Audit Senior Associate | Plans

Position: Audit Senior Associate | Employee Benefit Plans
#LI-HS1 #LI-HybridCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

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.

Minimum Qualifications Bachelor's degree required;
Master's degree preferred in Accounting, Taxation or related field preferred2 years of experience in public accounting or related fieldCPA candidates preferred

Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

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

Essential Functions and Primary Duties Complete all aspects of Employee Benefit Plan audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required.

Demonstrate understanding of the client’s business including analysis and planning of client engagements.

Cultivate strong working relationships with clients.

Identify and communicate audit issues, technical matters and improvement opportunities with senior associates, managers and partners to resolve client issues discovered during the audit process.

Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs.

Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed

Achieve charge hour goals

Review associates’ auditing work: provide constructive review points

Supervise associates on engagements

Train and mentor associate staff

May be involved in the client billing process by assisting Managers or Directors Develop specialty knowledge of applicable ERISA regulations and audit standards, attend industry training as assigned

Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements

Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements

Execute administrative duties as assigned

Additional responsibilities as assigned

Preferred Qualifications Master's degree in Accounting, Taxation or related field

Experience supervising employee benefit plan auditsCPA candidate

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