Technical & Transactional Accounting Manager

#LI-CR2 #LI-Hybrid #CBIZAdvisory

As a Technical Accounting Manager, you'll play a pivotal role in delivering specialized accounting advisory services to our diverse and dynamic client base, including high-growth technology, biotechnology, professional services and consumer products companies. You'll serve as a trusted advisor, ensuring our clients receive expert guidance and outstanding service in complex accounting and financial reporting matters.

We ideally seek a candidate located within the San Francisco Bay Area, in proximity to our CBIZ office, to support a flexible hybrid work model. However, all qualified applicants are encouraged to apply, as we remain open to remote work arrangements.

Essential Functions and Primary Duties

• Work directly with clients and their external audit firms to lead and manage technical accounting advisory projects, covering areas such as revenue recognition (ASC 606), equity transactions, debt arrangements, business combinations, lease accounting (ASC 842), financial reporting, and SEC reporting

• Serve as the primary client contact, managing engagements, fostering strong relationships, and proactively addressing client needs

• Demonstrate a deep knowledge of the client’s business and identify high-risk accounting areas

• Oversee and manage project timelines, deliverables, and client communications to ensure successful outcomes

• Generate written components of various reports/deliverables related to engagements

• Efficiently research technical accounting topics as it pertains to the engagement

• Train, mentor, and develop staff and senior staff members, promoting a culture of technical excellence, continuous learning, and professional growth

• Identify and implement technology solutions and tools to streamline processes and enhance workflow efficiency

• Actively participate in thought leadership initiatives, contributing to internal knowledge sharing, training, and continuous improvement activities

• Supporting business development efforts through client relationships and networking

Preferred Qualifications

• CPA, CFA, CIA, CISA, or CISSP certification BA/BBA/BS in Accounting, Finance or business-related field

• U.S. CPA certification

• 5+ years related experience

• Significant technical accounting experience with a strong understanding of U.S. GAAP, including revenue recognition, equity transactions, debt structures, leases, business combinations, and SEC reporting

• IPO readiness or direct IPO experience highly desirable

• Prior industry or operational experience in technology and/or biotechnology sectors is strongly preferred

• Prior public accounting experience (Big 4 or large regional firms preferred)

• Demonstrated success in managing client service, building strong relationships, and balancing multiple concurrent engagements

• Tech-savvy with enthusiasm for experimenting with new technology tools and applications to optimize accounting processes and workflows

• Experience identifying opportunities to integrate emerging technologies and AI tools into client service delivery and internal processes

• Familiarity with workflow automation solutions (e.g., Alteryx, Power Automate, UiPath) and collaboration platforms is a plus

• Knowledge of IFRS standards

• Experience with technology systems / applications, such as data analytic tools or workflow automation tools.

• Proficiency in MS office products, including Excel, Word and PowerPoint

• Strong verbal and written communication skills

Minimum Qualifications 

• Bachelor’s degree required 

• 5 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, 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.