Essential Functions and Primary Duties
- Obtaining and maintaining a thorough understanding of financial reporting, balance sheet reconciliations and general ledger structure
- Managing a client base for weekly, monthly, quarterly, and annual accounting services and special projects and ensuring timely reporting
- Developing and maintaining relationships with internal staff and clients
- Occasionally working remotely with clients at their off-site locations to facilitate their financial reporting needs
- Adhere to engagement budget constraints and complete assigned tasks with the time requested
- Providing various training and support for other team members of the client accounting and advisory group and other firm departments
- Preparation and / or review annual 1099 forms
- Knowledge of QuickBooks Online and multiple QuickBooks editions, further achieving ProAdvisor status within 1 year of hire date
- Proficient with Microsoft Office Suite including Excel, Word, PowerPoint and Outlook
- Familiarity with payroll processing and processing of payroll via third-party payroll providers
- Excellent communication skills (both verbal and written), and the ability to work well in a team environment
- Reviewing staff level projects primarily for internal use financial statements
- In office at least 3 days per week
- Additional responsibilities as assigned
Preferred Qualifications
Combination of experience in public and private accounting a plusKnowledge and understanding of GAAP, Cash Basis Accounting, Tax Accounting, and DepreciationExperience with other accounting and ERP software, such as NetSuite, Intacct, and Dynamics a plusAttending networking and marketing eventsAbility to maintain a high level of confidentiality and ethicsMinimum Qualifications
Bachelor's degree6 years of experience in public accounting or related field3 years supervisory experienceMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technology#LI-HS1 #LI-Hybrid
ABOUT US
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.
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.