Client Accounting & Advisory Services (CAAS) 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.

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 21 major markets coast to coast.

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

• Manage the engagement team and the overall engagement for each assigned client
• Manage annual budgeting process, strategic planning, and provides other consulting support in related areas such as HR, IT, etc.
• Build a thorough understanding and deep knowledge of each client's operations
• Developed expertise in complex accounting functions and guidance; develop expertise in certain areas of client's/firm's business
• Prepare/review the client billing history, engagement letters, and planning for approval by a partner
• Train and supervise senior and staff accountants to ensure that objectives are accomplished effectively and efficiently, and assist in completing these objectives when necessary
• Review workpapers and financial statements to ensure all are prepared to Marcum and client standards
• Follow and maintain work progress during the engagement in relation to budgeted time and scheduled dates of completion
• Keep the partner informed of all important developments involving the client and staff, and present any major problems that occur, with all the facts, his or her conclusions, and recommendations
• Analyze job overruns and present possible additional billing to the partner for approval as well as discuss the additional billing with the client
• Provide recommendations to clients as opportunities arise for additional Marcum services and support other business development functions for the department and organization
• Oversee annual external audit and annual budgeting process
• Responsible for the overall direction, coordination, and evaluation of senior and staff accountants
• Responsible for interviewing new staff; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and facilitating the resolution of problems
• Involved in other department-wise training and management, to include involvement on the training or onboarding committee, and other department leadership and supervisory roles
• Other functions may include private and federal grant reporting and budget drafting and modification, assisting with the transition and implementation to different accounting software or other third party providers

Preferred Qualifications

• Bachelor's Degree in Accounting, Business Administration or other related education
• Certified Public Accountant, Master of Accountancy or Master of Business Administration
• Proficient in Microsoft Excel and other Microsoft Office applications
• Proficient with various accounting software programs including but not limited to: QuickBooks, Intacct, Solomon and Great Plains

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 $165,000 - $200,000. 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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