CBIZ

Associate

• Target and penetrate public sector organizations, middle-market businesses, and larger businesses to source new opportunities for CBIZ Valuation Group, primarily for tangible asset valuation and also financial, real estate, and machinery and equipment appraisal and valuation
• Schedule virtual and/or in-person appointments and visits with potential and current referral sources, especially insurance brokers, to secure referrals
• Support prospecting and referral activity through a goal of 20 sales appointments per month
• Identify and qualify new sales opportunities through trusted relationships, enterprise sales programs, campaigns, and digital programming
• Analyze prospects' needs and interests, determine appropriate products, and coordinate with Client Service leaders
• Collaborate with Client Service colleagues on team sales approaches, proposals, value propositions, and win strategies
• Contact Risk Managers and financial leaders in manufacturing, construction, business services, and public sector industries
• Partner with Client Service Teams to develop and execute local-market and practice-group sales campaigns
• Plan and report weekly sales activity using Salesforce CRM
• Report to the National Sales Leader and maintain relationships with internal stakeholders
• Craft an annual sales plan and meet the agreed annual sales goal
• Perform other duties as assigned

Client Associate, Tangible Asset Valuation

• Provide tax and transfer pricing services to US-headquartered and foreign-headquartered multinational groups
• Work with CBIZ team members and client personnel virtually or at client locations
• Work on international tax and transfer pricing projects across planning, implementation, compliance, and controversy support
• Assist in researching, developing analyses, executing, and delivering transfer pricing projects under senior team supervision
• Participate in client interviews to gather information for transfer pricing deliverables
• Analyze financial and economic data using statistical sampling packages
• Review and analyze U.S. GAAP financial statements
• Research comparable publicly traded companies
• Assist the Transfer Pricing Leadership team with practice development initiatives

Experienced Associate – Transfer Pricing

• Serve as the client’s trusted advisor and identify client issues, conflicts, and solution options
• Manage staff and engagement deliverables, including financial statements, tax returns, and work papers
• Perform technical and strategic reviews and ensure quality-control standards, on-time delivery, and budget adherence
• Apply technical knowledge of client responsibilities, industry trends, and alternatives
• Understand client organizations, procedures, and internal policies
• Develop new clients with upper management and participate in meetings, presentations, proposals, and cross-selling
• Manage and retain multiple client relationships, engagements, and special projects
• Develop engagement budgets and meet charge-hour goals
• Manage billing and realization and explain variances
• Supervise, train, and mentor staff
• Foster a positive team environment and support management decisions
• Participate in practice-development activities generating new business and cross-selling opportunities
• Perform additional assigned responsibilities

Tax Manager

• Complete all aspects of accounting, tax and audit engagements for clients, including status updates to engagement managers and adherence to quality control standards
• Demonstrate understanding of clients’ businesses, including analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within requested timeframes, explaining variances when needed
• Achieve charge hour goals
• Review associates’ accounting, tax or auditing work and provide constructive review points
• May supervise associates on engagements
• Train and mentor associate staff
• Assist Managers or Directors with the client billing process when involved
• Identify and develop knowledge in a selected specialty practice
• Leverage industry knowledge and business acumen to incorporate cross-serve opportunities into client engagements
• Participate in practice development activities, including membership in qualified organizations capable of referring potential engagements
• Execute assigned administrative duties
• Perform additional responsibilities as assigned

Senior Tax Associate

Client Services Representative

• Complete all aspects of accounting, tax and audit engagements for clients
• Provide status updates to engagement managers and adhere to quality control standards
• Demonstrate understanding of clients’ businesses, including analysis and planning of engagements
• Adhere to engagement budgets and complete assigned tasks within requested timelines
• Explain variances when needed
• Achieve charge hour goals
• Review associates’ accounting, tax or auditing work and provide constructive review points
• May supervise associates on engagements
• Train and mentor associate staff
• Assist Managers or Directors with client billing processes
• Develop knowledge in a selected specialty practice
• Leverage industry knowledge and business acumen to identify cross-serve opportunities
• Participate in practice development activities and qualified referral organizations
• Execute administrative duties as assigned
• Perform additional responsibilities as assigned

