CBIZ

Account Manager

• Provide service delivery to an assigned block of more complex clients
• Resolve the most complex customer service problems directly
• Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
• Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
• Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs
• Escalate client concerns when appropriate
• Maintain data integrity and quality with any applicable software on a timely basis
• Take lead on designated renewals; prepare renewal information and present the CBIZ solution
• Work with senior staff to create needed communication materials
• Oversee new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss applicable legislation and market trends with clients
• Generate client interest in additional lines of coverage
• Coach and assist less tenured client services staff
• Perform additional responsibilities as assigned

Senior Account Manager – Employee Benefits

Associate

• Plan, schedule, and execute transfer pricing projects under supervision from senior Transfer Pricing team members
• Research, develop analyses, and deliver transfer pricing projects covering planning, compliance documentation, and controversy support
• Participate in client interviews to gather information for transfer pricing deliverables
• Perform research and develop arm’s-length analyses using TP Catalyst, Capital IQ, Royalty Range, Bloomberg IBIS World, and similar sources
• Analyze financial and economic data using statistical sampling packages
• Review and analyze U.S. GAAP financial statements
• Collaborate with specialist service groups within the National Tax Office and regional teams
• Assist Transfer Pricing Leadership with practice development initiatives
• Use AI tools and platforms in performing and delivering work

Senior Associate – Transfer Pricing

Account Executive

• Build and maintain client relationships, meeting specified client retention goals
• Coordinate and direct assigned client activities within the client services team
• Demonstrate strong understanding of clients' business and strategic priorities
• Develop and execute renewal and/or marketing strategies according to client instructions
• Manage new client implementation processes
• Execute analysis and deliver creative, practical client solutions
• Lead and coordinate evaluation of marketing results and develop and present recommendations to clients
• Serve as clients' valued advisor and build strategic relationships with key client decision-makers
• Negotiate renewal actions with carriers based on client needs
• Educate clients on applicable legislation and market trends
• Monitor clients closely and provide innovative industry solutions aligned with their business needs and goals
• Participate in RFP processes and finalist presentations
• Identify and propose additional services to existing clients
• Ensure compliance with all regulatory guidelines
• Perform additional responsibilities as assigned

Senior Account Executive – Employee Benefits

Manager

• Serve as CBIZ’s primary point of contact and liaison to Microsoft
• Own and strengthen CBIZ’s Microsoft Partner Relationship
• Define and execute strategies leveraging Microsoft funding programs and co-sell channels
• Manage day-to-day relationships across partner, sales, and alliance teams
• Identify, qualify, and secure Microsoft funding, incentives, promotions, and co-sell opportunities
• Evaluate Microsoft partner programs to achieve partner designations and specialties and maximize available benefits
• Act as the internal expert on Microsoft licensing, incentives, partner programs, and eligibility criteria
• Leverage existing Microsoft relationships and build new connections to expand CBIZ’s reach and influence
• Maximize the value of Microsoft programs, incentives, and partnerships
• Coordinate with global and regional stakeholders on skilling and proof of execution for Microsoft program eligibility
• Drive overall Microsoft partnership success in alignment with CBIZ goals and objectives

Partnership Alliance Manager

Supervisor

• Support audits for alternative investment fund clients, including hedge funds, venture capital, and private equity funds, through audit testing aligned with US GAAP, IFRS, and regulatory guidelines
• Prepare financial statements, supporting schedules, and footnote disclosures for investment fund clients under supervision
• Perform initial reviews and analyses of portfolio valuations, investment structures, and fair value measurements, escalating complex matters
• Collaborate with client management and fund administrators to gather information and clarify accounting issues
• Research technical accounting matters and assist with understanding new accounting standards and best practices for fund structures
• Support implementation of new financial reporting requirements and accounting policy changes as directed

