Outsourced Accounting Senior Associate
CBIZ
#LI-MC1 #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 QualificationsBachelor's degree in relevant field3 years of relevant work experienceAchieve professional certifications relative to area of expertise, must have and preserve required licensesMust possess analytical skillsProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyMust be able to travel based on client and business needsEssential Functions and Primary DutiesOversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statementsKeep engagement partner informed and updated on engagement progress, engagement issues, and team status and needsKnowledgeable on complex accounting issues and treatment, proficient in accounting researchResponsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variancesReview reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocationsMaintain deep understanding of the accounting operations within each assigned clientProficient knowledge of the clients accounting software packagesResponsible for recommending and enforcing the internal controls, policies, and procedures, established by the clientLead the engagement team in preparation for clients audits as the main contact with external auditorsManage the preparation of our clients 990 and tax forms and year end preparation of their 1099sRecommend, design, and implement any necessary policy controls and procedures.Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement lettersTrain, coach and mentor staff accountantsReview and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completionAssist in growth, development and training of staffPosting Date: 2026-09-16
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