CBIZ

Account Executive

• Achieve annual new revenue objectives through consultative sales to new clients and expansion of service lines to existing clients
• Develop a Personal Development Plan annually outlining personal and professional goals for upcoming year
• Build an active pipeline of qualified prospects, generating leads from personal contacts, external centers of influence, client referrals, CBIZ associates, and CBIZ marketing sources
• Document activity, notes, and prospect data in appropriate CBIZ systems
• Develop and present recommendations to clients based upon consultative selling approach
• Appropriately close for new business, documenting won and lost opportunities and reasons
• Seamlessly transition sold clients to designated client service team
• Serve as client's valued advisor; building a strategic and personal relationship with key client decision makers
• Work with client service team to serve client and retain business
• Communicate with leadership, providing field input on market trends, competitor analysis, and other business intelligence
• Identify, initiate, and support cross serving leads to other CBIZ business developers
• Responsible for meeting annual sales goals if applicable to position

HCM Sales Consultant

Business Intelligence Developer

• Gather, analyze, and interpret large sets of financial and operational data from various sources, including ERP, CRM, and other business systems.
• Develop, maintain, and enhance dashboards, reports, and visualizations using BI tools (such as Power BI, Tableau, or Qlik).
• Perform ad hoc analyses to support business initiatives, including profitability, productivity, client trends, and compliance.
• Collaborate with business units and leadership to understand data requirements and deliver accurate, timely insights.
• Identify trends, patterns, and actionable opportunities for improvement in accounting, audit, tax, and advisory services.
• Support data quality initiatives and ensure data integrity across reporting solutions.
• Document processes, methodologies, and data definitions to support transparency and repeatability.
• Stay current with industry best practices and emerging BI technologies relevant to accounting and professional services.
• Present findings and recommendations to stakeholders in clear, compelling formats.
• Assist in the automation of reporting and analytics processes.

Business Intelligence Analyst, Data Insights

Actuary

• Manage projects related to the performance of annual actuarial work for DB and DB/DC combo plans, which includes: Census data gathering, reconciliation, quality control, and importation onto valuation software
• Examination and verification of retirement trust financial statements, compute actuarial value of assets for valuation
• Running actuarial valuations and summarizing results for review
• Filing IRS Forms and PBGC filings
• Preparing valuation funding reports
• Preparing actuarial studies and benefit statements
• Coverage and non-discrimination testing
• Lead client meetings to identify client's needs, clarify expectations, help set retirement strategic directions and goals, and deliver results and consulting advice
• Track and meet all compliance standards
• Assist with special actuarial projects
• Review client invoices for completeness and accuracy
• Understand and assist in the interpretation of plan documents
• Provide technical knowledge of pension plans and calculation procedures to Benefits Administration Team for various clients
• Apply understanding of fundamental principles of pension plans, actuarial concepts, pension legislation, and accounting requirements for pension plans

Managing Actuarial Consultant

Support Engineer

• Provides professional customer service and remote technical support via phone, email, or messaging application for end users, field technicians, and home office and management staff.
• Assists with the installation, provisioning and maintenance of network equipment including routers, switches, managed power devices, and access points.
• Assists with the installation, provisioning, configuration and maintenance of network connected VOIP phone systems.
• Follows documented processes to ensure proper functionality and accurate data.
• Troubleshoots and resolves connectivity and performance issues with broadband circuits including Fiber, Cable, DIA, and Cellular.
• Troubleshoots and resolves issues with PC hardware, software, peripherals, networked printers and all related cables and terminations.
• Assists field service technicians with complete branch office installations and moves.
• Resolves issues or follows proper escalation procedures to ensure issues are resolved in a timely manner.
• Opens and manages tickets for issues and provides regular detailed updates.
• Conduct root cause analysis for recurring issues to prevent future incidents.
• Works with hardware owners and project managers to develop and maintain training materials and documentation for field technicians, end users, and internal department use.
• Serves as a liaison between technical teams and business stakeholders.
• Provides remote training for end users and field technicians on new equipment, processes, and services.
• Provides in-person training on all equipment and documented processes for new hires.
• Assumes responsibility for related project work and duties as required or assigned.

IT Support Technician

Associate

• Execute core financial due diligence analyses for buy-side and sell-side engagements
• Develop clear, well-supported analyses and contribute to high-quality client-ready deliverables
• Collaborate closely with engagement team members to understand transaction objectives and translate complex financial findings into practical insights
• Communicate effectively with internal team members and clients throughout the engagement lifecycle
• Contribute to a high-performance, team-oriented culture by continuously improving technical and professional skills.

