Client Accounting and Advisory Services (CAAS) Financial Services Director

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.

Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.

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
• Top Workplaces - Financial Services Industry
• 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.

Essential Functions and Primary Duties

• Develop relationships with clients and other stakeholders
• Participates in the development of and support the client's strategic plans
• Monitor the financial performance of clients
• Compile and analyze financial reporting packages
• Prepare monthly and annual operating budgets
• Develop and manage financial controls in accordance with the company's procedures
• Communicate financial metrics to senior management
• Provide leadership and support to accounts receivable and accounts payable departments
• Prepare relevant work papers and bank reconciliations
• Prepare state and local sales tax and payroll tax returns
• Prepare financial statements for both public and private companies, including cash flow statements and note disclosure
• Research tax and GAAP issues and topics and draft technical position papers
• Regional and local travel to client locations and training courses

Preferred Qualifications

• Bachelors or Masters degree in Accounting
• CPA or CPA candidate strongly preferred
• Knowledge of Generally Accepted Accounting Principles
• Ability to problem-solve and think both creatively and logically
• A demonstrated ability to effectively organize, prioritize and manage multiple engagements under tight deadlines
• 8+ years of experience in public accounting and 4+ years in private industry (accounting Mgr., Asst. Controller, Controller) or equivalent combination of experience preferred
• Small to mid-sized company background is preferred; additional large company exposure a plus
• Knowledge/experience with QuickBooks, Xero, Sage, bill.com and receipts.com a plus

Minimum Qualifications

• Bachelor's degree required
• 8 years of experience in public accounting or related field
• 6 years of supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Proficient use of applicable technology
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proven high level of business integrity, client service and leadership skills
• Must be able to travel based on client and business needs

The annual salary target for this job in this market is $170,000- $205,000. 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, should you become a full-time team member, 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, paid holidays, paid vacation, sick leave and much more.

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