Job Description

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 Certification  

Together, 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.    

Our two New England offices, located in Boston, MA and Providence, RI have more than 270 professionals. Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients. We are also proud of our strong company culture. In 2022, our offices were recognized by several local and national business journals as a Best Place to Work, including the Boston Globe, Boston’s Best and Brightest, Providence Business Journal, and Forbes.

We are seeking candidates whose primary roles would be in our year round ERISA audit practice. Our New England office services over 170 Plan audits consisting of 401(k), 401(a), 403(b), Defined Contribution, ESOP and Defined Benefit Plans for a variety of companies and organizations in a wide range of industries.

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
• Demonstrated knowledge of audits of all types of retirement plans, including, 401(k), 403(b), 401(a), Defined Contribution, Defined Benefit and ESOP
• Manage staff on engagement deliverables (such as financial statements, 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 plan provisions, 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 goals
• Manage and retain multiple client relationships, engagements and special projects 
• Consistently meet personal charge hour goals
• Responsible for job budgeting, billing and realization on assigned clients
• Supervise and develop staff within the niche
• Manage and develop off-shore staff
• 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-serve sales
• Additional responsibilities as assigned

Minimum Qualifications Required

• Bachelor’s degree required; Master’s degree preferred in Accounting
• 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

The annual salary target for this job in this market is $105,000-$155,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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