Technical & Transactional Accounting Senior Consultant (San Francisco)

Technical Accounting Senior Consultant

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.

About the Role

As a Technical Accounting Senior Consultant, you'll play a key role in delivering specialized accounting advisory services to our dynamic client base, including high-growth technology, biotechnology, professional services, and consumer products companies. You'll support our clients through complex accounting and financial reporting matters while working alongside senior leaders and mentoring junior team members.

Essential Functions and Primary Duties

Support and manage technical accounting advisory projects involving revenue recognition (ASC 606), stock-based compensation, business combinations, goodwill, leases (ASC 842), and financial reporting

Assist in drafting financial statements, preparing footnotes, and performing quarterization procedures including flux analysis and support for cash flow reporting

Set up and review workpapers and calculations related to ASC 340-40, earnings per share, stock-based compensation, and internally developed software

Perform technical research using resources such as FASB Codification, SEC / EDGAR, Intelligize, and Big 4 guidance to support client deliverables

Draft components of technical accounting memos and other workpapers with supervision

Lead assigned workstreams or components of a project, managing internal timelines and contributing to overall project success

Collaborate with client personnel and internal team members to deliver high-quality outcomes and maintain strong client relationships

Mentor and review work of Staff Consultants, providing feedback and supporting their development

Identify opportunities to improve client processes and suggest practical solutions

Participate in training sessions, internal initiatives, and knowledge sharing activities

Preferred Qualifications

Bachelor's degree in Accounting, Finance, or a related field required; CPA or progress toward CPA strongly preferred

MBA / MS / MA degree is a plus

3+ years of relevant experience in public accounting, consulting, or a corporate accounting role

Strong knowledge of U.S. GAAP, with exposure to ASC606, ASC 842, ASC 805, ASC 340-40, and stock-based compensation

Knowledge of IFRS standards is a plus

Prior experience drafting financial statements and technical memos is preferred

Ability to manage components of client engagements and meet deadlines with limited supervision

Experience with accounting software tools such as NetSuite, Carta, and Workiva is a plus

Experience working with AI-powered tools or data analytics platforms to enhance decision-making or streamline workflow processes

Demonstrated ability to quickly learn and adapt to new technologies, tools, and platforms relevant to accounting and financial reporting

Innovative mindset with a track record of proposing or implementing tech-enabled improvements in accounting or reporting environments

Strong Excel skills and familiarity with data analysis or workflow tools is desirable

Excellent verbal and written communication skills, with the ability to explain technical concepts clearly

Strong organizational skills and attention to detail

Proficiency in MS office products, including Excel, Word and PowerPoint is required

Minimum Qualifications

Bachelor's degree required

3 years of experience in related field

Must be able to work in a team environment

Presentation skills mandatory

Must possess analytical skills

Proficient use of applicable technology

Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally

Must be able to travel based on client and business needs

Work Location

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.

The annual salary target for this job in this market is $90,000-$130,000. 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.