Oversee client month-end and year-end close processes, prepare financial statements, audit schedules, tax forms, budgets, grant reports, and internal controls. Review reconciliations and journal entries, manage external audit coordination, supervise accounting staff, and train team members. The role also supports client billing, payables, policy development, and engagement administration while ensuring accurate and efficient financial operations.
#LI-MC1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
- Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements
- Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs
- Knowledgeable on complex accounting issues and treatment, proficient in accounting research
- Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances
- Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations
- Maintain deep understanding of the accounting operations within each assigned client
- Proficient knowledge of the clients accounting software packages
- Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client
- Lead the engagement team in preparation for clients audits as the main contact with external auditors
- Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s
- Recommend, design, and implement any necessary policy controls and procedures.
- 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, client billing, drafting of engagement letters
- Train, coach and mentor staff accountants
- Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion
- Assist in growth, development and training of staff
Minimum Qualifications
- Bachelor's degree in relevant field
- 3 years of relevant work experience
- Achieve professional certifications relative to area of expertise, must have and preserve required licenses
- Must possess analytical skills
- Proficient use of applicable technology
- 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
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.
CBIZ Boston, Massachusetts, USA Office
Boston, United States
Similar Jobs
Consulting • Financial Services
Oversee month-end and year-end close activities, including financial statements, audit schedules, and notes. Manage accounting functions such as accounts payable, accounts receivable, payroll, general ledger maintenance, and financial reporting. Ensure compliance with GAAP and client requirements, coordinate with auditors and tax accountants, recommend process improvements, maintain policies, and manage client relationships.
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Serves as the primary field representative for OnStar, connected services, loyalty programs, and subscription offerings across assigned dealerships. Builds dealer relationships, coaches sales and service teams, delivers training, analyzes performance data, develops action plans, supports product launches, troubleshoots technology platforms, and improves customer onboarding and loyalty. Requires up to 90% travel within the assigned territory and frequent dealership visits.
Top Skills:
Gm Mobile AppGoogle Built-InGoogle WorkspaceMS OfficeOnstarOver-The-Air UpdatesSuper Cruise
Fintech • Software
Leads and grows a SaaS sales team and Global Capital Markets business. Responsibilities include recruiting and coaching sales talent, developing sales strategy, managing performance and forecasts, supporting client engagements, delivering sales enablement, optimizing CRM and sales processes, and collaborating with Product and Marketing to drive revenue growth.
Top Skills:
Crm PlatformsSaaSSales Enablement Tools
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
