Job Description

With over 100 offices and nearly 6,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level tax compliance, consulting and co-sourcing services to Private Equity firms of all sizes, by providing national-caliber expertise combined with highly personalized service.

CBIZ has been honored to be the recipient of several national recognitions:

• Top 101 2021 Best and Brightest Companies to Work For in the Nation
• 2021 America's Best Mid-Size Employers
• 2021 Best and Brightest Companies in Wellness
• 2022 Great Place to Work Certification
• 2022 Top Workplaces USA

CBIZ Risk & Advisory Services offers leading edge assurance and consulting services to help organizations navigate the perils of controlling a business in turbulent times. As part of CBIZ, the nation's eighth largest financial services provider in the country, CBIZ Risk & Advisory Services provides risk, internal control, internal audit, anti-fraud, and IT audit services to leading businesses across North America.

As an experienced team leader, you will develop superior relationships with the leadership and personnel of our client organizations to directly impact their success by delivering high quality services. You will have the opportunity to work with some of the most entrepreneurial companies in the nation – the fast-growing, innovative companies that are the backbone of business across America. We have a diverse client base, and our multiple locations provide you with opportunities to travel, establish new relationships, and share expertise. You have the opportunity to develop a deep understanding of your client’s business, goals and needs, and increase your functional expertise.

Our New York, NY office is currently seeking a Risk & Advisory Services Manager to work directly with one of our large banking clients. 

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
• Manage staff AND/OR DELIVER FIELDWORK on engagements; 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 organization, 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
• Manage and retain multiple client relationships, engagements and special projects     
• Consistently meet charge hour goals    
• Supervise, train and mentor staff; listen and communicate effectively
• 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-serves
• Additional responsibilities as assigned

Minimum Qualifications Required

• Bachelor’s degree required
• 7 plus years progressive experience mostly in Banking (at least 3 years).
• Must have at least one of the following certifications; CPA, CIA, CISA, CFSA, (other Banking credentials a plus).
• 6 years of experience in public accounting or related field
• Minimum 3 years of supervisory experience
• 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

Preferred Qualifications

• Fluent in Korean language (speaking and writing)
• Experience in the banking or financial services industry

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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