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APG Manager

Company: CBIZ
Location: Walnut Creek
Posted on: April 25, 2021

Job Description:



Job Purpose / Objective:

--- Provide service to clients; manage and develop staff

Essential Functions and Primary Duties:

--- Serve as client's trusted advisor, demonstrates knowledge of industry trends, identifyclient 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 finalengagement 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; participatein 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 businessand 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

Keywords: CBIZ, Walnut Creek , APG Manager, Executive , Walnut Creek, California

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