Audit Senior | Financial Institutions
CBIZ, Inc. - Boston, MA
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CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.Essential Functions and Primary DutiesComplete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as requiredDemonstrate understanding of the client’s business including analysis and planning of client engagementsAdhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when neededAchieve charge hour goalsReview associates' accounting, tax or auditing work: provide constructive review pointsMay supervise associates on engagementsTrain and mentor associate staffMay be involved in the client billing process by assisting Managers or DirectorsIdentify and begin to develop knowledge in selected specialty practiceLeverage industry knowledge and business acumen blending cross serve opportunities into client engagementsParticipate in practice development activities such as: membership in qualified organizations capable of referring potential engagementsExecute administrative duties as assignedAdditional responsibilities as assignedPreferred QualificationsMaster’s degree in Accounting, Taxation or related fieldPreferred engagement experience within the financial institution industryMinimum Qualifications RequiredBachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred2 years of experience in public accounting or related fieldCPA candidates preferredAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on client and business needsThe annual salary target for this job in this market is $84,000-$110,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position.The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability#LI-RP1 #LI-Hybrid #J-18808-Ljbffr
Created: 2025-09-17