Job Description

#LI-HS1 #LI-HybridCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Minimum Qualifications Bachelor’s degree 5 years of experience in public accounting or related field3 years supervisory experienceAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technologyEssential Functions and Primary DutiesObtaining and maintaining a thorough understanding of financial reporting, balance sheet reconciliations and general ledger structureManaging a client base for weekly, monthly, quarterly, and annual accounting services and special projects and ensuring timely reportingDeveloping and maintaining relationships with internal staff and clientsOccasionally working remotely with clients at their off-site locations to facilitate their financial reporting needsAdhere to engagement budget constraints and complete assigned tasks with the time requestedProviding various training and support for other team members of the client accounting and advisory group and other firm departmentsPreparation and/or review annual 1099 formsKnowledge of QuickBooks Online and multiple QuickBooks editions, further achieving ProAdvisor status within 1 year of hire dateProficient with Microsoft Office Suite including Excel, Word, PowerPoint and OutlookFamiliarity with payroll processing and processing of payroll via third-party payroll providersExcellent communication skills (both verbal and written), and the ability to work well in a team environmentReviewing staff level projects primarily for internal use financial statementsIn office at least 3 days per weekAdditional responsibilities as assignedPreferred QualificationsCombination of experience in public and private accounting a plusKnowledge and understanding of GAAP, Cash Basis Accounting, Tax Accounting, and DepreciationExperience with other accounting and ERP software, such as NetSuite, Intacct, and Dynamics a plusAttending networking and marketing eventsAbility to maintain a high level of confidentiality and ethicsPosting Date: 2026-07-13

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