Job Purpose / Objective:
Company: CBIZ
Location: Walnut Creek
Posted on: September 21, 2023
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Job Description:
tabindex='0' class='col-xs-12 col-sm-12 col-md-12 row'
style='max-width: 100%;'> 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
The hourly rate for this job in this market is $25.00-$150.00. The
specific compensation for this role will be determined based on the
education, experience, and skill set of the individual selected for
this position.--
The compensation above is not representative of an employee's total
compensation. Beyond income, 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 and much more.
Keywords: CBIZ, Walnut Creek , Job Purpose / Objective:, Other , Walnut Creek, California
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