Role description
From the employer#LI-JO1 #LI-Hybrid
RESPONSIBILITIES
Essential Functions and Primary Duties
- Demonstrates thorough technical knowledge of accounting standards and
reporting standards in researching, completing, and reviewing technical
areas.
- Identifies tax risk management issues and proposes potential solutions
through research and collaboration with Engagement Partner
- Reviews tax procedures, engagement workpapers and financial statements
without supervision
- Completes thorough review of tax workpapers on a timely basis and assures
audit evidence is in accordance with firm’s documentation standards
- Addresses questions on advanced technical accounting matters from team
members and upper-level client management
- Prepares advanced level tax returns and reviews intermediate to advanced
level tax returns
- Monitors that tasks are assigned and completed on a timely basis and reviews
workflow
- Oversees Seniors and Staff while coordinating the day-to-day duties of
planning, tax work, and wrap-up
- Manages multiple assignments inside an engagement
- Communicates with Partners on work status and client issues that arise
- Conducts research, consults with team members, draws conclusions, and
prepares memos based on target issues
- Contains advanced knowledge of applicable accounting software (e.g. CCH
Axcess, Engagement, GoFileRoom, etc.)
- Leads small to medium sized engagements with finalized document and report
requiring minimal change upon review
- Performs top review of returns, workpapers, and issues
- Acts as primary client contact and liaison for complex issues that staff are
unable to resolve; communicates effectively with clients and develop positive
relationships with client personnel
- Supervises, trains and mentors tax staff
- Stays current on technical and industry developments and standards while
evaluating potential impacts on their client engagements
Preferred Qualifications
- Master’s degree in Accounting, Taxation or related field
- Bachelor’s degree with a preference of study in Accounting or related field
- 5+ years’ of relevant work and industry experience
- Prior experience managing engagements and clients
- Ability to work independently, but also work well with others
- Enrolled Agent designation
- Strong technical and broad based advisory and client management skills.
QUALIFICATIONS
Minimum Qualifications
- Bachelor’s degree
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- 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
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to
middle-market businesses nationwide. With industry knowledge and expertise in
accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers
actionable insights to help clients anticipate what is next and discover new
ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.