What are the responsibilities and job description for the Technical & Transactional Accounting Manager position at CBIZ?
Technical & Transactional Accounting Manager
San Francisco, CA, United States and 1 more (Hybrid)
Job Info
Job Identification
5452
Posting Date
04/24/2026, 04:28 AM
Job Schedule
Full time
Locations
275 Battery Street, Suite 1000, San Francisco, CA, 94111, US
10474 Santa Monica Blvd Ste 200, Los Angeles, CA, 90025, US
777 South Figueroa St, 29th Floor, Los Angeles, CA, 90017, US
(Hybrid)
Base Range Info
Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section.
Base Range
$130,000 - $175,000
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
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
#LI-CR2 #LI-Hybrid
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.
Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. 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.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation
If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
Equal Opportunity Employer
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
Salary : $130,000 - $175,000