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. Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.
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.
Preferred Qualifications
- Master’s degree in Accounting, Taxation or related field.
Minimum Qualifications Required
- Bachelor’s degree.
- 6 years of experience in public accounting or related field.
- 3 years supervisory experience.
- Must have active CPA or equivalent certification.
- 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.
- Must be able to travel based on client and business needs.
- Proficient use of applicable technology.
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