• Job Description

  Req#: 19952

  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 team

  • Manage 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 budget

  • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.

  • Understand the client’s organization, procedures and internal policies

  • Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve

  • Manage and retain multiple client relationships, engagements and special projects

  • Develop overall engagement budget

  • Consistently meet charge hour goals

  • Responsible for billing and realization on assigned clients; explain variances

  • Supervise, train and mentor staff; listen and communicate effectively

  • Foster a team environment; demonstrates support of management and decisions and build a positive culture

  • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves

  • Additional responsibilities as assigned

  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 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.

  #LI-DNI

• About the company

  CBIZ, Inc. delivers top-level financial and benefits and insurance 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.

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