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 22 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.
Job Purpose / Objective :
- Provide service to clients; manage and develop staff
Essential Functions and Primary Duties :
Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and teamManage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budgetDemonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.Understand the client's organization, procedures and internal policiesResponsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serveManage and retain multiple client relationships, engagements and special projectsDevelop overall engagement budgetConsistently meet charge hour goalsResponsible for billing and realization on assigned clients; explain variancesSupervise, train and mentor staff; listen and communicate effectivelyFoster a team environment; demonstrates support of management and decisions and build a positive cultureParticipate in practice development activities that lead to the generation of new business and the opportunities for cross-servesAdditional responsibilities as assignedMinimum Qualifications
Bachelor's degree required6 years of experience in related field3 years of supervisory experienceMust have and preserve required licensesAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on client and business needsThe hourly rate for this job in this market is $100.00-$150.00 The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
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