Outsourced Accounting Services | Manager

About the role

The OAS Manager will be accountable directly to clients for completing full writeup of all accounts, analysis of results, preparation of management reports and internal financial statements, coordination with other stakeholders for tax compliance and audit compliance.

Responsibilities

• Maintain accurate and timely monthly close deadlines
• Prepare and review bank, brokerage, and credit card reconciliations
• Provide clients with accurate financial information and reports to assist in business decision-making
• Identify and explain changes in GL accounts and trends
• Create and maintain strong relationships with clients through reliable service, accountability, and daily communication
• Coordinate with the tax team on requests for annual tax compliance and any support needed
• Prepare and submit annual 1099s and track W-9 compliance
• Prepare and assist with the preparation of GAAP financial statements
• Prepare client audit schedules as required
• Communicate engagement progress, issues, status, and needs to the engagement team
• Avoid non-compliance with accounting policies, procedures, and regulatory requirements
• Assist in the documentation of internal controls and processes

Requirements

• Manage multiple clients and projects simultaneously
• Show strong organizational skills and attention to detail
• Show excellent communication skills, both written and verbal
• Work independently and as part of a team
• Show strong problem-solving skills and ability to adapt to changing priorities

Preferred Qualifications

• Minimum of 4-6 years of experience in accounting, preferably in a public accounting firm or similar environment
• Expert knowledge of QuickBooks (both Online and Desktop versions) & Microsoft Excel
• Proficiency with Bill.com, Caseware or similar
• CPA designation preferred
• Strong knowledge of U.S. GAAP

Minimum Qualifications

• Bachelor’s degree
• 5 years of experience in public accounting or related field
• 3 years supervisory experience
• 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

Benefits

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Pay

Negotiable

Schedule

Full-time