Audit Supervisor

• Meet all client timelines
• Develop and maintain strong client/investment company owner relationships
• Collaborate with tax private equity co-sourcing, advisory and investment company assurance practices to develop a go-to-market strategy targeting portfolio company audits
• Understand the private equity and venture capital investment life cycle, including potential public and private exits
• Handle client responsibilities using proficient technical skills and knowledge of trends, industries, and alternatives
• Develop new clients in partnership with upper management; participate in client meetings, presentations, and proposal development
• Manage and retain multiple client relationships, engagements, and special projects
• Leverage existing investment company relationships of audit, tax, and advisory groups
• Travel with audit teams as needed based on portfolio company locations

Audit Supervisor – Portfolio Companies

Accounting Manager

• Oversee month-end and year-end closing, including audit schedules, financial statements, and notes
• Keep the engagement partner informed about engagement progress, issues, team status, and needs
• Address complex accounting issues and perform accounting research
• Prepare monthly financial statements and analyze changes in financial position and budget variances
• Review balance-sheet and general-ledger reconciliations and month-end closing entries
• Maintain understanding of accounting operations for assigned clients
• Use clients' accounting software packages
• Recommend and enforce client internal controls, policies, and procedures
• Lead engagement teams preparing for client audits and serve as main contact with external auditors
• Manage preparation of clients' 990 and tax forms and year-end 1099s
• Recommend, design, and implement policy controls and procedures
• Perform duties including budget preparation, grant reporting, policy drafting, client payables, billing, and engagement letters
• Train, coach, and mentor staff accountants
• Review and supervise Senior and Staff Accountants' monthly work
• Assist with staff growth, development, and training

Senior Associate, Outsourced Accounting

Financial Planning and Analysis

• Lead audit engagements in asset management for investment funds in private equity, infrastructure, private credit, venture capital, and real estate
• Serve as the key client contact and trusted business advisor
• Assist industry growth in the New England region and lead national and regional initiatives
• Manage the practice, meet billing targets, implement AI and other technology, and improve realization
• Participate in business development opportunities for CBIZ
• Ensure quality control standards comply with US GAAP and other regulatory guidelines
• Design, plan, and review attest procedures involving investment valuations, LPA waterfalls, PCAP analyses, and disclosures
• Advise on technical matters as an asset management subject matter expert, including ASC 946 investment companies
• Contribute to technical accounting research and articles and provide insights on new accounting standards and fund structures
• Build out staff with a growth mindset

Audit Director – Alternative Investments

Director

• Meet all client timelines with a results-oriented mindset
• Build a team focused on audits of private equity and venture capital portfolio companies
• Travel with audit teams as needed based on portfolio company locations
• Develop and maintain strong client and investment company owner relationships
• Collaborate with tax private equity co-sourcing, advisory, and investment company assurance practices to develop a go-to-market strategy targeting portfolio company audits
• Understand the private equity and venture capital investment life cycle, including potential public and private exits of fund investments
• Leverage existing investment company relationships across audit, tax, and advisory groups
• Work with local assurance resources and national subject matter experts

Audit Director – Portfolio Companies

IT Support

• Lead and support ITIL-based service management practices within a mid-to-large organization
• Manage and continuously improve Incident, Problem, Change, Knowledge, Service Catalog, and related ITSM processes
• Maintain ITSM policies, procedures, standards, and governance routines
• Track, analyze, and report on KPIs, SLAs, OLAs, dashboards, and service performance metrics
• Coordinate root cause analysis, process reviews, service reviews, and continual service improvement activities
• Support cross-functional adoption of ITIL best practices with process owners and operational teams
• Facilitate workshops, training sessions, and stakeholder forums
• Use data, governance routines, and performance insights to drive improvements in service quality and reliability
• Align service management practices with organizational priorities, risk considerations, audit requirements, and operational goals
• Provide guidance and support to team members, process owners, and cross-functional contributors
• Serve as an escalation point for service management issues, process exceptions, governance questions, and stakeholder concerns

