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About the job

#LI-CR2 #LI-Hybrid #CBIZAdvisory

CBIZ's Technical & Transactional Accounting Practice assists high growth companies with complex technical accounting, internal and external reporting, external audit preparation, IPO preparation, as well as systems / process and people. Our professionals assist clients with their efforts to meet financial reporting requirements, including the preparation of financial statement and regulatory filings, and the application and implementation of complex accounting standards for U.S. GAAP (Generally Accepted Accounting Principles) and IFRS (International Financial Reporting Standards). Our practice combines our knowledge and experience in the areas of financial reporting, risk management, and compliance to help address our clients' most important issues. We're committed to delivering integrated services with a focus on value and quality. Our professionals have deep accounting and financial reporting knowledge and experience across multiple industries. This specialized technical knowledge and industry experience allow us to provide a unique perspective in solving today's accounting issues.

We ideally seek a candidate located within the San Francisco Bay Area, in proximity to our CBIZ office, to support a flexible hybrid work model. However, all qualified applicants are encouraged to apply, as we remain open to remote work arrangements.

Essential Functions and Primary Duties :

Develop extensive skills in audit procedures/facilitation, SEC reporting and technical GAAP

Enhance professional oral and written communication skills

Exhibit a professional, business–like demeanor

Build and broaden industry knowledge to support organization and functional initiatives

Exercise professional judgment on engagements by identifying issues and providing proactive solutions

Provide recommendations for improved and enhanced business efficiency to clients

Demonstrate leadership and provide guidance to other engagement team members

Proactively manage career – set goals and career plans with Managing Directors

Responsibilities include:

Contribute to strong client relationships through meaningful interactions with high level client personnel

Understand engagement as it relates to client's business and industry

Demonstrate knowledge in all areas of client industries

Assume responsibility for leading execution on all engagements

Perform engagement planning and communicate status updates

Manage staff and manager utilization through delegation

Ensure high quality of engagement related products/deliverables

Train managers and staff

Writing/developing client reports/deliverables and communicating engagement results

Recognize and communicate opportunities to sell "add–on" work to client

Deliver services that meet CBIZ standards of excellence

Preferred Qualifications:

BA/BBA/BS in Accounting, Finance or business-related field

U.S. CPA certification

MBA/MS/MA degree is a plus

CFA, CIA, CISA, or CISSP certification is a plus

8+ years related experience required

Knowledge of US GAAP is required

Knowledge of IFRS standards is a plus

Prior public accounting or consulting experience is required

Prior industry experience is a plus

Team leadership skills/experience is required

Proficiency in MS office products, including Excel, Word and PowerPoint is required

Strong verbal and written communication skills

Minimum Qualifications

Bachelor’s degree required

7 years of experience in related field

5 years supervisory

Must have and preserve required licenses

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

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.