Jobs at CBIZ

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 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 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.

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.

Perform and manage accounting, tax, and audit engagements including planning, execution, review, mentoring staff, meeting budget and charge-hour goals, and supporting client billing and practice development.

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.

Perform all aspects of audit engagements including analytical review of financial and non-financial data, testing accounting processes and transactions, preparing audit/review reports per CBIZ and GAAP, supervising and guiding junior staff, and participating in professional development.

Prepare and review complex individual and family tax returns for high-net-worth clients, support tax planning and research, interact with clients, respond to tax notices, collaborate with internal teams, and assist managers and directors to ensure accurate, compliant tax services.

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.

Provide advanced tax preparation and technical accounting support, lead small-to-medium engagements, review and mentor staff, manage workflow and client communications, and identify staffing and process improvements.

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 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.

Perform buy-side and sell-side financial due diligence for private equity clients, including quality of earnings, working capital, cash flow and profitability analyses; develop client-ready deliverables; communicate findings to clients and internal teams; support transaction recommendations and mentor junior staff.

Manage and perform credit risk due diligence and financial transaction analysis for clients. Conduct fieldwork onsite and remotely, prepare and review consultant reports, lead engagements to completion, meet deadlines, and support business development while maintaining required certifications and licenses.

Lead tax engagements for multiple clients, manage staff and budgets, perform technical and strategic reviews, ensure timely delivery, support business development, and mentor team members while maintaining billing and quality standards.

Lead Global Information Reporting (GIR) services for private equity clients, advising on FATCA, CRS, Chapter 3 and withholding regimes. Manage client relationships, direct consulting/compliance engagements, guide audits, drive business development, deliver technical training, recruit and mentor staff, and contribute to internal practice management.

Serve as the primary client-facing resource for assigned employer/group benefits accounts, resolving moderately complex service issues, coordinating with carriers/vendors, managing enrollments, renewals and new client setups, inputting data into systems, escalating concerns, and driving client retention and cross-sell opportunities. May mentor junior service staff.

Plan, execute, and optimize integrated demand-generation and account-based marketing campaigns across the funnel. Build landing pages, forms, email, paid and social campaigns, enable sales with templates and reporting, manage customer journeys, and produce data-driven insights and dashboards to drive sales-ready leads.

Serve as a national Subject Matter Expert on partnership and LLC pass-through taxation, advising offices on complex tax issues, leading allocation modeling, shaping national policy, driving thought leadership, training, and expanding billable partnership/LLC practice. Travel to meetings and programs across the country as needed.

Lead SALT (state and local tax) compliance and consulting engagements for financial services clients. Provide technical guidance on multistate income/franchise, sales/use, nexus, apportionment, and income sourcing. Advise on tax treatment of financial products, intercompany transactions, fintech models, and complex entity structures. Conduct nexus and filing footprint analyses, support audit defense and controversy matters, monitor state tax developments, and help grow SALT offerings within the firm.