Audit Manager - Cbiz

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 for 2023:      

• Best and Brightest Companies to Work for in the Nation  
• Top Workplaces USA  
• America's Best Mid-Size Employers  
• Best and Brightest Companies in Wellness  
• Great Place to Work Certification

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.

CBIZ Somerset is always looking for smart, ambitious, friendly people for our offices located in Indianapolis, Fort Wayne and Michigan City! As an Audit Manager at CBIZ Somerset, your impact goes beyond theory and compliance. You have the ability to make a difference and advance your career through demonstrated leadership, welcoming new challenges, and recognizing the potential in others.

Essential Functions and Primary Duties

The Audit Manager is responsible for supervising, directing, and reviewing the results through the delegation of tasks throughout the planning, field work and “wrap-up” stages of an Audit client engagement. In this role, the Assurance Manager is charged with marketing, networking and business development within an area of expertise, as well as the responsibility of ensuring engagement profitability involving billings and collections. Additional responsibilities of the Audit Manager will include:

• Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• 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 organization, 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
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• 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-served
• Additional responsibilities as assigned

Preferred Qualifications

• 5-7 years of public accounting experience
• Bachelor's degree in accounting or finance
• CPA license
• Demonstrated technical abilities in select areas (audit, accounting, regulatory, compliance, etc.)
• Experience with audit planning, field work, and audit reporting; preparing reports, and communicating findings and recommendations to engagement managers
• Passion for maintaining/building client relationships, managing client expectations, while demonstrating knowledge of client businesses
• Experience managing multiple clients, budgets and production goals
• Ability to travel overnight

Minimum Qualifications

• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
• 6 years of experience in public accounting or related field
• 3 years supervisory experience
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

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