IT Risk & Assurance Managing Director in Boston at CBIZ

Date Posted: 1/23/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.  

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 3,000 professionals, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 10th largest accounting*, tax, and advisory services provider in the nation. Our two New England offices are located in   Boston  and   Providence  and have over 200 people, including over 35 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions. 

CBIZ & MHM is creating a SOC Center of Excellence that will support the growth of its SOC practice in both the New England region and larger CBIZ & MHM offices throughout the US.  CBIZ & MHM believes SOC services (especially SOC 2) is a major growth opportunity for the company.

Today, CBIZ & MHM in New England has the largest SOC practice in the CBIZ & MHM network and is looking to expand that business both in the New England market as well as to additional clients in larger CBIZ & MHM offices that do not have a dedicated SOC practice.  These offices include New York and Philadelphia.

Essential Functions & Primary Duties:

  • Constantly update SOC service delivery methodologies to meet AICPA and CBIZ & MHM standards and provide clients with cost-effective SOC services
  • Develop and conduct training to insure consistent delivery of SOC services
  • Develop SOC QC guidelines and oversee implementation of the SOC QC function across the company
  • Direct involvement in larger SOC engagements (engagement leader or senior advisor role)
  • Work with the Co-Leader of the SOC Center of Excellence on a variety of HR, operational and growth issues and initiatives

Preferred Qualifications:

  • 10 or more years of experience as either a Senior Manager/Director at Big 6 firm or as a Director/Principal/Partner at middle-market firm in IT Security & Risk Advisory Practice
  • Extensive experience in SOC service delivery (especially SOC 2 services) at both middle-market and larger clients
  • Some experience developing training materials and conducting classroom training
  • CPA required

Minimum Qualifications Required

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


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