Job Description
#LI-OD1 #LI-Hybrid
Essential Functions and Primary Duties
- Has supervisory responsibility for incumbents in higher level professional roles and/or directs work through subordinate team leaders, supervisors or managers
- Leads efforts to provide third-party administration to an assigned block of clients
- Capitalize on and grow individual talent
- Evaluate individual performance fairly
Identify opportunities that challenge and encourage the development of people
- Provide regular feedback; acknowledge success and the need for improvement
- Develop and support individual career plans
- Achieve organizational objectives through the coordinated achievements of subordinate staff
- Develop and create ideas, processes and approaches that shape the future
- Act to address current issues and determine future priorities; creates a culture of accountability
- Focus efforts on fulfilling customer expectations by seeking insight into customer needs and developing solutions that provide value for the customer
- Additional responsibilities as assigned
Preferred Qualifications
- Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA), or similar
- Experience performing work that requires initiative and leadership skills
- Experience in coaching and teaching others
- Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes
- Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail
- Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds
Minimum Qualifications
- High School Diploma or GED required; Bachelor's degree preferred
- Over 7 years' experience in area of expertise with increasing complexity
- At least 5 years' experience supervising and leading staff
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrate industry experience and technical knowledge in area of expertise
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Expert knowledge of state and federal legislation and regulations impacting discipline
- Expertise in managing clients
- Advanced problem solving and critical thinking skills
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.