Jobs at CBIZ

Lead and oversee outsourced accounting engagements, supervise monthly closes and deliverables, advise clients on financial and operational matters, manage billing and budgets, support client acquisition and onboarding, implement accounting systems, train staff, and ensure quality and timely service delivery.

Lead and perform audit, accounting, and tax engagement tasks; review and mentor associates; manage engagement budgets, timelines, and charge hour goals; participate in client billing, practice development, and specialty practice knowledge; travel as needed for client work.

Lead end-to-end NetSuite ERP implementations, design/configure core modules, manage data migration and integrations, embed AI/automation, design reporting, drive change management, mentor junior staff, and partner with finance/operations to deliver scalable, audit-ready solutions.

Build and maintain NetSuite ERP customizations and integrations. Translate business requirements into technical solutions, debug scripts and integrations, support testing (unit/UAT), document solutions, and collaborate with technical and functional teams to improve client operations.

Lead technical accounting advisory engagements (ASC 606, ASC 842, business combinations, equity/debt, SEC reporting), manage client relationships and engagement deliverables, research complex accounting issues, mentor staff, implement technology and automation solutions, and support business development and thought leadership.

Lead technical and transactional accounting engagements, apply US GAAP (and IFRS as applicable), manage SEC and financial reporting, supervise and train staff, ensure high-quality deliverables, advise clients on process improvements, and support business development.

Serve as a subject-matter expert and trusted advisor on tax engagements, manage client relationships, lead and mentor staff, oversee deliverables and budgets, develop new business, ensure quality control, and participate in proposal development and client presentations.

Serve as tax subject-matter expert and trusted advisor; manage client engagements, billing, and quality control; supervise, train, and mentor staff; participate in business development, client meetings, and proposals; ensure deadlines and engagement budgets are met.

Sell cloud ERP subscriptions and implementation/advisory services to new and existing clients. Drive pipeline through outbound prospecting and partner channels, qualify and manage complex deals, prepare proposals/SOWs, collaborate with pre-sales and delivery teams, maintain CRM hygiene, and meet ARR and professional services quotas.

Serve as trusted advisor managing client engagements and staff; ensure quality, on-time delivery, budgets and billing; develop new clients; supervise, mentor and train team; meet charge hour goals and participate in practice development. Travel as needed.

Manage and complete client engagements, review consultant work, conduct analysis, deliver solutions, meet revenue and budget targets, support business development, and travel as needed.

Lead national outsourced accounting strategy and growth by unifying regional practices, expanding technology-enabled advisory services, scaling teams and offshore resources, establishing standardized processes and KPIs aligned to CAS 2.0, and driving go-to-market, pricing, and talent strategies to achieve profitable, scalable client services.

Serve as a Manager in Global Information Reporting providing advisory and compliance services for FATCA, CRS, Chapter 3, 1099 and withholding regimes to financial institutions and private equity clients. Coordinate international teams, manage client engagements, supervise associates, perform detailed reviews of reporting data and tax form validations, contribute to internal technology requirements and testing, and provide training on regulatory impacts.

Lead buy- and sell-side M&A tax engagements including tax due diligence, federal tax interpretation, reporting findings, deal-structuring advice, engagement management, project review, client executive interfacing, and developing client relationships while managing multiple projects and mentoring team members.

Supervise audit engagements end-to-end, ensuring quality, timeliness, and budget adherence. Perform financial statement analysis, internal control assessments, GAAP/IFRS compliance, audit planning, risk assessment, workpaper review, and regulatory compliance. Use audit software and ERP systems and oversee team audit deliverables while developing industry expertise.

Provide client services for global information reporting (FATCA, CRS): register entities for GIINs, prepare IRS forms, monitor client inboxes, solicit investor W-9/W-8/CRS forms, maintain contact trackers, attend trainings, and complete special projects.

Coordinate, edit, and produce proposals, RFP responses, and presentations. Manage RFP intake, schedules, compliance tracking, content collection, version control, and review cycles. Maintain content libraries, templates, and checklists. Proofread, format, and ensure brand consistency. Support meetings, deliverable tracking, and collaboration with sales, marketing, and solution teams. Use document and collaboration tools and travel as needed.

Lead and build a high-growth AI sales organization as a player-coach: manage Senior Account Executives, drive revenue and pipeline, support complex pursuits, enforce CRM and forecasting discipline, recruit and develop talent, and collaborate with marketing, alliances, and delivery teams to scale AI consulting and managed services.

Manage and grow client relationships through regular communication, issue resolution, account planning, renewals, and upsell opportunities. Coordinate internal teams, maintain CRM records, produce account reports, and provide strategic guidance and thought leadership to support retention and business growth.

Sell AI advisory and transformation services by prospecting, building executive relationships, managing opportunities, and closing complex six- and seven-figure engagements. Position AI strategy, governance, Copilot, data optimization and collaborate with delivery teams to develop proposals, presentations, and executive business cases while meeting quotas and maintaining pipeline and forecasting.