Audit Concurring Reviewer Partner in San Diego, CA at CBIZ

Date Posted: 9/20/2021

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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 (and its affiliate, MHM) has been honored to be the recipient of several national recognitions:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

This MHM shareholder level position will work under the direction of the California Local Office Attest Practice Leader with a dotted line reporting responsibility to the National Director of Quality Control. This individual will work within the assigned office and will partner with the local Senior Managing Director and Attest Practice Leader(s) on implementation and observance of all Attest Quality Control matters. This is a full time or part time position and can be remote.

Essential Functions and Primary Duties

  • Serve as an Engagement Quality Reviewer (EQR) (aka concurring reviewer partner) on some of the office’s largest and most complex engagements.
  • Serve as a resource in the local office to maintain our attest practice quality, primarily on engagements to audit SEC reporting and privately held commercial entities.
  • Responsible for local short-term and long-term quality control planning; identifying opportunities for process improvements for assigned office(s). 
  • Work with National Director of Quality Control and MHM Executive Team in identifying quality control best practices to ensure efficiency, integrity, and effectiveness of processes.
  • Assist the SMD, APL and Regional APL in the evaluation of attest personnel as it relates to the quality component of their performance evaluation/scorecard.
  • Signing audit opinions not required, primarily an EQR role

Preferred Qualifications

  • A minimum of 15 years of experience in public accounting field, including 5 years at Senior Management level
  • 10 years of experience working directly with PCAOB client engagements
  • Strong working knowledge of Sarbanes-Oxley Act, PCAOB rules and bylaws, the PCAOB code of ethics, and professional standards
  • Strong working knowledge of GAAP and GAAS
  • Previous experience working with multiple locations, performing quality reviews, and providing management of processes remotely is a plus
  • Previous experience working in a matrix organizational structure is a plus

Minimum Qualifications Required

  • Bachelor’s degree required
  • 15 years of experience in public accounting or related field
  • 6 years as an Audit Partner or equivalent experience
  • Must have active CPA or equivalent certification
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proven high level of business integrity, client service and leadership skills


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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.



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