Technical & Transactional Accounting Senior Manager

CBIZ; San Francisco (CA); Hybrid; USD 140,000 - 180,000; Full time

Job summary

CBIZ’s Technical & Transactional Accounting Practice in the San Francisco Bay Area is seeking a senior professional to support complex GAAP/IFRS reporting and regulatory filings. You will develop audit procedures, mentor staff, and contribute to client relationships while working in a flexible hybrid environment.

Candidates should have a CPA and 7+ years of related experience, with strong communication and leadership capabilities, and a track record of delivering high-quality engagements for

Qualifications

• Minimum 7–8 years of related experience in public accounting or advisory services.
• Strong knowledge of US GAAP; IFRS knowledge is advantageous.
• Experience leading engagements and managing multiple priorities.

Responsibilities

• Lead and supervise engagements with senior client personnel.
• Ensure high-quality deliverables and timely reporting.
• Provide guidance to junior staff and drive process improvements.

Skills

Client communication

Team leadership

MS Excel

Education

Bachelor's degree in Accounting/Finance

US CPA certification

MBA/MS/MA degree a plus

CFA/CISA/CIA/CISSP a plus

Job description

CBIZ's Technical & Transactional Accounting Practice assists high growth companies with complex technical accounting, internal and external reporting, external audit preparation, IPO preparation, as well as systems / process and people. Our professionals assist clients with their efforts to meet financial reporting requirements, including the preparation of financial statement and regulatory filings, and the application and implementation of complex accounting standards for U.S. GAAP (Generally Accepted Accounting Principles) and IFRS (International Financial Reporting Standards). Our practice combines our knowledge and experience in the areas of financial reporting, risk management, and compliance to help address our clients' most important issues. We're committed to delivering integrated services with a focus on value and quality. Our professionals have deep accounting and financial reporting knowledge and experience across multiple industries. This specialized technical knowledge and industry experience allow us to provide a unique perspective in solving today's accounting issues.We ideally seek a candidate located within the San Francisco Bay Area, in proximity to our CBIZ office, to support a flexible hybrid work model. However, all qualified applicants are encouraged to apply, as we remain open to remote work arrangements.

Essential Functions and Primary Duties:

Develop extensive skills in audit procedures/facilitation, SEC reporting and technical GAAPEnhance professional oral and written communication skillsExhibit a professional, business-like demeanor Build and broaden industry knowledge to support organization and functional initiativesExercise professional judgment on engagements by identifying issues and providing proactive solutionsProvide recommendations for improved and enhanced business efficiency to clientsDemonstrate leadership and provide guidance to other engagement team membersProactively manage career - set goals and career plans with Managing DirectorsResponsibilities include:Contribute to strong client relationships through meaningful interactions with high level client personnelUnderstand engagement as it relates to client's business and industryDemonstrate knowledge in all areas of client industriesAssume responsibility for leading execution on all engagementsPerform engagement planning and communicate status updatesManage staff and manager utilization through delegationEnsure high quality of engagement related products/deliverablesTrain managers and staffWriting/developing client reports/deliverables and communicating engagement resultsRecognize and communicate opportunities to sell "add-on" work to clientDeliver services that meet CBIZ standards of excellence

Preferred Qualifications:

BA/BBA/BS in Accounting, Finance or business-related field U.S. CPA certificationMBA/MS/MA degree is a plusCFA, CIA, CISA, or CISSP certification is a plus8+ years related experience requiredKnowledge of US GAAP is requiredKnowledge of IFRS standards is a plusPrior public accounting or consulting experience is requiredPrior industry experience is a plusTeam leadership skills/experience is requiredProficiency in MS office products, including Excel, Word and PowerPoint is requiredStrong verbal and written communication skills Minimum Qualifications Bachelor's degree required7 years of experience in related field5 years supervisoryMust have and preserve required licensesAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally #LI-CR2 #LI-Hybrid #CBIZAdvisory

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.