Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: FS214 With over 120 offices and nearly 7,000 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 has been honored to be the recipient of several national recognitions for 2023: Best and Brightest Companies to Work for in the Nation Top Workplaces USA Top Workplaces - Financial Services Industry Best and Brightest Companies in Wellness Great Place to Work Certification Location Details While this position is tied to our headquarters in Cleveland, OH; we are open to qualified candidates in or around the following locations: Akron (OH), Atlanta (GA), Boca Raton (FL), Boston (MA), Chicago (IL), Colorado Springs (CO), Denver (CO), Indianapolis (IN), Kansas City (MO), Los Angeles (CA), Memphis (TN), Minneapolis (MN), New York (NY), Philadelphia (PA), Phoenix (AZ), Providence (RI), Salt Lake City (UT), San Francisco (CA), Seattle (WA), and Tampa (FL). Essential Functions and Primary Duties Regarded as a Subject Matter Expert within business unit and shares knowledge Make recommendations on internal department procedures Recognize business opportunities for our clients and for CBIZ Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development Understand client's Qualified Plan needs Supervise, train and mentor staff; listen and communicate effectively Work to develop responsible, trained staff by conducting performance feedback and evaluations Drive a team environment; demonstrate support of management decisions and builds a positive culture Additional responsibilities as assigned Preferred Qualifications Master's degree in Accounting, Taxation or related field Minimum Qualifications Bachelor's degree required 8 years experience in public accounting or related field 5 years supervisory Must have active CPA or equivalent certification Ability to manage all aspects of client engagements Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary 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 business needs Compensation Details The annual salary target for this job in this market is $115,000-$200,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. The application window is anticipated to close on or before June 1, 2024. We do encourage that you apply to this position as soon as possible. CBIZ.Jobs Category: Financial Services REASONABLE ACCOMMODATION If yo