Technical & Transactional Accounting Senior Consultant

CBIZ; San Francisco (CA); On-site; USD 85,000 - 145,000; Full time

Job summary

An established industry player is seeking a Senior Consultant to join their dynamic team in San Francisco. This role involves leveraging your expertise in accounting and finance to provide exceptional service to clients. You will develop strong relationships, apply problem-solving skills, and contribute to engagement planning while ensuring high-quality deliverables. The company offers a supportive environment that values professional growth and recognizes your contributions. With a competitive salary and comprehensive benefits, this is an exciting opportunity to advance your career in a leading advisory firm.

Benefits

Comprehensive medical and dental insurance

Retirement savings

Life and disability insurance

Education assistance

Certification incentives

Referral program

Qualifications

• 3+ years of related experience required.
• Knowledge of US GAAP is required.
• Proficiency in MS Office products is essential.

Responsibilities

• Contribute to strong client relationships through effective communication.
• Deliver high-quality services and recognize opportunities for additional work.
• Assume responsibility for components of engagements.

Skills

Professional communication skills

Problem-solving skills

Analytical skills

Teamwork

Presentation skills

Education

BA/BBA/BS in Accounting, Finance or Business

US CPA

MBA/MS/MA

Tools

MS Office (Excel, Word, PowerPoint)

Job description

Status Category:

Full-Time

Exempt/Non-Exempt:

Exempt

Job Code:

AV205

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

Essential Functions and Primary Duties

Professional and Technical Abilities:

• Develop excellent professional oral and written communication skills in order to establish working
• relationships with client personnel
• Exhibit a professional, business-like demeanor
• Apply problem solving skills and deliver methodology on engagements
• Build and broaden industry knowledge to support organization and functional initiatives by taking
• advantage of our training programs and participating in relevant teams
• Be knowledgeable in the areas of stock-based compensation, basic revenue recognition concepts, goodwill and intangible assets, operating and finance leases and financial statement drafting, cash and investments, fixed assets, accrued expenses and prepaid expenses
• Exercise professional judgment on engagements by providing proactive solutions and recommendations
• Provide recommendations for improved and enhanced business efficiency to clients
• Demonstrate leadership and provide guidance to other consultants
• Proactively manage career - set goals and career plans with Managing Directors

Senior Consultant Responsibilities include:

• Contribute to a strong client relationship through interactions with client personnel
• Understand engagement as it relates to client's business
• Demonstrate knowledge in some areas of industry or functional specialty
• Assume responsibility for components of engagements
• Contribute to engagement planning and ensuring high quality of related products/deliverables for each
• engagement
• Deliver services that meet standards of excellence
• Recognize and communicate opportunities to sell "add-on" work to client
• Writing components of various reports/deliverables related to engagements

Preferred Qualifications:

• BA/BBA/BS in Accounting, Finance or business related field required
• US CPA is a plus
• MBA/MS/MA degree is a plus
• CFA, CIA, CISA, or CISSP certification is a plus
• 3+ years related experience required
• Knowledge of US GAAP is required
• Knowledge of IFRS standards is a plus
• Prior public accounting or consulting experience is preferred
• Prior industry experience is a plus
• Team leadership skills/experience is a plus
• Proficiency in MS office products, including Excel, Word and PowerPoint is required
• Strong verbal and written communication skills

Minimum Qualifications:

• Bachelor's degree required
• 3 years of experience in related field
• Must be able to work in a team environment
• Presentation skills mandatory
• Must possess analytical skills
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
• Must be able to travel based on client and business needs

The annual salary target for this job in this market is $85,000- $145,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

#cbizarcconsulting #LI-AB1 #LI-Hybrid #CBIZAdvisory

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