Job Information
CBIZ Accounting Tax and Advisory of New York LLC Private Client Services-Family Office Senior Manager in Morristown, New Jersey
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
- Review of general bookkeeping for individuals, trusts, investment entities, family partnerships, operating companies and foundations without supervision
- Review of monthly and quarterly financial statements including client reporting packages and ad hock reports. Familiarity with both cash basis and accrual basis financial reporting
- Have basic knowledge of alternative investment accounting and ability to record contributions, distributions, K-1 income etc.
- Ability to reconcile/record capital statement activity
- Review of bill pay and related documentation. Assist and guide staff in the interaction with vendors and client as necessary when discrepancies arise
- Monitors that tasks are assigned and completed on a timely basis and reviews workflow by working directly with the staff and seniors
- Manages multiple assignments inside an engagement
- Communicates with Partner on work status and client issues that arise
- Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
- Provide quality client service while maintaining the highest level of confidentiality
- Supervise, train and mentor staff
Qualifications Required
- Bachelor's degree in Accounting or related field required
- 10+ years of relevant work and industry experience
- 5+ years supervisory
- Must have active CPA or on track to obtain
- Strong attention to detail, organizational and communication skills
- Able to multi-task and prioritize deliverables to meet competing deadlines
- Ability to work independently and also work well with others
Software Experience- Microsoft Office 365 and QuickBooks
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CBIZ.Jobs Category: Tax
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EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement. | |
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CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.