Senior Associate, Transaction Advisory Services

Technical Recruiter

• Manage end-to-end recruiting for AI-related positions from intake through offer acceptance.
• Develop sourcing strategies for niche and difficult-to-fill AI, data, transformation, governance, and consulting roles.
• Build and maintain pipelines of passive candidates across consulting firms, technology organizations, and AI-focused service providers.
• Drive candidate engagement through a highly personalized and consultative recruiting approach.
• Partner with AI Practice leaders to understand hiring priorities, workforce plans, and evolving skill requirements.
• Conduct intake meetings and translate business needs into recruiting strategies.
• Advise hiring managers on talent market trends, compensation considerations, and candidate availability.
• Influence workforce planning discussions and hiring prioritization.
• Recruit senior-level consultants, practice leaders, architects, sales leaders, and client-facing professionals.
• Assess candidates for both technical expertise and consulting capabilities.
• Evaluate communication, executive presence, client-facing skills, and business development potential.
• Facilitate interview processes and drive timely hiring decisions.
• Serve as an ambassador for the AI Practice's vision, culture, and growth strategy.
• Effectively communicate the practice's market opportunity, investment strategy, and career growth potential.
• Create compelling recruiting narratives that attract top AI talent.
• Ensure a best-in-class experience for candidates and hiring teams.
• Conduct competitive talent mapping and market research.
• Track pipeline activity, sourcing effectiveness, and key recruiting metrics.
• Provide regular updates and insights to senior leadership.
• Continuously identify new sourcing channels and referral opportunities.

Senior Recruiter – Technology

Supply Chain

• Take the lead on demand planning for key SKUs and customer channels across North America
• Drive monthly forecast cycles by bringing together insights from Sales, Marketing, and Finance
• Turn demand signals, actuals, and variances into clear recommendations and smart next steps
• Partner with Supply and Inventory Planning teams to help ensure the right products are available at the right time
• Track forecast accuracy KPIs and champion improvements that make planning sharper and more reliable
• Keep a pulse on trends, promotions, seasonality, and new product launches to strengthen demand plans
• Fuel the local S&OP process with data-led insights, accurate forecasting inputs, and clear business storytelling
• Collaborate with commercial teams on customer and retailer planning that supports growth
• Bring fresh ideas to improve planning tools, reporting, and ways of working
• Create weekly and monthly forecasts and reporting packages that help the business make confident decisions
• Decode market trends, POS data, consumption signals, and company sales history to build practical, insight-driven forecasts
• Bring cross-functional partners together to align assumptions, surface opportunities, and drive accountability
• Spot risks and opportunities early so Supply and Inventory Planning can respond with speed and confidence
• Support system clean-up, master data accuracy, and planning optimization to keep the engine running smoothly
• Become the go-to forecasting lead for select product categories or customer segments

Demand Planner

Accounting Manager

• Provide accounting advisory support to clients, including implementation of new accounting standards
• Outsourced Controller, Accounting Manager and Senior Accounting Staff work
• Ability to create or review account reconciliations
• Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, carve-outs, complex capital raises and financing structures
• Write technical accounting memos for various topics such as equity versus debt classification, revenue recognition, lease accounting and other technical accounting matters
• Performs technical industry and company research utilizing online tools and publicly available information
• Supervises and performs day-to-day activities in support of consulting and technical accounting advisory projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement.
• Assist in preparation of clients internal and external financial statements including supporting schedules and required disclosures
• Provide audit readiness services
• Applies accounting, financial, and analytical skills to various client situations and practice disciplines, such as detailed reviews of financial statements and underlying accounting records, preparation of complex cash flow projections, and preparation of worksheets to model business processes
• Develops new business relationships both internally at CBIZ and externally in the marketplace to help generate new business
• Organizes information to facilitate effective data access and analysis
• Prepares written analyses and other reports for third parties, as necessary, on the project scope and/or results of activities
• Prepares presentations and quantitative exhibits for third parties on the project scope and findings
• Develops and maintains productive working relationships with client personnel

Manager, Accounting Advisory Services

• Provide accounting advisory support to clients, including implementation assistance with new accounting standards
• Outsourced Senior Accountant work
• Assist in the drafting of technical accounting memos for various topics such as equity versus debt classification, revenue recognition, business combinations, lease accounting and other technical accounting matters
• Performs technical industry and company research utilizing online tools and publicly available information
• Assist in preparation of clients internal and external financial statements including supporting schedules and required disclosures
• Assist clients in closing their books on a monthly and annual basis
• Assistance with audit readiness
• Develops and maintains productive working relationships with client personnel
• Review Consultant work product and provide feedback
• Responsible for completion of engagements, including managing all aspects of project
• Conduct solid analysis; deliver solutions for internal and external clients
• Attain revenue objectives
• Adhere to engagement budget constraints and complete assigned tasks with the time requested
• Participate in business development activities to include memberships in qualified organizations (alumni associations, chamber of commerce, networking groups, etc.) or regular business contacts with peers capable or eventually capable of referring potential engagements and cross serve opportunities
• Additional responsibilities as assigned

