CAREERS AT CBIZ

APG Manager in Walnut Creek, CA at CBIZ

Date Posted: 11/16/2020

Job Snapshot

Job Description

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 on engagement deliverables (such as financial statements, tax returns, work papers, etc.); 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


• Develop overall engagement budget


• Consistently meet charge hour goals


• Responsible for billing and realization on assigned clients; explain variances


• 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; Master’s degree preferred in Accounting, Taxation or related field


• 6 years of experience in public accounting or related field


• 3 years supervisory experience


• Must have active CPA or equivalent certification


• 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

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