Technical & Transactional Accounting Manager
#LI-CR2 #LI-Hybrid
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 22 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.
Minimum Qualifications
Bachelor's degree required
5 years of experience in related field
3 years of supervisory experience
Must have and preserve required licenses
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
Proficient use of applicable technology
Must be able to travel based on client and business needs
As a Technical Accounting Manager, you''ll play a pivotal role in delivering specialized accounting advisory services to our diverse and dynamic client base, including high-growth technology, biotechnology, professional services and consumer products companies. You''ll serve as a trusted advisor, ensuring our clients receive expert guidance and outstanding service in complex accounting and financial reporting matters.
We ideally seek a candidate located within the San Francisco Bay Area, in proximity to our CBIZ office, to support a flexible hybrid work model. However, all qualified applicants are encouraged to apply, as we remain open to remote work arrangements.
Essential Functions and Primary Duties
Work directly with clients and their external audit firms to lead and manage technical accounting advisory projects, covering areas such as revenue recognition (ASC 606), equity transactions, debt arrangements, business combinations, lease accounting (ASC 842), financial reporting, and SEC reporting
Serve as the primary client contact, managing engagements, fostering strong relationships, and proactively addressing client needs
Demonstrate a deep knowledge of the client's business and identify high-risk accounting areas
Oversee and manage project timelines, deliverables, and client communications to ensure successful outcomes
Generate written components of various reports/deliverables related to engagements
Efficiently research technical accounting topics as it pertains to the engagement
Train, mentor, and develop staff and senior staff members, promoting a culture of technical excellence, continuous learning, and professional growth
Identify and implement technology solutions and tools to streamline processes and enhance workflow efficiency
Actively participate in thought leadership initiatives, contributing to internal knowledge sharing, training, and continuous improvement activities
Supporting business development efforts through client relationships and networking
Preferred Qualifications
CPA, CFA, CIA, CISA, or CISSP certification BA/BBA/BS in Accounting, Finance or business-related field
U.S. CPA certification
5+ years related experience
Significant technical accounting experience with a strong understanding of U.S. GAAP, including revenue recognition, equity transactions, debt structures, leases, business combinations, and SEC reporting
IPO readiness or direct IPO experience highly desirable
Prior industry or operational experience in technology and/or biotechnology sectors is strongly preferred
Prior public accounting experience (Big 4 or large regional firms preferred)
Demonstrated success in managing client service, building strong relationships, and balancing multiple concurrent engagements
Tech-savvy with enthusiasm for experimenting with new technology tools and applications to optimize accounting processes and workflows
Experience identifying opportunities to integrate emerging technologies and AI tools into client service delivery and internal processes
Familiarity with workflow automation solutions (e.g., Alteryx, Power Automate, UiPath) and collaboration platforms is a plus
Knowledge of IFRS standards
Experience with technology systems / applications, such as data analytic tools or workflow automation tools.
Proficiency in MS office products, including Excel, Word and PowerPoint
Strong verbal and written communication skills
As a Technical Accounting Manager, you''ll play a pivotal role in delivering specialized accounting advisory services to our diverse and dynamic client base, including high-growth technology, biotechnology, professional services and consumer products companies. You''ll serve as a trusted advisor, ensuring our clients receive expert guidance and outstanding service in complex accounting and financial reporting matters.
We ideally seek a candidate located within the San Francisco Bay Area, in proximity to our CBIZ office, to support a flexible hybrid work model. However, all qualified applicants are encouraged to apply, as we remain open to remote work arrangements.
Essential Functions and Primary Duties
Work directly with clients and their external audit firms to lead and manage technical accounting advisory projects, covering areas such as revenue recognition (ASC 606), equity transactions, debt arrangements, business combinations, lease accounting (ASC 842), financial reporting, and SEC reporting
Serve as the primary client contact, managing engagements, fostering strong relationships, and proactively addressing client needs
Demonstrate a deep knowledge of the client's business and identify high-risk accounting areas
Oversee and manage project timelines, deliverables, and client communications to ensure successful outcomes
Generate written components of various reports/deliverables related to engagements
Efficiently research technical accounting topics as it pertains to the engagement
Train, mentor, and develop staff and senior staff members, promoting a culture of technical excellence, continuous learning, and professional growth
Identify and implement technology solutions and tools to streamline processes and enhance workflow efficiency
Actively participate in thought leadership initiatives, contributing to internal knowledge sharing, training, and continuous improvement activities
Supporting business development efforts through client relationships and networking
Preferred Qualifications
CPA, CFA, CIA, CISA, or CISSP certification BA/BBA/BS in Accounting, Finance or business-related field
U.S. CPA certification
5+ years related experience
Significant technical accounting experience with a strong understanding of U.S. GAAP, including revenue recognition, equity transactions, debt structures, leases, business combinations, and SEC reporting
IPO readiness or direct IPO experience highly desirable
Prior industry or operational experience in technology and/or biotechnology sectors is strongly preferred
Prior public accounting experience (Big 4 or large regional firms preferred)
Demonstrated success in managing client service, building strong relationships, and balancing multiple concurrent engagements
Tech-savvy with enthusiasm for experimenting with new technology tools and applications to optimize accounting processes and workflows
Experience identifying opportunities to integrate emerging technologies and AI tools into client service delivery and internal processes
Familiarity with workflow automation solutions (e.g., Alteryx, Power Automate, UiPath) and collaboration platforms is a plus
Knowledge of IFRS standards
Experience with technology systems / applications, such as data analytic tools or workflow automation tools.
Proficiency in MS office products, including Excel, Word and PowerPoint
Strong verbal and written communication skills
Remote
Skills:
Accounting, Accounting Policies, Artificial Intelligence (AI), Automation, Biotech and Pharmaceutical, Business Development, CISA - Certified Information Systems Auditor, CISSP - Certified Information Systems Security Professional, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Consulting, Continuous Improvement, Customer Service Management, Customer Support/Service, Data Analysis, Emerging Technology, External Audit, Finance, Financial Reporting, Financial Services, Generally Accepted Accounting Principles (GAAP), International Financial Reporting Standards (IFRS), Mentoring, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Presentation/Verbal Skills, Process Development, Process Improvement, Professional Services, Project Tracking, Project/Program Management, Public Accounting, Resolve Customer Issues, Revenue Recognition, Risk Analysis, SEC Filings, Sales Management, Service Delivery, Tax Accounting, Technical Accounting, Technical Delivery, Technical Leadership, Technical Research, Thought Leadership, Time Management, Willing to Travel, Work From Home, Workflow Analysis, Writing Skills
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CBIZ Inc
