Technical & Transactional Accounting Manager
CBIZ, San Francisco, CA, United States
With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Top Workplace - Financial Services Industry
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
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.
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 statements 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).
Essential Functions and Primary Duties
Professional and Technical Responsibilities:
- Work directly with clients and their external audit firms on technical accounting issues, SEC reporting and other accounting related projects.
- Establish and maintain strong working relationships with client personnel of various levels.
- Demonstrate excellent professional oral and written communication skills.
- Exhibit a professional, business-like demeanor.
- Apply problem solving skills and deliver methodology on engagements.
- Build and broaden industry knowledge to support organization and functional initiatives.
- Provide recommendations for improved and enhanced accounting and business efficiency to clients.
- Demonstrate leadership and provide guidance to other engagement team members.
- Proactively manage career – set goals and career plans with Managing Directors.
Manager Responsibilities include:
- Manage project engagements to completion including adherence to deadlines and client expectations.
- Assume primary responsibility for day-to-day components of engagements and acting as the key point of contact between CBIZ and the client.
- Manage and train staff during engagements and provide real-time feedback.
- Lead/contribute to engagement planning and communicate engagement status updates.
- Generate written components of various reports/deliverables related to engagements.
- Ability to efficiently research technical accounting topics as it pertains to the engagement.
- Contribute to a strong client relationship through interactions with client personnel.
- Demonstrate a deep knowledge of the client’s business and identify high-risk accounting areas.
- Deliver services that meet standards of excellence.
Preferred Qualifications:
- CPA, CFA, CIA, CISA, or CISSP certification.
- Knowledge of IFRS standards.
- Prior industry experience.
- Prior public accounting experience (Big 4 or large regional firms preferred).
- U.S. CPA certification.
- 5+ years related experience.
- BA/BBA/BS in Accounting, Finance or business related field.
- Proficiency in MS office products, including Excel, Word and PowerPoint.
- Strong verbal and written communication skills.
- Extensive knowledge of US GAAP (revenue recognition, equity accounting, consolidations and financial reporting).
Minimum Qualifications:
- Bachelor’s degree required.
- 6 years of experience in related field.
- 3 years of supervisory experience.
- Must have and preserve required licenses.
- Ability to manage all aspects of client engagements.
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
- Proficient use of applicable technology.
- Must be able to travel based on client and business needs.
The annual salary target for this job in this market is $120,000- $185,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
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