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CBIZ

Audit Senior Associate | SEC

Posted 20 Days Ago
Be an Early Applicant
Hybrid
San Jose, CA
Senior level
Hybrid
San Jose, CA
Senior level
Lead and perform audit, accounting, and tax engagement tasks; review and mentor associates; manage engagement budgets, timelines, and charge hour goals; participate in client billing, practice development, and specialty practice knowledge; travel as needed for client work.
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Responsibilities

Essential Functions and Primary Duties

 

  • Complete all aspects of accounting, tax and 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

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

  • Achieve charge hour goals

  • Review associates' accounting, tax or auditing work: provide constructive review points

  • May supervise associates on engagements

  • Train and mentor associate staff

  • May be involved in the client billing process by assisting Managers or Directors

  • Identify and begin to develop knowledge in selected specialty practice

  • 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

 

 

Qualifications

Minimum Qualifications 

  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
  • 2 years of experience in public accounting or related field
  • CPA 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
About Us

CBIZ, 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.

CBIZ Irvine, California, USA Office

Irvine, United States

CBIZ Los Angeles, California, USA Office

Los Angeles, United States

CBIZ Oxnard, California, USA Office

Oxnard, United States

CBIZ West Whittier, California, USA Office

West Whittier, United States

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