Senior Manager | Outsourced Accounting Solutions (OAS/CAAS)

Job Description

#LI-JF1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

• Lead, develop, and mentor managers and staff, fostering a high-performing, accountable team culture.
• Partner with Directors, Senior Managers, and Managers across the region to standardize delivery processes, optimize technology utilization, and drive consistent quality and client satisfaction.
• Lead process optimization initiatives across client engagements to drive efficient monthly close cycles, ensure accurate and timely balance sheet reconciliations, and maintain high-quality technical accounting across cash, accrual, and GAAP reporting frameworks.
• Drive consistency and scalability across engagements by standardizing workflows, best practices, and delivery models.
• Collaborate with leadership on practice development and growth initiatives, including supporting cross-selling efforts and participating in business development activities such as scoping and involvement with proposals.
• Champion the effective adoption and continuous optimization of leading cloud-based technologies (e.g., QuickBooks Online, Gusto, Bill.com), including staying current on new features and capabilities.
• Support national OAS initiatives, governance, and technology alignment to ensure consistency with firm-wide strategy and operating standards.

Preferred Qualifications

• Proven leadership experience managing teams
• Strong knowledge of GAAP and financial reporting
• Experience with cloud accounting platforms
• Strong communication and client advisory skills
• Experience with AI tools preferred
• CPA, CMA, CGMA or similar certification preferred

Qualifications

Minimum Qualifications

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 5 years supervisory
• Ability to manage all aspects of client engagements
• 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
• Availability to travel based on 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.