#LI-AM1 #LI-Hybrid #CBIZAdvisory 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 Preferred Qualifications • Master's degree in Accounting, Taxation or related field Minimum Qualifications • Bachelor's degree • 5 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