Senior Manager | Accounting Advisory Services in Boston at CBIZ

Date Posted: 11/23/2022

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Boston
  • Job Type:
  • Date Posted:
    11/23/2022

Job Description

With over 100 offices and nearly 6,000 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: 

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

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 240 people, including over 40 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. Our specialists, skilled in accounting and auditing, tax, and a range of consulting services, are dedicated to supporting the growth and success of our clients.  We serve private and public companies in more than a dozen industries; sophisticated not-for-profit organizations; and high net worth individuals and family groups.  

Essential Functions and Primary Duties:

  • Provide accounting advisory support to clients, including implementation assistance with new accounting standards
  • Outsourced Controller, Accounting Manager and Senior Accounting work
  • 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
  • Develops work plans and executes analyses to assess complex questions of fact, assists in preparing reports and schedules summarizing findings that will be delivered to clients and other parties
  • 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
  • Applying business processes, including IT and internal controls risks two a framework, COSO and Sarbanes Oxley 302 and 404 requirements
  • Applies accounting, financial, and analytical skills to various client situations and practice disciplines, such as detailed reviews of financial statements and underlying accounting records, preparation of complex cash flow projections, and preparation of worksheets to model business processes
  • Develops new business relationships both internally at CBIZ and externally in the market place to help generate new business
  • Develops and maintains productive working relationships with client personnel

Preferred Qualifications:

  • Ability to travel up to 10% of the time
  • Prior experience with IPOs and SPACs is a plus
  • 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:

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
  • 8 years of experience in public accounting or related field
  • 6 years 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
  • Proficient use of applicable technology

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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