Outsourced Accounting Senior Manager

#LI-MC3 #LI-Hybrid

Essential Functions and Primary Duties

• Regarded as a Subject Matter Expert within business unit and shares knowledge

• Make recommendations on internal department procedures

• Recognize business opportunities for our clients and for CBIZ

• Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team

• Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met

• Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development

• Understand client's Qualified Plan needs

• Supervise, train and mentor staff; listen and communicate effectively

• Work to develop responsible, trained staff by conducting performance feedback and evaluations

• Drive a team environment; demonstrate support of management decisions and builds a positive culture

• Additional responsibilities as assigned

Preferred Qualifications

• Master’s degree in accounting, taxation or related field

• Active CPA or equivalent certification

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