Transaction Advisory Services Manager - CBIZ : Job Details

Status Category: Full-TimeExempt/Non-Exempt: ExemptScheduled Hours Per Week: 40Job Code: FS213AVMarcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on. Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.

CBIZ has been honored to be the recipient of several national recognitions for 2023:

• Best and Brightest Companies to Work for in the Nation
• Top Workplaces USA
• Top Workplaces - Financial Services Industry
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

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.

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

Minimum Qualifications Required

• Bachelor's degree required
• 6 years of experience in related field
• 3 years of supervisory experience
• Must have and preserve required licenses
• 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
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

The annual salary target for this job in this market is $127,000-$153,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

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CBIZ.Jobs Category: Advisory

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