Senior Tax Associate – Private Client Services

• Complete all aspects of accounting, tax and audit engagements for clients, including status updates to engagement managers and adherence to quality control standards
• Demonstrate understanding of clients’ businesses, including analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within requested timeframes; explain variances when needed
• Achieve charge hour goals
• Review associates’ accounting, tax, or auditing work and provide constructive review points
• May supervise associates on engagements
• Train and mentor associate staff
• Assist managers or directors with the client billing process when involved
• Identify and begin developing knowledge in a selected specialty practice
• Leverage industry knowledge and business acumen to incorporate cross-sell opportunities into client engagements
• Participate in practice development activities, including membership in qualified organizations capable of referring potential engagements
• Execute administrative duties as assigned
• Perform additional responsibilities as assigned

Audit Associate

• Participate in the Global Information Reporting Services practice, focusing on international tax transparency and Private Equity processes
• Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships
• Coordinate international teams across CRS participating jurisdictions to assist financial institutions with compliance efforts
• Build client relationships and manage engagement workflows while supervising tax associates and customer service specialists
• Perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS and Chapter 3 requirements
• Contribute to internal technology development through business requirements drafting and technology testing
• Participate in trainings and educate tax associates on regulatory impacts
• Perform additional responsibilities as assigned

Tax Supervisor – Global Information Reporting

Financial Planning and Analysis

• Support private equity-backed portfolio companies by implementing strategic FP&A initiatives
• Facilitate proactive decision-making through forecasting models
• Drive value with data and analytics during transactions and transitions
• Develop core financial and operational reporting and strategic analyses
• Design and implement reporting and forecasting models and analyses
• Interface with company management, including C-suite stakeholders, and private equity deal and operational teams
• Plan, manage, and execute client engagements
• Develop and deploy actionable plans to achieve expectations
• Communicate results consistently to key stakeholders and the Project Lead
• Perform budgeting and forecasting
• Conduct financial and operational reporting
• Conduct profitability analysis
• Develop business processes
• Manage data

Strategic Financial Planning – Analytics Associate

• Develop collaborative relationships with private equity clients and portfolio company management teams
• Execute complex accounting and finance optimization workstreams
• Manage assigned engagement responsibilities and deliver accurate, client-ready outputs
• Apply U.S. GAAP and operational finance concepts to financial reporting, close process improvement, audit readiness, and operational analyses
• Participate in client discussions and status updates
• Support engagement leadership with coordination, planning alignment, and key deliverables
• Identify and communicate risks, challenges, and delays with potential solutions
• Provide hands-on accounting and finance support to private equity-backed companies
• Support post-acquisition integration
• Improve financial reporting and close processes
• Prepare for and support audits
• Analyze working capital, cash flow, and operational finance
• Prepare analyses, schedules, and client-ready deliverables
• Manage assigned workstreams and meet engagement timelines
• Communicate with Controllers, CFOs, and private equity representatives
• Participate in client meetings and provide updates and supporting materials

CFO Advisory Senior Manager

• Supervise all aspects of real estate tax engagements for clients, including status updates to engagement managers and adherence to quality control standards
• Develop a thorough understanding of clients' businesses and contribute to engagement analysis and planning
• Adhere to engagement budget constraints, complete assigned tasks within requested timeframes, and explain variances when needed
• Achieve charge hour goals
• Review engagement team members' accounting, tax, or auditing work and provide constructive review points
• Supervise and guide team members on engagements, fostering a collaborative and productive work environment
• Train and mentor engagement team members to support technical and professional development
• Assist Managers, Directors, or Managing Directors with client billing
• Identify an industry or area of specialization and develop related skills, knowledge, and expertise
• Leverage industry knowledge and business acumen to incorporate cross-serve opportunities into client engagements
• Participate in practice development activities, including membership in qualified organizations and referring potential engagements
• Execute administrative duties as assigned
• Perform additional responsibilities as assigned

