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 a highly capable and motivated individual to help us grow our Not-for-Profit and Education practice as Audit Senior. This position will have a primary focus working on audits with some of the leading and most well-known not-for-profit schools, colleges, universities, cultural, human services as well as other exempt organizations in the area. You will be a key member of client service teams providing insight, ideas and confidence to management, boards and others who have a stake in the good stewardship of these entities. We offer a flexible workplace, outstanding national training and development opportunities in a friendly, supportive environment that we believe is second to none.  

Essential Functions & Primary Duties

• Coordinate the various phases of an engagement, including staff requirements, locations to be visited, job planning, scheduling, etc.
• Study and evaluate the internal controls, organization, systems or other appropriate items and prepare or review the audit program or consulting project and time budget
• Assign work to existing staff members on the basis of their knowledge and capabilities and supervise them on projects
• Evaluate work papers to determine that the audit or engagement was performed in accordance with generally accepted auditing or consulting standards
• Review with Supervisor, Manager, Director or Managing Director any significant audit or consulting findings, financial statement presentation or other matters within the purview of an accounting or consulting assignment
• Prepare or review financial statements, notes, schedules, management letters, income tax returns, reports, programs, systems, policies and procedures for discussion with the client
• Prepare constructive staff counseling/evaluation reports
• Other responsibilities as necessary  

Minimum Qualifications Required

• BA or BS in Accounting, Finance or Business or equivalent
• MBA or MSA preferred
• CPA certification, preferred
• 3 years of public accounting experience or related field
• 1 year of supervisory experience preferred
• Excellent analytical, research, interpersonal, written and oral communications skills necessary; 
• Demonstrated ability to self-direct, organize, prioritize and effectively manage multiple engagements
• Ability to effectively present, listen and respond to questions from clients and team members
• A self-starter with an eagerness to learn
• Proficiency in MS Word, Outlook and Excel required
• Proficiency with ProSystem FX Engagement preferred

The annual salary target for this job in this market is $80,000-$100,000. 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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