Accounting Manager I Outsourced Accounting Services
CBIZ

San Francisco, California


Essential Functions and Primary Duties

  • Oversee engagement teams and manage all aspects of client engagements, ensuring exceptional service delivery to assigned clients.
  • Serve as a trusted advisor to clients; supervise and review monthly closes and all deliverables, including financial statements, annual budgets, and audit preparations.
  • Develop a deep understanding of each client's operations, systems, procedures, and internal controls to deliver tailored solutions and insightful guidance.
  • Demonstrate a strong sense of urgency, accountability, and commitment to quality in the completion of all client deliverables within deadlines.
  • Take ownership of client billing upon becoming familiar with engagement scope and budgeted hours; monitor job progress and analyze overruns, present recommendations for additional billing to the Managing Director.
  • Participate in new client development activities alongside upper management, including attending prospect meetings, contributing to presentations and proposals, and identifying cross-selling opportunities.
  • Proactively identify and address financial or operational challenges for clients, offering practical recommendations and solutions.
  • Assist with the selection, implementation, and integration of accounting software and complementary third-party systems (e.g., payroll, POS, time & billing) as needed.
  • Foster a collaborative, high-performance team environment, supporting management initiatives and promoting a positive organizational culture.
  • Train and supervise senior and staff accountants, ensuring objectives are accomplished efficiently and effectively; provide hands-on support as required.
  • Execute other responsibilities and special projects as assigned.

Preferred Qualifications
  • Master's degree in Accounting, Taxation or related field
  • Active CPA or equivalent certification
  • Proficient in Microsoft Excel and other Microsoft Office applications
  • Experience with cloud-based accounting and business systems (e.g., QBO, Sage Intacct, NetSuite, Yardi, BILL, Ramp, Gusto, Avalara), including remote collaboration tools.


Minimum Qualifications

  • Bachelor's degree
  • 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


#LI-JF1 #LI-Remote

ABOUT US

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.



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