Overview As part of CBIZ's accounting and advisory practice, you will oversee month-end and year-end closes and coordinate with audit teams to deliver accurate financial statements. You'll guide engagement teams, assess complex accounting issues, and ensure robust internal controls for client organizations. This role blends technical accounting, client service, and staff development to support growth and trusted financial reporting. You'll work across cross-functional teams to drive high-quality deliverables and client success.
Responsibilities- Oversee month-end and year-end closing processes and prepare audit schedules and financial statements
- Keep engagement partner informed on progress, issues, and team needs
- Address complex accounting matters and perform accounting research
- Prepare monthly financial statements and analyses including budget variances
- Review reconciliations and month-end entries (payroll, fringe, allocations, grants)
- Maintain deep understanding of client accounting operations and software
- Recommend and enforce internal controls and procedures for clients
- Lead engagement teams and serve as main contact with external auditors
- Manage preparation of tax forms (990, 1099s) and policy/controls improvements
- Train, coach, and mentor staff accountants
- Review and supervise monthly work and ensure accuracy in closing
- Assist in growth, development and training of staff
Key requirements- Bachelor's degree in relevant field
- 3 years of relevant work experience
- Must possess and maintain professional licenses/certifications relevant to area
- Strong analytical skills
- Proficient use of applicable technology
- Excellent verbal and written communication across all levels
- Ability to travel as needed
- oral and written communication
- leadership and mentoring
- collaboration across teams
- accounting research and complex accounting issue resolution
- proficiency with client accounting software
- internal controls design and enforcement
