Outsourced Accounting Senior Associate

Responsibilities

• Oversee the month‑end and year‑end closing process, including preparation of audit schedules, financial statements and notes to the financial statements.
• Keep the engagement partner informed and updated on engagement progress, issues, and team status and needs.
• Apply knowledge of complex accounting issues and treatment; conduct accounting research.
• Prepare monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis of changes in financial position and budget variances.
• Review reconciliations for significant balance‑sheet accounts and other general‑ledger accounts as needed; review month‑end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations.
• Maintain a deep understanding of the accounting operations for each assigned client.
• Demonstrate proficient knowledge of clients’ accounting software packages.
• Recommend and enforce internal controls, policies, and procedures established by the client.
• Lead the engagement team in preparation for client audits and serve as the primary contact with external auditors.
• Manage the preparation of clients’ Form 990 and tax forms and the year‑end preparation of their Form 1099s.
• Recommend, design, and implement necessary policy controls and procedures.
• Other duties may include, but are not limited to: budget preparation, review and modification; grant reporting to private/federal funders; drafting policies and procedures; reviewing and paying client payables in third‑party software; client billing; drafting engagement letters.
• Train, coach, and mentor staff accountants.
• Review and supervise senior and staff accountants’ monthly work, including journal entries and reconciliation reviews, ensuring accuracy and efficiency in month‑end completion.
• Assist in the growth, development, and training of staff.

Requirements

• Bachelor’s degree in a relevant field.
• Minimum of 3 years of relevant work experience.
• Professional certifications pertinent to the area of expertise; must maintain required licenses.
• Strong analytical skills.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing at all organizational levels, both internally and externally.
• Willingness to travel based on client and business needs.

Company Overview

CBIZ, Inc. (NYSE: CBZ) is a leading professional‑services advisor to middle‑market businesses nationwide. With expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights that help clients anticipate what’s next and discover new ways to accelerate growth. The firm employs more than 9,500 team members across 23 major markets. CBIZ strives to be an employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided opportunities for personal and professional growth. Together, CBIZ and CBIZ CPAs are ranked among the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm offering audit, review, and attest services, while CBIZ provides business consulting, tax, and financial services. In certain jurisdictions, CBIZ CPAs operates under its former name, Mayer Hoffman McCann P.C.