About the role
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.
Minimum Qualifications
- High School diploma or GED required; Bachelor’s degree preferred
- 3 years of experience in related field
- Achieve professional certifications relative to area of expertise, must have and preserve required licenses Must be able to work in a team environment
- Presentation skills mandatory
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
- Must be able to travel based on client and business needs
Essential Functions and Primary Duties
- Complete all aspects of accounting engagements for clients
- Complete bookkeeping services for clients including invoice entry, paying bills, recording deposits, bank reconciliations, recording payroll transactions, general ledger account reconciliations, preparing journal entries and generating financial statements.
- Execute solid understanding of accounting principles, general tax regulation, general payroll tax reporting regulations, technology implementation procedures, etc. relative to individual client assignments
- Adhere to engagement budget constraints and complete assigned tasks within the time requested
- Strive to attain charge hour goals
- Practice in early practice development activities such as: memberships in qualified organizations capable of referring potential engagements, and business networking activities
- Execute administrative duties as assigned
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's Degree in Accounting or related field
- Proficient use of QuickBooks software
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