About The Position

This role is for an Audit Senior Manager with a focus on Governmental clients. The position involves acting as a Subject Matter Expert, identifying business opportunities, managing client engagements, and developing staff. The ideal candidate will have a strong understanding of Qualified Plan needs and be proficient in managing deadlines and client relationships.

Requirements

  • Bachelor's degree required.
  • 8 years of experience in public accounting or related field.
  • 5 years of 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 the organization, both internally and externally.
  • Proficient use of applicable technology.
  • Must be able to travel based on business needs.

Nice To Haves

  • Master's degree in Accounting, Taxation or related field.

Responsibilities

  • Act as a Subject Matter Expert within the business unit and share knowledge.
  • Make recommendations on internal department procedures.
  • Recognize business opportunities for clients and CBIZ.
  • Identify client issues and conflicts, and proactively communicate solution options to management and team.
  • Manage staff on engagement deliverables and complete reviews as part of the final review team to ensure quality control standards are met.
  • Responsible for new client development in partnership with upper management.
  • Participate in client meetings, presentations, and proposal development.
  • Understand client's Qualified Plan needs.
  • Supervise, train, and mentor staff.
  • Listen and communicate effectively.
  • Work to develop responsible, trained staff by conducting performance feedback and evaluations.
  • Drive a team environment, demonstrate support of management decisions, and build a positive culture.
  • Additional responsibilities as assigned.
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