Senior Manager - Kansas City, United States - CBIZ

    CBIZ background
    Full time
    Description

    With over offices and nearly 7, 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 :

  • 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
  • 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 clients 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
  • Qualifications Required

  • Bachelors 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
  • #LI-PW1 #LI-Hybrid