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Job Details

Financial Services

Company name
CBIZ, Inc.

Providence, RI, United States

Employment Type


Posted on
Jan 08,2019

Valid Through
Apr 23,2019


With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting in the United States. With more than 100 offices and more than 4,000 professionals, we serve the country’s growing mid-market public and private businesses. MHM provides high quality audit and attest services while closely associated CBIZ provides all other accounting, tax and consulting services.

CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 10th largest accounting*, tax, and advisory services provider in the nation. Our two New England offices are located in




and have over 200 people, including over 35 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions.

We serve private and public companies in more than a dozen industries; not-for-profit organizations; and high net-worth individuals and family groups. When you choose CBIZ & MHM New England, you get proactive, accessible professionals who communicate in understandable terms, and deliver practical solutions on time, with no surprises, to help your organization thrive.

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

Minimum Qualifications Required

Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field

6 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

Are you a returning applicant?

Company info

CBIZ, Inc.
Website :

Company Profile
CBIZ enables you to dedicate your time to critical business matters by providing custom solutions that help you manage your finances and employees. We offer clients exceptional quality and diverse capabilities in Accounting and Tax, Insurance, Payroll and Human Resources, as well as a suite of specialized consulting services and solutions – all with a single focus: your success.

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