in new client development activities alongside upper management, including attending prospect meetings, contributing to presentations and proposals, and identifying cross‑selling opportunities
• Actively cultivate all sales leads and convert prospects to new clients, ushering them through the onboarding process
• Proactively identify and address financial or operational challenges for clients, offering practical recommendations and solutions
• Assist with the selection, implementation, and integration of accounting software and complementary third‑party systems (e.g., payroll, POS, time & billing) as needed
• Foster a collaborative, high-performance team environment, supporting management initiatives and promoting a positive organizational culture
• Train and supervise senior and staff accountants, ensuring objectives are accomplished efficiently and effectively; provide self-on support as required
• Execute other responsibilities and special projects as assigned

Essential Functions And Primary Duties

• Oversee engagement teams and manage all aspects of client engagements, ensuring exceptional service delivery to assigned clients
• Serve as a trusted advisor to clients; supervise and review monthly closes and all deliverables, including financial statements, annual budgets, and audit preparations
• Develop a deep understanding of each client’s operations, systems, procedures, and internal controls to deliver tailored solutions and insightful guidance
• Demonstrate a strong sense of urgency, accountability, and commitment to quality in the completion of all client deliverables within deadlines
• Take ownership of client billing upon becoming familiar with engagement scope and budgeted hours; monitor job progress and analyze overruns, present recommendations for additional billing to the Managing Director
• Participate in new client development activities alongside upper management, including attending prospect meetings, contributing to presentations and proposals, and identifying cross‑selling opportunities
• Actively cultivate all sales leads and convert prospects to new clients, ushering them through the onboarding process
• Proactively identify and address financial or operational challenges for clients, offering practical recommendations and solutions
• Assist with the selection, implementation, and integration of accounting software and complementary third‑party systems (e.g., payroll, POS, time & billing) as needed
• Foster a collaborative, high-performance team environment, supporting management initiatives and promoting a positive organizational culture
• Train and supervise senior and staff accountants, ensuring objectives are accomplished efficiently and effectively; provide self-on support as required
• Execute other responsibilities and special projects as assigned

Preferred Qualifications

• Master’s degree in accounting, taxation or related field
• Active CPA or equivalent certification
• Significant experience with cloud‑based accounting and business systems (e.g., QBO, Sage Intacct, NetSuite, Yardi, BILL, Ramp, Gusto, Avalara), including remote collaboration tools
• Advanced proficiency in Microsoft Excel and other Microsoft Office applications, including CoPilot.
• Demonstrated ability and willingness to apply AI tools to maximize efficiency across engagements, where applicable

Minimum Qualifications

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 5 years supervisory
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Availability to travel based on business needs

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.