Audit Senior Associate II - Employee Benefit Plans
Company: CBIZ
Location: Providence
Posted on: November 18, 2023
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Job Description:
With over 120 offices and nearly 7,000 associates throughout the
U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee
business services to organizations of all sizes, as well as
individual clients, by providing national-caliber expertise
combined with highly personalized service delivered at the local
level.--------- --
CBIZ has been honored to be the recipient of several national
recognitions:--------- --------- --
Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as
one of the top providers of accounting services in the United
States. MHM is an independent CPA firm that provides audit, review
and attest services, while CBIZ provides business consulting, tax
and financial services.------ --
Our two New England offices, located in Boston, MA and Providence,
RI have more than 270 professionals. Our depth of resources and
services are uniquely suited to support the growth and success of
our private and public company, not-for-profit, and high-net-worth
individuals and family group clients. We are also proud of our
strong company culture. In 2022, our offices were recognized by
several local and national business journals as a Best Place to
Work, including the Boston Globe, Boston's Best and Brightest,
Providence Business Journal, and Forbes.
We are seeking candidates whose primary roles would be in our year
round ERISA audit practice.-- Our New England office services over
170 Plan audits consisting of 401(k), 401(a), 403(b), Defined
Contribution, ESOP and Defined Benefit Plans for a variety of
companies and organizations in a wide range of industries.
Essential Functions and Primary Duties
--------- Serve as client's trusted advisor, demonstrates knowledge
of industry trends, identify client issues and conflicts;
proactively communicate solution options to client and team
--------- Demonstrated knowledge of audits of all types of
retirement plans, including, 401(k), 403(b), 401(a), Defined
Contribution, Defined Benefit and ESOP
--------- Manage staff on engagement deliverables (such as
financial statements, work papers, etc.); complete technical and
strategic reviews as a member of the final engagement review team
to ensure quality control standards are met; ensure on time
delivery and on budget
--------- Demonstrate proficient technical skills for handling all
client responsibilities, including knowledge of trends, industries,
alternatives, etc.
--------- Understand the client's plan provisions, procedures and
internal policies
--------- Responsible for new client development in partnership
with upper management; participate in client meetings,
presentations and proposal development and meet individual
cross-serve goals
--------- Manage and retain multiple client relationships,
engagements and special projects
--------- Consistently meet personal charge hour goals
--------- Responsible for job budgeting, billing and realization on
assigned clients
--------- Supervise and develop staff within the niche
--------- Supervise and develop off-shore staff
--------- Foster a team environment; demonstrates support of
management and decisions and build a positive culture
--------- Participate in practice development activities that lead
to the generation of new business and the opportunities for
cross-serve sales
--------- Additional responsibilities as assigned
Minimum Qualifications Required
--------------- Bachelor's degree required; Master's degree
preferred in Accounting, Taxation or related field
--------------- 3 years experience in public accounting or related
field
--------------- 1 years supervisory experience
--------------- CPA candidates preferred
--------------- Ability to manage all aspects of client
engagements
--------------- Demonstrated ability to communicate verbally and in
writing throughout all levels or organization, both internally and
externally
--------------- Must be able to travel based on client and business
needs
--------------- Proficient use of applicable technology
The annual salary target for this job in this market is
$85,000-$130,000. The specific compensation for this role will be
determined based on the 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 insurance, health care and dependent care reimbursement
accounts, certification incentives, education assistance, referral
program and much more.
Keywords: CBIZ, Providence , Audit Senior Associate II - Employee Benefit Plans, Accounting, Auditing , Providence, Rhode Island
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