What are the responsibilities and job description for the Transaction Advisory Services Manager position at CBIZ?
Marcum 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.
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
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
- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Make recommendations on internal department procedures
- Recognize business opportunities for our clients and for CBIZ
- Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
- Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
- Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
- Understand client’s Qualified Plan needs
- Supervise, train and mentor staff; listen and communicate effectively
- Work to develop responsible, trained staff by conducting performance feedback and evaluations
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
- 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
CBIZ.Jobs Category: Advisory
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