Senior Manager I Engagement Quality Reviewer (EQR) in New York at CBIZ

Date Posted: 1/14/2023

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    New York
  • Job Type:
  • Date Posted:
    1/14/2023

Job Description

With over 100 offices and nearly 6,000 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:  

  • 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

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.  


We are currently seeking a full-time or part-time dedicated Engagement Quality Reviewer Director or Senior Manager to primarily oversee the quality of engagements and perform engagement quality reviews withing our CBIZ Marks Paneth division. 

In addition to performing EQR there are the expectations that such individual will assist engagement teams in learning and applying new accounting and auditing standards as applicable and assist in preparing materials and deliver training to the professional staff and Partners/Shareholders on complex assurance issues. The EQRs are expected to promote and uphold the professional standards at the highest level of integrity.  In addition, as opportunities present themselves this individual, work on internal or external client projects, provide direct client service. 

Although this is a full-time job posting, consideration of a part-time role can be considered around our business season requirements. Remote is fine. 

Essential Functions and Primary Duties:

  • Maintain steady contact with engagement team members on assigned clients throughout the business year.
  • Review financial statement drafts and applicable working papers to ensure compliance with applicable professional accounting and auditing and Firm policies and procedures.  This includes:
    • Involvement as the EQR in engagement team planning meetings.
    • Evaluate engagement documentation including, planning and audit programs, internal accounting controls, substantive testing and reporting documentation.
    • Follow the progress of the work to assist engagement teams in meeting client deadlines.
  • Be sensitive to the client’s view of our services including the conduct of the engagement.
  • Keep the Shareholder (Partner) informed on a timely basis as to all important engagement developments. They should also present to the Shareholder the major problems that occur, with all of the facts, their conclusions and recommendations.
  • Resolve problems with the Shareholder’s approval as engagements near completion.
  • Follow financial statement drafts through processing, answer any questions that arise and submit the report to the Shareholder for final approval and signature.
  • Assist the Shareholder with complex discussions with clients, the client’s attorneys, taxing agents and other parties.
  • Review AUC-260 and AUC-265 communications to clients prior to issuance.
  • Enhance the Firm’s reputation and their own by conducting seminars, making speeches and having articles published in professional journals.
  • Motivate and assist staff members in their professional development.
  • Represent the Firm in deliberations with client executives and their representatives.
  • Enhance the Firm’s reputation through excellence in practice before the professional community and regulatory agencies.
  • Develop strong relationships with employees while enhancing productivity.
  • Develop and evaluate staff
  • Communicate performance issues and concerns with appropriate employees and upper level management

    Preferred Qualifications:

    • Candidate should have recent experience serving audit, review and compilation engagements; preferably with a mid-size or regional public accounting firm serving small to middle-market based clients.   Big-4 experience a plus.
    • Familiarity with IFRS & IAS, SEC & PCAOB, Yellow Book and EBP is a plus. 
    • Experience as an EQR and/or relevant involvement in firm attest standard setting experience is also an expectation. 
    • Candidates should be prepared to meet challenging client requirements, provide value added services and should possess strong communication (both oral and written), interpersonal and analytical skills.   

    Minimum Qualifications Required:


    • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or relatedfield
    • 8 years of experience in public accounting or related field
    • 5 years supervisory experience
    • Must have active CPA or equivalent certification
    • Ability to manage all aspects of client engagements
    • Ability to manage deadlines, work on multiple assignments and prioritize each assignmentas necessary
    • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
    • Proficient use of applicable technology
    • Must be able to travel based on client and business needs

    The annual salary target for this job in this market is $136,500 - $235,000. The specific compensation for this role will be determined based on 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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