APG Manager in Walnut Creek, CA at CBIZ

Date Posted: 5/10/2021

Job Snapshot

Job Description

Job Purpose / Objective:

• Provide service to clients; manage and develop staff

Essential Functions and Primary Duties:

• Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identifyclient 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 finalengagement 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; participatein 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 businessand the opportunities for cross-serves

• Additional responsibilities as assigned

Minimum Qualifications Required

• 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

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