Tax Supervisor – Real Estate

Artificial Intelligence

• Create impactful AI applications across the organization
• Work with service lines to design and deploy process-specific agents
• Support AI training and change management initiatives
• Contribute to AI go-to-market initiatives
• Identify, evaluate, and prototype or build high-value AI prompts, skills, or agents with key stakeholders
• Design and deliver AI training sessions and enablement materials for team members and external clients
• Collect feedback on platforms, applications, training, and enablement materials
• Monitor engagement and business outcome KPIs to influence product and program roadmaps
• Maintain current knowledge of AI model performance, context engineering, industry trends, and application limitations
• Foster a collaborative, consultative, and customer-focused culture internally and externally

AI Analyst

• Develop, nurture, and manage client relationships through timely and appropriate communication and services
• Serve as a trusted personal and business advisor to clients
• Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 and 8804 reporting and withholding), and Withholding Foreign Partnerships
• Direct multiple consulting, compliance, and tax planning engagements
• Design, communicate, and implement innovative planning ideas with client service teams
• Guide and manage IRS and state audits
• Participate in new business development, including prospecting, networking, and representing CBIZ at industry events
• Design and deliver technical training on individual-related tax topics
• Recruit, supervise, train, develop, and motivate less experienced team members
• Promote a team environment and support management decisions
• Contribute to internal tax department management through committee membership and group leader responsibilities
• Grow into a financial industry leader in international tax transparency and transform Private Equity processes

Tax Managing Director – Global Information Reporting

Sales Development Rep

• Connect, profile, qualify and convert prospects to set up revenue-producing associates to close sales
• Report to the B&I Sales Development Manager
• Pursue a high volume of outbound suspects sourced primarily through partnerships with trade and industry groups
• Use Salesforce, Pardot, ZoomInfo and other productivity tools
• Use call strategies, email, and social selling techniques to secure sales-ready conversations
• Search for potential customers, clients, or buyers to develop new business
• Research potential customers and determine lead quality
• Evaluate and qualify needs
• Orchestrate sales discussions between producers and decision-makers
• Document findings and maintain accurate prospect interaction and sales activity records in CRM
• Meet and exceed lead qualification and conversion targets
• Monitor industry trends, market conditions, and competitors to enhance inbound and outbound sales efforts

Sales Development Representative – Human Capital Management

Human Resources

• Perform full-scope human resources services for clients
• Manage day-to-day HR operations within client engagements
• Lead client functions and transitions to support efficient HR operations
• Serve as first point of contact for escalated or complex HR matters
• Ensure compliance with federal and state employment regulations, company policies, and HR Services standards
• Oversee employee onboarding, new-hire paperwork, orientation, and policy reviews
• Oversee employee offboarding in accordance with applicable regulations
• Maintain accurate client processes and documentation
• Process client payroll using third-party payroll platforms
• Review time, attendance, leave, payroll changes, and payroll-related data
• Prepare retirement, FSA, and HSA remittances as applicable
• Answer employee and client payroll questions
• Handle payroll tax registrations, notices, and account closures as applicable
• Conduct quarterly and annual payroll reviews
• Manage complex payroll matters with providers, agencies, employees, and clients
• Administer benefits, enrollments, terminations, changes, leave, COBRA, and HIPAA compliance
• Reconcile benefit invoices and assist employees with benefits questions
• Manage benefit renewals and open enrollment activities
• Provide clients with HR policy, compliance, employee relations, and best-practice support
• Provide on-site client support as needed
• Maintain knowledge of HR, talent management, employment law, regulatory changes, and HR technology
• Lead or participate in initiatives improving the HR Services team

Senior Human Resource Generalist

• Connect, profile, qualify and convert prospects to set up revenue-producing associates to close sales
• Report to the B&I Sales Development Manager
• Pursue a high volume of outbound suspects, primarily sourced through partnerships with trade and industry groups
• Use Salesforce, Pardot, ZoomInfo and other productivity tools
• Utilize call strategies, email, and social selling techniques to secure sales-ready conversations
• Search for potential customers, clients, or buyers to develop new business
• Research potential customers and determine lead quality
• Evaluate and qualify needs
• Orchestrate sales discussions between producers and decision-makers
• Document findings in CRM software
• Maintain accurate records of prospect interactions and sales activities
• Meet and exceed lead qualification and conversion targets
• Stay informed about industry trends, market conditions, and competitors to enhance inbound and outbound sales efforts