Staff Accountant | COR2E Accounting Solutions in San Francisco at CBIZ

Date Posted: 9/23/2022

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:

  • 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 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.

Essential Functions and Primary Duties

  • Assist with preparation of the information documents and client presentations
  • Interface with clients regarding inquiries related to research and information requests
  • Perform analysis using department specific templates
  • Maintain and update data on market trends, competitor analysis and other business intelligence
  • May lead and complete ad hoc projects as assigned
  • Additional responsibilities as assigned

Preferred Qualifications

  • Processing client payables and receivables.
  • Assisting with bank and credit card reconciliations.
  • Assisting with monthly closing duties for a collection of clients.
  • Assisting with seasonal report preparations: sales and use taxes, business personal property tax filings, etc.
  • Observe current practices and recommend time-saving procedural changes.
  • Recommend changes to current SLD practices or systems to boost productivity and minimize or eliminate manual entries.
  • Proactively anticipate clients’ needs and propose solutions to current or future challenges.
  • Manage monthly tasks for a portfolio of client engagements
  • Demonstrated quality of work product
  • Strong communication skills (verbal and written)
  • Strong Excel skills
  • Positive attitude
  • Resourceful and proactive – will internally seek guidance or independently research unfamiliar topics as they arise
  • 4-year college degree
  • BS in Accounting or related field

Minimum Qualifications Required

  • Bachelor’s degree
  • 1 year of relevant experience
  • Must be able to work in a team environment
  • 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


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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.