CAAS Sr. Consultant

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 Duties and Responsibilities

• Responsible for the month-end and year-end closing process

• Main point of contact with clients, responding to day-today requests and questions, and regarding monthly close and other operational items

• Responsible for preparing monthly financial statements, including balance sheet, income statement, statement of functional expenses, and analysis on changes in financial position and budget variances

• Trains, coaches and mentors Staff Accountants.

• Reviews and supervises Staff Accountant's monthly work including but not limited to journal entry preparation, monthly account reconciliation, accounts payable and accounts receivable activity

• Prepares/reviews reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed

• Prepares/reviews day-to-day and month end close entries including payroll, fringe, indirect, investment allocations, and grant allocations

• Integral part of the annual audit, communicating with auditors, preparing schedules, financial statements and notes, responding to auditors inquiries and follow up

• Prepares support for the annual 990 tax filing, preparing schedules and support and responding to any inquiries

• Develops and maintains a deep understanding of client's accounting operations and procedures

• Obtains an advanced working knowledge of the client's accounting software packages

• Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client.

• Assist in preparation of our clients' tax forms and year end preparation of their 1099's

• Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software

Minimum Qualifications (Education, experience, certifications)

• A Bachelor's degree in Accounting, Business Administration or other related education
• CPA or CPA Candidate
• 2-4+ years of accounting experience in Public Accounting or at a Non-Profit organization preferred.
• Demonstrated expertise of generally accepted accounting principles (GAAP)
• Proficient with various accounting software programs including but not limited to QuickBooks, Sage Intacct, Solomon, and Great Plains.
• Proficient in the use of Excel and other Microsoft Office applications.
• Strong problem solving and analytical skills and proactive initiative.
• Professionalism and relationship building skills.
• Strong verbal and written and communication skills
• Strong time management skills and the ability to work in a matrixed environment
• Ability to keep up to date with industry trends and technology developments

The annual salary target for this job in this market is 80,000-$95,000. 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.

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