Manager – IT Service Management

• Demonstrates thorough technical knowledge of accounting and reporting standards
• Identifies tax risk management issues and proposes solutions through research and collaboration with the Engagement Partner
• Reviews tax procedures, engagement workpapers, and financial statements without supervision
• Reviews tax workpapers timely and ensures audit evidence meets firm documentation standards
• Addresses advanced technical accounting questions from team members and upper-level client management
• Prepares advanced-level tax returns and reviews intermediate- to advanced-level tax returns
• Monitors task assignment and completion and reviews workflow
• Oversees Seniors and Staff and coordinates planning, tax work, and wrap-up duties
• Manages multiple assignments within an engagement
• Communicates work status and client issues to Partners
• Conducts research, consults with team members, draws conclusions, and prepares issue-based memos
• Uses advanced knowledge of accounting software such as CCH Axcess, Engagement, and GoFileRoom
• Leads small- to medium-sized engagements with finalized documents and reports requiring minimal review changes
• Performs top review of returns, workpapers, and issues
• Serves as primary client contact and liaison for complex issues
• Develops positive relationships with client personnel
• Supervises, trains, and mentors tax staff
• Stays current on technical and industry developments and standards and evaluates impacts on client engagements

Tax Manager

• Utilize banking and insurance industry knowledge and tax technical skills to provide consulting and compliance products
• Manage tax provision, compliance, and consulting engagements for domestic and global banking and insurance entities
• Implement business development strategies with existing clients and targets
• Work at client locations when conditions are safe
• Research, analyze, and develop solutions for client business issues
• Manage teams and develop strong client relationships
• Drive a team environment, support management decisions, and build a positive culture
• Perform additional responsibilities as assigned

Tax Senior Manager – Banking and Insurance

• Support audits for alternative investment fund clients, including hedge funds, venture capital, and private equity funds
• Perform audit testing in accordance with US GAAP, IFRS, and regulatory guidelines
• Prepare financial statements, supporting schedules, and footnote disclosures under supervision
• Review and analyze portfolio valuations, investment structures, and fair value measurements
• Collaborate with client management and fund administrators to gather information and clarify accounting issues
• Research technical accounting matters and assist with new accounting standards and best practices for fund structures
• Support implementation of new financial reporting requirements and accounting policy changes

Senior Audit Associate – Alternative Investment Group

Client Services Representative

• Serve as the primary point of contact for high-net-worth clients
• Build and maintain strong client relationships, understanding their financial goals and objectives
• Provide personalized tax planning and advisory services tailored to each client's needs
• Develop and implement comprehensive tax strategies for high net worth individuals and families
• Stay current on changes in tax laws and regulations
• Advise clients on wealth preservation, estate planning, and other tax-related matters
• Manage and lead a team of tax professionals
• Provide guidance, mentorship, and support to team members
• Oversee workflow and ensure timely and accurate delivery of tax services
• Ensure personal, fiduciary, foundation, gift, and estate tax returns and related documents are prepared accurately and filed on time
• Navigate individual tax strategies and challenges and provide solutions
• Review complex tax returns and financial statements
• Coordinate with other departments to gather information for tax compliance
• Identify opportunities to expand the firm's high net worth tax practice
• Participate in networking events and client presentations
• Work with marketing to develop promotional materials and strategies
• Assess and mitigate risks associated with tax planning and compliance
• Implement internal controls and best practices to ensure high-quality service delivery

Tax Director – Private Client Services

• Meet all client timelines
• Build a team focused on audits of private equity and venture capital portfolio companies
• Travel with audit teams as needed based on portfolio company locations
• Develop and maintain strong client and investment company owner relationships
• Collaborate with tax private equity co-sourcing, advisory, and investment company assurance practices to develop a go-to-market strategy targeting portfolio company audits
• Understand the private equity and venture capital investment lifecycle, including potential public and private exits
• Leverage existing investment company relationships across audit, tax, and advisory groups
• Work with local assurance resources and national subject matter experts
• Perform additional responsibilities as assigned