Senior Manager | Transaction Advisory Services
About The Position
This role is for a Senior Manager in Transaction Advisory Services. The position requires the individual to act as a Subject Matter Expert, share knowledge, and make recommendations on internal procedures. They will also be responsible for recognizing business opportunities for clients and the firm, staying informed on industry trends, identifying client issues, and proposing solutions. The role involves managing staff on engagement deliverables, ensuring quality control, and participating in new client development, client meetings, presentations, and proposal creation. A key aspect is understanding client Qualified Plan needs. Additionally, the Senior Manager will supervise, train, and mentor staff, foster a team environment, and support management decisions. Additional responsibilities may be assigned.
Requirements
- 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
Nice To Haves
- Master's degree in Accounting, Taxation or related field
Responsibilities
- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Make recommendations on internal department procedures
- Recognize business opportunities for our clients and for CBIZ
- Identify client issues and conflicts; proactively communicate solution options to management and team
- Manage staff on engagement deliverables; complete reviews as a member 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 and presentation 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 builds a positive culture
- Additional responsibilities as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Senior
