Technical & Transactional Accounting Manager

CBIZ, Inc.•San Francisco, CA

44d•Hybrid

About The Position

As a Technical Accounting Manager, you'll play a pivotal role in delivering specialized accounting advisory services to our diverse and dynamic client base, including high-growth technology, biotechnology, professional services and consumer products companies. You'll serve as a trusted advisor, ensuring our clients receive expert guidance and outstanding service in complex accounting and financial reporting matters.

Requirements

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

Nice To Haves

CPA, CFA, CIA, CISA, or CISSP certification BA/BBA/BS in Accounting, Finance or business-related field
U.S. CPA certification
5+ years related experience
Significant technical accounting experience with a strong understanding of U.S. GAAP, including revenue recognition, equity transactions, debt structures, leases, business combinations, and SEC reporting
IPO readiness or direct IPO experience highly desirable
Prior industry or operational experience in technology and/or biotechnology sectors is strongly preferred
Prior public accounting experience (Big 4 or large regional firms preferred)
Demonstrated success in managing client service, building strong relationships, and balancing multiple concurrent engagements
Tech-savvy with enthusiasm for experimenting with new technology tools and applications to optimize accounting processes and workflows
Experience identifying opportunities to integrate emerging technologies and AI tools into client service delivery and internal processes
Familiarity with workflow automation solutions (e.g., Alteryx, Power Automate, UiPath) and collaboration platforms is a plus
Knowledge of IFRS standards
Experience with technology systems / applications, such as data analytic tools or workflow automation tools.
Proficiency in MS office products, including Excel, Word and PowerPoint
Strong verbal and written communication skills

Responsibilities

Work directly with clients and their external audit firms to lead and manage technical accounting advisory projects, covering areas such as revenue recognition (ASC 606), equity transactions, debt arrangements, business combinations, lease accounting (ASC 842), financial reporting, and SEC reporting
Serve as the primary client contact, managing engagements, fostering strong relationships, and proactively addressing client needs
Demonstrate a deep knowledge of the client's business and identify high-risk accounting areas
Oversee and manage project timelines, deliverables, and client communications to ensure successful outcomes
Generate written components of various reports/deliverables related to engagements
Efficiently research technical accounting topics as it pertains to the engagement
Train, mentor, and develop staff and senior staff members, promoting a culture of technical excellence, continuous learning, and professional growth
Identify and implement technology solutions and tools to streamline processes and enhance workflow efficiency
Actively participate in thought leadership initiatives, contributing to internal knowledge sharing, training, and continuous improvement activities
Supporting business development efforts through client relationships and networking