CBIZ

Associate

• Coordinate engagement phases, budget time and expenses, manage staff time, monitor performance against budget, and review work papers and financial statements
• Plan engagements, delegate to and supervise staff, and provide daily development and detailed review of assurance staff work
• Serve as the firm's in-charge field representative on engagements
• Own specific engagement aspects through completion
• Investigate quantitative and qualitative variances
• Implement risk management strategies and communicate areas of risk exposure
• Evaluate work papers for compliance with professional standards and firm policy
• Review SEC filings and research technical accounting issues
• Review reports and financial statements
• Discuss significant findings with the engagement partner
• Manage risk and execute quality control procedures
• Maintain relationships with client management and staff
• Provide on-the-job training to subordinates
• Manage employee and client expectations
• Participate in performance management processes
• Maintain required annual CPE and stay current on professional pronouncements
• Travel to client sites and participate in professional development opportunities

Senior Associate, Audit – SEC

• Regarded as a Subject Matter Expert within business unit and shares knowledge
• Make recommendations on internal department procedures
• Recognize business opportunities for clients and CBIZ
• Assume significant client responsibility as client's trusted advisor; identify client issues and conflicts and proactively communicate solution options
• Manage staff on engagement deliverables, including financial statements, tax returns, and workpapers; complete technical and strategic reviews to ensure quality control standards
• Support new client development with upper management; participate in client meetings, presentations, proposal development, and cross-serve goals
• Manage billing and realization for assigned clients; develop engagement budgets and explain variances
• Understand clients' Qualified Plan needs as applicable
• Supervise, train, mentor, and evaluate staff
• Foster a positive team environment and support management decisions
• Perform additional responsibilities as assigned

Senior Tax Manager – Construction and Real Estate

• Collaborate closely with Managing Directors and Directors to deliver exceptional client service to a portfolio of real estate clients, including real estate funds, developers, REITs, family offices, private equity investors, and operating companies
• Lead and review complex tax compliance engagements, including partnerships, multi-tier structures, consolidated groups, REIT returns, 1031 exchanges, cost segregation studies, and state and local filings
• Provide proactive tax planning, structuring, and advisory services for real estate transactions, acquisitions, dispositions, debt restructuring, and waterfall allocations
• Identify opportunities to expand services, improve tax strategies, and drive additional value for clients
• Apply deep understanding of real estate taxation, including Partnership tax (Subchapter K), capital account maintenance and tax basis analysis, and 704(b) and 704(c) allocations
• Oversee engagement planning, budgeting, and billing
• Supervise, train, and mentor staff
• Provide real-time coaching, formal performance feedback, and support career development pathways
• Drive a team environment, support management decisions, and build a positive culture
• Perform additional responsibilities as assigned

Tax Senior Manager – Real Estate

Supervisor

• Supervise all aspects of accounting, tax or audit 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 timelines, 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
• Train and mentor engagement team members
• Assist in the client billing process with Managers, Directors or Managing Directors
• Identify an industry or area of specialization and develop related skills, knowledge and expertise
• Leverage industry knowledge and business acumen to blend cross-serve opportunities into client engagements
• Participate in practice development activities and qualified professional organizations
• Execute administrative duties and additional assigned responsibilities

Audit Supervisor – Governmental

• 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 timelines, 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
• Identify and begin developing knowledge in a selected specialty practice
• Leverage industry knowledge and business acumen to blend 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 Senior Associate – Not for Profit

Client Services Representative

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manage practice effectively, meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross-serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• May work directly with clients and manage staff
• May be the internal advisor on technical matters as a Subject Matter Expert
• May be a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and build a positive culture
• Additional responsibilities as assigned

Tax Director – 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 through analysis and planning of client engagements
• Adhere to engagement budget constraints 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, including membership in organizations capable of referring potential engagements
• Execute administrative duties and additional assigned responsibilities

Senior Associate – Governmental Audit

Financial Planning and Analysis

• 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 life cycle, 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

Audit Senior Manager – Alternative Investments

• Complete all aspects of accounting, tax and audit engagements for clients
• Execute solid understanding of accounting and auditing principles, general tax regulation, general quality control auditing standards, technology implementation procedures, etc. relative to individual client assignments
• Adhere to engagement budget constraints and complete assigned tasks within the time requested
• Strive to attain charge hour goals
• Practice in early practice development activities such as memberships in qualified organizations capable of referring potential engagements
• Execute administrative duties as assigned
• Perform additional responsibilities as assigned

Tax Associate

Human Resources

• Serve as the primary point of contact for employee relations and HR matters
• Support managers with performance concerns, coaching, disciplinary actions, and terminations
• Maintain employee policies, procedures, and handbook content
• Ensure compliance with federal, state, and local employment laws, including multi-state requirements
• Manage personnel records and HR documentation
• Process bi-weekly payroll accurately and timely
• Maintain employee data in HRIS and payroll systems
• Coordinate payroll changes, employee status updates, and reporting requirements
• Assist with implementation and optimization of HR technology platforms
• Coordinate recruiting efforts for office, warehouse, and merchandising personnel
• Manage onboarding and orientation programs
• Partner with hiring managers to support workforce planning and staffing needs
• Ensure completion of new hire documentation and compliance requirements
• Administer employee benefit programs and coordinate annual open enrollment
• Develop job descriptions and performance evaluation processes
• Support employee development, coaching, retention, and succession initiatives
• Investigate and document employee relations issues
• Promote employee engagement and a positive workplace culture
• Coordinate office operations, vendor relationships, employee events, and general administrative functions

Human Resources Consultant

Advisor

• Support the National Attest Office by performing engagement quality reviews under PCAOB standards, primarily for SPAC engagements
• Review financial statements, audit workpapers, significant accounting and auditing conclusions, and engagement documentation
• Evaluate compliance with PCAOB standards, SEC reporting and independence requirements, applicable AICPA standards, and Firm policies and procedures
• Coordinate with engagement teams and EQR leadership to communicate review observations and resolve open items
• Support completion of seasonal filing deadlines
• Provide technical input on PCAOB standards, SEC rules and regulations, auditor independence, and Firm consultation requirements
• Document EQR conclusions clearly and consistently
• Identify recurring review themes and communicate quality improvement opportunities to NAO or EQR leadership
• Comply with professional, Firm, confidentiality, time-entry, and audit quality-control requirements
• Attend and engage in meetings and training sessions
• Maintain required CPE for firm and licensing standards

Senior Advisor

Risk

• Serve as the client’s trusted advisor and communicate solution options to the client and team
• Manage staff on engagement deliverables and complete technical and strategic reviews to ensure quality control, on-time delivery, and budget compliance
• Handle client responsibilities using knowledge of industry trends, industries, and alternatives
• Understand client organizations, procedures, and internal policies
• Develop new clients with upper management and participate in client meetings, presentations, proposal development, and cross-serves
• Manage and retain multiple client relationships, engagements, and special projects
• Develop overall engagement budgets and meet charge hour goals
• Manage billing and realization for assigned clients and explain variances
• Supervise, train, and mentor staff
• Foster a positive team culture and support management decisions
• Participate in practice development activities that generate new business and cross-serving opportunities
• Conduct client interviews and process walkthroughs, draft process narratives, and perform testing procedures
• Monitor and assess client business control environments and identify changes or exceptions
• Complete audit work papers, clear management comments, vet findings and observations, and communicate them to clients, teammates, and management
• Identify process improvements, effective business processes, best practices, and internal control approaches
• Provide risk and advisory services including internal audit, Sarbanes-Oxley compliance, cybersecurity, supply chain management, ESG, and risk consulting