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 Director with strong experience in public accounting as well as private experience as a controller, technical accounting role or consultant to join the organization’s team to support our New England practice. The Director will be an integral part of the accounting advisory services team primarily focused on managing and providing deep expertise on client engagements and helping build out the practice. This position offers an exciting opportunity to join a collaborative and high energy team and to directly impact the performance and success of the practice.

Essential Functions and Primary Duties:

• Provide accounting advisory support to clients, including implementation assistance with new accounting standards
• Outsourced CFO, Controller and Technical services
• Provide transaction oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures
• Write technical accounting memos for various topics such as equity versus debt classification, revenue recognition, lease accounting and other technical accounting matters
• Performs technical industry and company research utilizing online tools and publicly available information
• Supervises and performs day-to-day activities in support of consulting and technical accounting advisory projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement.
• Assist in preparation of clients internal and external financial statements including supporting schedules and required disclosures
• Assistance with audit readiness and IPO readiness
• Applying business processes, including IT and internal controls risks to a framework, COSO and Sarbanes Oxley 302 and 404 requirements;
• Develops new business relationships both internally at CBIZ and externally in the market place to help generate new business
• Organizes information to facilitate effective data access and analysis
• Develops and maintains productive working relationships with client personnel
• Generates new business with new clients and with existing clientele

Preferred Qualifications:

• Familiarity and knowledge of application of SEC rules and regulations is a plus
• Prior experience with IPOs and SPACs is a plus
• Ability to travel up to 10% of the time
• Strong technical accounting, finance, and SEC disclosure skills
• Advanced analytical and issue resolution intelligence, problem solving is essential
• Strong written and verbal communication skills
• Well-developed aptitude for quantitative and qualitative analysis
• Ability to work independently in fast-paced, multi-tasked environment
• Ability to interface with team members and client personnel in demanding, deadline-driven situations
• Ability and willingness to learn and adapt in an ever changing environment to meet client needs
• Ability to manage multiple workflows simultaneously while managing time and budget
• Prior experience managing teams and the development of others
• Proficient with PC environments and related software, including Microsoft Office applications, especially advanced skills in Excel
• Proficient use and analysis of computer models and development of dynamic spreadsheet applications
• Understanding of and experience with application and research of U.S. Generally Accepted Accounting
• Principles (“U.S. GAAP”) and relevant auditing standards required.

Minimum Qualifications Required:

• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
• 9+ years of experience in public accounting experience
• 6+ years supervisory experience
• Must have active CPA or equivalent certification
• Strategic thinking and ability to present innovative solutions
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs

The annual salary target for this job in this market is $175,000-$325,000. 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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