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.   

Essential Functions and Primary Duties

• Establish working relationship with assigned Job Managers and Directors to determine billing needs and level of involvement required for each
• Provide timely WIP billing to the Partner/Managers assigned to jobs.
• With feedback and instruction from Job Managers and Directors, create, complete and deliver monthly billing to clients
• Provide copies of invoices, credit memos, or other supporting documents to clients when requested
• Submit approved adjustments or write off/up of client account balance to AR Supervisor
• Add itional res ponsibi li t ies as ass igned

Preferred Qualifications

• Effective customer service skills
• A strong understanding of all Microsoft office packages, particularly Excel
• Ability to analyze and prioritize multiple responsibilities
• Travel may be required among Southeast Region business unit locations based on business needs
• The flexibility to work outside normal office hours may be required from time-to-time, and particularly during periods of high billing volume.
• Ability to use initiative and to work well under pressure to meet deadlines

Minimum Qualifications Required

•  Bachelor’s degree in Accounting, Finance or relevant field, or relevant experience in lieu of a 
  degree
• Two years of functional accounting experience
• Proficient use of applicable technology
• Able to work in team environment
• Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally

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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