CBIZ, Inc.
Accounting Services Senior Manager
CBIZ, Inc., Memphis, Tennessee, us, 37544
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 experience
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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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 experience
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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