Outsourced Accounting Manager

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

Essential Functions and Primary Duties

• Manage the engagement team and the overall engagement for each assigned client.
• Manage annual budgeting process, strategic planning, and provide other consulting support in related areas such as HR, IT, etc.
• Build a thorough understanding and deep knowledge of each client's operations.
• Developed expertise in complex accounting functions and guidance; develop expertise in certain areas of client's/firm's business.
• Prepare/review the client billing history, engagement letters, and planning for approval by a partner.
• Train and supervise senior and staff accountants to ensure that objectives are accomplished effectively and efficiently and assist in completing these objectives when necessary.
• Review workpapers and financial statements to ensure all are prepared to Marcum and client standards.
• Follow and maintain work progress during the engagement in relation to budgeted time and scheduled dates of completion.
• Keep the partner informed of all important developments involving the client and staff, and present any major problems that occur, with all the facts, his or her conclusions, and recommendations.
• Analyze job overruns and present possible additional billing to the partner for approval as well as discuss the additional billing with the client.
• Provide recommendations to clients as opportunities arise for additional Marcum services and support other business development functions for the department and organization.
• Oversee annual external audit and annual budgeting process.
• Other functions may include private and federal grant reporting and budget drafting and modification, assisting with the transition and implementation to different accounting software or other third-party providers.
• Additional responsibilities as assigned

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field
• 6+ years of accounting experience in public accounting or at a non-profit organization
• Proficient in Microsoft Excel and other Microsoft Office applications
• Proficient with various accounting software programs including but not limited to: QuickBooks, Intacct, Solomon and Great Plains

Minimum Qualifications Required

• Bachelor's degree
• 6 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• 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
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

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