Among agents and business managers of artists, performers, and athletes, AI is already used for some of the tasks. Measured exposure for agents and business managers of artists, performers, and athletes: 12% (some).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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About the job

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Essential Functions and Primary Duties

Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team

Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget

Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.

Understand the client's organization, procedures and internal policies

Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve

Manage and retain multiple client relationships, engagements and special projects

Develop overall engagement budget

Consistently meet charge hour goals

Responsible for billing and realization on assigned clients; explain variances

Supervise, train and mentor staff; listen and communicate effectively

Foster a team environment; demonstrates support of management and decisions and build a positive culture

Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves

Additional responsibilities as assigned

Minimum Qualifications

Bachelor's degree

5 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

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.