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Salary
≈ $90k – $175k per year (Estimated)
Location
Hybrid (Conshohocken, United States)
Seniority
Senior · 5+ years exp

Confirmed on the employer's own hiring board on Sep 30, 2026. First seen by Alion on Sep 22, 2026. CBIZ scores B on the Alion truth index.

Overview
Company
Impact
Profile match
CBIZ is a US professional services firm for the middle market providing accounting, tax, advisory, employee benefits, insurance, retirement plan, HR and technology services, headquartered in Independence near Cleveland, Ohio, with audit and attest work delivered through an affiliated licensed CPA firm. Listed on the New York Stock Exchange, it combines local offices across the US with national specialty practices such as its National Tax Office, and expanded its accounting business by acquiring Marcum in 2024. It hires tax and audit staff from associates to managing directors, forensic accountants, transfer pricing specialists, retirement plan administrators and account managers.

#LI-BL1 #LI-Hybrid

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

Preferred Qualifications

  • Master’s degree in Accounting, Taxation or related field

Minimum Qualifications

  • Bachelor’s degree
  • 5 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
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