<p>#LI-MM2 #LI-Hybrid</p> <p>Essential Functions and Primary Duties</p> <ul> <li>Regarded as a Subject Matter Expert within business unit and shares knowledge </li><li>Make recommendations on internal department procedures </li><li>Recognize business opportunities for our clients and for CBIZ </li><li>Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team </li><li>Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met </li><li>Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development </li><li>Understand client's Qualified Plan needs </li><li>Supervise, train and mentor staff; listen and communicate effectively </li><li>Work to develop responsible, trained staff by conducting performance feedback and evaluations </li><li>Drive a team environment; demonstrate support of management decisions and builds a positive culture </li><li>Additional responsibilities as assigned </li></ul> <p>Minimum Qualifications</p> <ul> <li>Bachelor's degree required; Master's degree preferred in Accounting, Finance or relevant field </li><li>7 years experience in public accounting or related field </li><li>5 years supervisory </li><li>Must have and preserve required licenses </li><li>Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary </li><li>Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally </li><li>Proficient use of applicable technology </li><li>Must be able to travel based on business needs </li></ul>