With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.
CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States. With more than 35 offices and more than 2,000 professionals, we serve the country s growing mid-market public and private businesses. MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.
CBIZ & MHM New England (formerly CBIZ Tofias) is part of the 10th largest accounting*, tax, and advisory services provider in the nation. Our two New England offices are located in Boston and Providence and have over 200 people, including over 35 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions.
We serve private and public companies in more than a dozen industries; not-for-profit organizations; and high net-worth individuals and family groups. When you choose CBIZ & MHM New England, you get proactive, accessible professionals who communicate in understandable terms, and deliver practical solutions on time, with no surprises, to help your organization thrive.
Essential Functions & Primary Duties
Expand revenue of existing clients
Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
Manage practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing personal marketing plan
Serve as key client contact; viewed as trusted business advisor by clients
Ensure quality control standards are met
May work directly with clients and manage staff
May be internal advisor on technical matters as a Subject Matter Expert
May be a member of the Senior Operations Management Team
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned
5-9 years experience, CPA or JD, preferably from a Big 4 or similar environment,
Focused on SALT including income / franchise, sales/use, with intermediate level skills in other SALT areas (property, payroll, etc.)
Experience / interest in another area of the tax law is a plus (i.e. international, federal, R&D, etc),
Strong ability to juggle multiple tasks, with complete attention to detail,
Strong interpersonal skills, including ability to manage client relationships,
Strong technical ability including research, writing and critical thinking to determine client solutions,
Ability to handle a variety of projects and situations including state tax exams focusing on income/franchise, and sales/use tax,
Strong project manager and communicator, comfortable leading client / technical situations.
Bachelor s degree required; Master s degree preferred in Accounting, Taxation or related field
8 years of experience in public accounting or related field
6 years supervisory experience
Must have active CPA or equivalent certification