Manager | Talent Solutions (Seasonal)

CBIZ · San Francisco, CA, United States

Posted about 2 months ago

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Skills

Client managementTax returnsFinancial statementsPractice developmentProposal developmentStaff supervisionBudget developmentCharge hour goalsBilling and realizationCross-serves

Job description

#LI-DNI

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

  • Manage staff on engagement deliverables (such as financial statements, tax returns, 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-serves

  • Additional responsibilities as assigned


 

Minimum Qualifications

  • Bachelor's degree
  • 5 years of experience in related field
  • 3 years of supervisory experience
  • Must have and preserve required licenses
  • 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
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs

 

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