Project Supervisor

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.

Essential Functions and Primary Duties

• Communicate directly with clients to collect information, such as engagement letters, Third-Party Authorizations, 7216s, and POAs
• Participate in select client meetings alongside Directors and Managing Directors; document action items, receive, index and route documents received to document management systems and manage deliverables through completion.
• Manage client deliverable timelines and expectations, ensuring regular communication and status updates via email, phone, and virtual platforms.
• Serve as liaison between clients and engagement teams verifying final deliverables.
• Troubleshoot delivery issues and educate clients on firm systems, document sharing, and timelines to support timely completion.
• Manage, triage, and prioritize a high volume of electronic communications (Outlook, Teams) for multiple managing directors.
• Assist Directors and Managing Directors with client onboarding to ensure the accuracy and timeliness of the process.
• Master firm workflows and software systems (e.g., Practice Engine, CCH Axcess, Adobe, Concur, Docuware, Amelio, Caseware, etc. to proactively address bottlenecks and ensure deadlines are met.
• Coordinate internal and external events, meetings, and training logistics.
• Support internal communication by establishing regular check-ins and updates with teams.
• Collaborate with regional and national operations teams to produce, format, and edit letters and other client documentation as needed
• Utilize firm software to access and save data and documents in electronic format
• Provide first-level support for team members' technology and process related questions.
• Coordinate engagement priorities and project timelines with internal Resource Management and scheduling teams.
• Master internal processes and systems to ensure every task moves smoothly from start to finish. Proactively seek solutions when process bottlenecks or system issues occur.
• Ensure collaboration and connection on shared tasks across industry and service line teams.
• Update various tracking systems to ensure all projects are properly filed, including generating reports as needed.
• Management of various special projects, including working with others to ensure quality and timely completion.

Preferred Qualifications

• Three to five years of demonstrated success in managing projects and providing high-level administrative support.
• Prior experience working in the public accounting industry strongly preferred.
• Excellent attention to detail and superior customer service and interpersonal skills
• Advance knowledge of Microsoft Office programs
• Advance professional written and verbal communication skills
• Discrete concerning confidential or sensitive information
• Ability to work in the office daily
• Ability to demonstrate professionalism when working with internal staff and clients
• High attention to detail and accuracy
• Resourceful and a team player
• Ability to effectively multitask, prioritize and manage workflow for multiple team members and projects.

• Ability to work effectively in a fast-paced environment and proactively anticipate the needs of others.

Minimum Qualifications

• HS diploma or GED required; Bachelors degree in Business, Economics, Statistics or relevant field preferred
• 3 years of relevant experience
• Must possess analytical skills
• Must be able to comprehend, manipulate and interpret statistical data
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

• Proficient use of applicable technology

The annual salary target for this job in this market is $102,000-$150,000. 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 employees 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.

The application window is anticipated to close on or before September 30, 2025. We do encourage that you apply to this position as soon as possible.

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