Senior Consultant – Accounting Advisory Services

• Provide accounting advisory support to clients, including implementation assistance with new accounting standards
• Outsourced Controller, Accounting Manager and Senior Accounting work
• Provide transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures
• Write technical accounting memos for various topics such as equity, debt, classification, revenue recognition, lease accounting, derivatives, business combinations and other technical accounting matters
• Performs technical industry and company research utilizing online tools and publicly available information
• Develops work plans and executes analyses to assess complex questions of fact, assists in preparing reports and schedules summarizing findings that will be delivered to clients and other parties
• Supervises and performs day-to-day activities in support of consulting and technical accounting advisory projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement.
• Assist in preparation of clients internal and external financial statements including supporting schedules and required disclosures
• Assistance with audit readiness
• Applies accounting, financial, and analytical skills to various client situations and practice disciplines, such as detailed reviews of financial statements and underlying accounting records, preparation of complex cash flow projections, and preparation of worksheets to model business processes
• Develops new business relationships both internally at CBIZ and externally in the marketplace to help generate new business
• Develops and maintains productive working relationships with client personnel

Senior Manager – Accounting Advisory Services

Marketing

• Develop and execute strategic, region-specific marketing plans that advance CBIZ’s brand, client engagement, and growth.
• Partner closely with office, service line, regional, and industry teams to deliver cohesive campaigns, high‑impact events, and measurable results.
• Build and execute a marketing and communications plan aligned to regional priorities and enterprise campaigns.
• Support annual planning and budgeting; prioritize initiatives with local and industry leadership.
• Lead integrated campaigns across email, web, social, and paid channels; ensure consistent messaging and brand standards.
• Plan and manage seminars, conferences/tradeshows, sponsorships, and CBIZ‑hosted events end‑to‑end (logistics, vendors, run‑of‑show).
• Coordinate pre/post‑event outreach and follow‑up.
• Track, measure, and communicate performance (pipeline, engagement, leads, wins); use insights to refine plans.
• Partner across services, regions, and industries to align priorities and share best practices.
• Serve as liaison between office/industry teams and the broader marketing organization.
• Build strong relationships with internal leaders and external partners; gather feedback to improve programs.
• Provide direction to junior team members and cross‑functional contributors; foster a collaborative, results‑driven culture.

Marketing Manager

• Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries
• Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
• Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
• Participate in client assignments from beginning to end
• Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
• Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
• Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
• Assist with training and mentoring junior associates and interns on tax methodology

Tax Associate

Artificial Intelligence

• Assist in the coordination and execution of marketing campaigns, communications, events, and promotional activities.
• Support development and updating of marketing collateral, presentations, email communications, and digital content.
• Help manage project timelines, task tracking, approvals, and distribution of marketing materials.
• Coordinate logistics for webinars, conferences, internal meetings, and client-facing events.
• Maintain organized files, templates, contact lists, and campaign materials using applicable technology tools.
• Collaborate with internal stakeholders to gather information and support timely completion of deliverables.
• Track marketing activities and assist with reporting on campaign performance and operational support needs.
• Provide day-to-day administrative and production support for the marketing function.

AI Marketing & Communications Specialist – AI Practice

• Develops and executes strategic, region-specific marketing plans that advance CBIZ’s brand, client engagement, and growth.
• Partners closely with office, service line, regional, and industry teams to deliver cohesive campaigns, high-impact events, and measurable results.
• Supports annual planning and budgeting; prioritizes initiatives with local and industry leadership.
• Leads integrated campaigns across email, web, social, and paid channels; ensures consistent messaging and brand standards.
• Plans and manages seminars, conferences/tradeshows, sponsorships, and CBIZ-hosted events end-to-end.
• Tracks, measures, and communicates performance (pipeline, engagement, leads, wins); uses insights to refine plans.
• Partners across services, regions, and industries to align priorities and share best practices.
• Builds strong relationships with internal leaders and external partners; gathers feedback to improve programs.
• Provides direction to junior team members and cross-functional contributors; fosters a collaborative, results-driven culture.

• 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
• Manager 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
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• Maybe a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

HCM Sales Consultant

Business Intelligence Analyst, Data Insights

Managing Actuarial Consultant

IT Support Technician

Senior Associate, Transaction Advisory Services

Senior Recruiter – Technology

Demand Planner

Manager, Accounting Advisory Services

Senior Consultant – Accounting Advisory Services

Senior Manager – Accounting Advisory Services

Marketing Manager

Tax Associate

AI Marketing & Communications Specialist – AI Practice

Marketing Manager

Tax Director – Corporate