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 is 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 Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.

We are seeking a highly capable and motivated individual to help us grow our Not-for-Profit and Education practice as an Audit Senior Associate II. This position will have a primary focus working on audits with some of the leading and most well-known not-for-profit schools, colleges, universities, cultural, human services as well as other exempt organizations in the area. You will be a key member of client service teams providing insight, ideas and confidence to management, boards and others who have a stake in the good stewardship of these entities. We offer a flexible workplace, outstanding national training and development opportunities in a friendly, supportive environment that we believe is second to none.

Essential Functions and Primary Duties:

• Serve as client's trusted advisor, demonstrating knowledge including industry awareness
• Lead the project management process, from resourcing planning, oversight, post project review to continuous improvement efforts more broadly
• Manage staff on projects from start to finish by collaborating, supporting, reviewing and performing the needed steps to ensure quality standards and deliverable goals are met;
• Demonstrate proficient technical skills for carrying out client projects including experience in audits and requirements associated with federal awards
• Identify issues in the client service process including proactive collaboration and communication within project team as to potential solutions
• Manage multiple client relationships and engagements simultaneously
• Consistently meet productivity and effectiveness goals
• Train and mentor staff via active listening and good communication
• Foster a team environment by demonstrating support for firm management to help build a positive culture
• Assist in new business efforts for the firm via active participation in proposals and networking as appropriate
• A willingness and commitment to continuous learning and personal development
• To assist and support firm recruiting and retention efforts becoming one of the reasons as to why people come here or stay here
• Additional responsibilities as assigned

Preferred Qualifications

• Master's degree preferred in Accounting
• Active CPA License
• Proficient use of applicable technology including Excel, Word, PowerPoint, CaseWare along other tools

Minimum Qualifications Required

• Bachelor's degree required; Masters degree preferred in Accounting, Taxation, or related field preferred
• 3 years of experience in public accounting or related field
• 1 year supervisory experience preferred
• CPA candidates preferred
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

The annual salary target for this job in this market is $85,000-$130,000. 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, 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 and much more.