Audit Senior Associate | Not-for-Profit

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.

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.

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 Audit Senior. 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:

• Coordinate the various phases of an engagement, including staff requirements, locations to be visited, job planning, scheduling, etc.
• Study and evaluate the internal controls, organization, systems or other appropriate items and prepare or review the audit program or consulting project and time budget
• Assign work to existing staff members on the basis of their knowledge and capabilities and supervise them on projects
• Evaluate work papers to determine that the audit or engagement was performed in accordance with generally accepted auditing or consulting standards
• Review with Supervisor, Manager, Director or Managing Director any significant audit or consulting findings, financial statement presentation or other matters within the purview of an accounting or consulting assignment
• Prepare or review financial statements, notes, schedules, management letters, income tax returns, reports, programs, systems, policies and procedures for discussion with the client
• Prepare constructive staff counseling/evaluation reports
• Other responsibilities as necessary

Minimum Qualifications Required

• BA or BS in Accounting, Finance or Business or equivalent
• MBA or MSA preferred
• CPA certification, preferred
• 3 years of public accounting experience or related field
• 1 year of supervisory experience preferred
• Excellent analytical, research, interpersonal, written and oral communications skills necessary;
• Demonstrated ability to self-direct, organize, prioritize and effectively manage multiple engagements
• Ability to effectively present, listen and respond to questions from clients and team members
• A self-starter with an eagerness to learn
• Proficiency in MS Word, Outlook and Excel required
• Proficiency with ProSystem FX Engagement preferred

The annual salary target for this job in this market is $80,000-$100,000. 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.