Senior Associate | Private Client Services
With over 120 offices and nearly 7,000 associates throughout the U.
S.
CBIZ (NYSE:
CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
2022 Best and Brightest Companies to Work for in the Nation 2023 Top Workplaces USA 2022 America's Best Mid-Size Employers 2022 Best and Brightest Companies in Wellness 2022 Great Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.
C.
(MHM) are ranked as one of the top providers of accounting services in the United States.
MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Essential Functions and Primary Duties Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement managers and adhere to all quality control standards as required Demonstrate understanding of the client's personal income, wealth transfer, and planning opportunties of client engagements Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed Achieve charge hour goals Review associates' tax work:
provide constructive review points May supervise Associate's on engagements Train and mentor associate staff May be involved in the client billing process by assisting Managers or Directors Identify and begin to develop knowledge in selected specialty practice Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements Participate in practice development activities such as:
membership in qualified organizations capable of referring potential engagements Execute administrative duties as assigned Additional responsibilities as assignedPreferred Qualifications Master's degree in Accounting, Taxation or related fieldMinimum Qualifications Required Bachelor's degree 3 years of experience in public accounting or related field 1 year supervisory experience preferred CPA candidates preferred 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 client and business needs Recommended Skills Administration Billing Business Requirements Commercial Awareness Communication Quality Management Estimated Salary: $20 to $28 per hour based on qualifications.
S.
CBIZ (NYSE:
CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
2022 Best and Brightest Companies to Work for in the Nation 2023 Top Workplaces USA 2022 America's Best Mid-Size Employers 2022 Best and Brightest Companies in Wellness 2022 Great Place to Work CertificationTogether, CBIZ and Mayer Hoffman McCann P.
C.
(MHM) are ranked as one of the top providers of accounting services in the United States.
MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Essential Functions and Primary Duties Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement managers and adhere to all quality control standards as required Demonstrate understanding of the client's personal income, wealth transfer, and planning opportunties of client engagements Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed Achieve charge hour goals Review associates' tax work:
provide constructive review points May supervise Associate's on engagements Train and mentor associate staff May be involved in the client billing process by assisting Managers or Directors Identify and begin to develop knowledge in selected specialty practice Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements Participate in practice development activities such as:
membership in qualified organizations capable of referring potential engagements Execute administrative duties as assigned Additional responsibilities as assignedPreferred Qualifications Master's degree in Accounting, Taxation or related fieldMinimum Qualifications Required Bachelor's degree 3 years of experience in public accounting or related field 1 year supervisory experience preferred CPA candidates preferred 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 client and business needs Recommended Skills Administration Billing Business Requirements Commercial Awareness Communication Quality Management Estimated Salary: $20 to $28 per hour based on qualifications.
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