This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
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.
#J-18808-Ljbffr
Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.