Accounting Services Senior Manager

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 for 2023:

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Top Workplaces - Financial Services Industry
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

Essential Functions and Primary Duties

• Reviewing staff level projects primarily for internal use financial statements
• Obtaining and maintaining a thorough understanding of financial reporting, balance sheet reconciliations and general ledger structure
• Ensuring timely reporting of all monthly client financial information
• Managing a client base for weekly, monthly, quarterly, and annual accounting services and special projects
• Providing various training and support for other team members of the client accounting and advisory group and other firm departments
• Developing and maintaining relationships with internal staff and clients
• Attending networking and marketing events
• Review annual Forms 1099
• Review & preparation of annual reports and city & county business tax returns
• Occasionally working remotely with clients at their off-site locations to facilitate their financial reporting needs
• Additional responsibilities as assigned

Preferred Qualifications

• Combination of experience in public and private accounting a plus
• Knowledge and understanding of GAAP, Cash Basis Accounting, Tax Accounting, and Depreciation
• Knowledge of QuickBooks Online and multiple QuickBooks editions, further achieving ProAdvisor status within 1 year of hire date
• Experience with other accounting and ERP software, such as NetSuite, Intacct, and Dynamics a plus
• Proficient with Microsoft Office Suite including Excel, Word, PowerPoint and Outlook
• Familiarity with payroll processing and processing of payroll via third-party payroll providers
• Ability to maintain a high level of confidentiality and ethics
• Excellent communication skills (both verbal and written), and the ability to work well in a team environment

Qualifications Required

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years supervisory
• Must have active CPA or equivalent certification
• 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
• Must be able to travel based on business needs

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