CBIZ

Account Manager

• Provide service delivery to an assigned block of clients
• Resolve moderately complex customer service problems directly
• Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact on assigned accounts
• Build relationships with employer/group clients and serve as the primary point of contact for service delivery
• Represent client internally and coordinate with other functions to implement client systems and address service needs
• Escalate client concerns when appropriate
• Assist client services management in conducting client meetings as needed
• Inputs data into appropriate software for vendors/carriers/clients within required timeframe
• Coordinate employee communications for enrollment
• Participate with new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss with clients applicable legislation and market trends
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage

Account Manager – Employee Benefits

Payroll

• Ensure all internal controls and procedures are followed for accuracy and compliance
• Assist internal and external clients with requests and problems in a timely manner
• Manage email correspondence
• Maintain up-to-date knowledge of payroll tax rules and regulations to ensure compliance
• Prepare payroll tax payments for daily, weekly, monthly, and quarterly depositors
• File all federal, state, and local payroll tax returns in accordance with agency specific requirements
• Enter and update account numbers, unemployment rates, and deposit frequencies in both the payroll and tax system
• Reconciling prior to service payroll tax data for new customer to ensure we’ve loaded history correctly
• Resolve payroll tax notices with federal, state, and local tax agencies
• Audit preparation (year-end)
• Examine payroll records to ensure proper recording of tax transactions
• Identify, test, and support department efficiency-related processes and improvements
• Input data into software within required deadlines accurately
• Additional responsibilities as assigned

Payroll Tax Specialist – HCM

• Provide exceptional client service and technical support for our Centrally HR product
• Serve as the primary point of contact for clients, assisting them with system navigation and troubleshooting issues
• Manage day-to-day services for an assigned block of accounts
• Offer assistance with account management and technical support of UKG products
• Provide the highest levels of customer satisfaction by delivering timely resolutions and executing customer-focused commitments
• Collaborate with internal teams to resolve complex client issues and escalate client concerns when appropriate
• Proactively identify opportunities to improve system functionality and client satisfaction
• Coordinate client meetings as needed
• Conduct regular system audits to ensure data accuracy and compliance
• Maintain data integrity and quality with any applicable software on a timely basis

Client Success Account Manager – HCM

• Provide service delivery to an assigned block of clients
• Resolve moderately 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
• Assist client services management in conducting client meetings as needed
• Inputs data into appropriate software for vendors/carriers/clients within required timeframe
• Coordinate employee communications for enrollment
• Participate with new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss with clients applicable legislation and market trends
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned
• May provide guidance and direction to less experienced client service staff​

Analyst

• Use analytic tools, identify, design, recommend, and execute solutions to deliver actionable information to customers.
• Provide follow-up consultation on solutions as needed.
• Support and contribute to client and business analytics projects by supporting consulting teams and develop strategies.
• Use modeling, analytical methodologies, and data analysis to develop and deploy tools, including Tableau dashboards, infographics, reports, and models, to inform and support decision-making.
• Support client teams with a combination of raw data analysis and aggregation to support external reporting.
• Serve as an internal technical and analytic consultant to define business questions and transform data into meaningful and actionable information for a variety of customer segments.
• Display initiative in research beyond the specific assignment.
• Pursue expansion of current knowledge and skills.
• Meaningfully contribute to the area’s workload, considering volume and complexity.
• Loads, processes, and analyzes health care enrollment and claims/encounter data to support a variety of health care consulting projects.
• Develops a good understanding of our business model, objectives, issues, and challenges by interacting and collaborating with clients and client teams.
• Use database tools like SAS or SQL, to collect and analyze new data sets and support Tableau reporting.
• Develop and deploy Tableau dashboards that convey data supported population and health care insights.

Senior Tableau & Dashboard Analyst

• 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
• Additional responsibilities as assigned

Tax Associate

• Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
• Demonstrate understanding of the client’s business including analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
• Achieve charge hour goals
• Review associates' accounting, tax or auditing work: provide constructive review points
• May supervise associates on engagements
• Train and mentor associate staff
• May be involved in the client billing process by assisting Managers or Directors
• Identify and begin to develop knowledge in selected specialty practice
• Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
• Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
• Execute administrative duties as assigned
• Additional responsibilities as assigned

Senior Tax Associate

Manager

• Lead the preparation and filing of Form 10-K, 10-Q, and 8-K.
• Assist in the preparation and review of Proxy statement.
• Assist in the preparation and review of earnings releases and investor presentations.
• Prepare and review consolidated financial statements, footnotes, and Management’s Discussion & Analysis (MD&A), as assigned.
• Manage the quarterly and annual reporting calendar, ensuring deadlines are met and filings are accurate and complete.
• Oversee XBRL tagging and ensure compliance with SEC filing requirements
• Support preparation of Board of Directors and Audit Committee materials, as needed.
• Support optimization of Workiva
• Responsible for the accounting of debt, including interest accrual, on the monthly basis.
• Responsible for the accounting of interest rate swaps and other mark-to-market / fair value instruments.
• Assist in the research and document technical accounting issues, including preparation of accounting memoranda under ASC guidance
• Assist in the implementation of new accounting standards and SEC reporting requirements
• Provide subject matter expertise on complex transactions and disclosure requirements
• Oversee preparation of GAAP financial statements
• Perform financial statement tie-outs and analytical reviews prior to filing
• Maintain and enhance internal controls over financial reporting in compliance with SOX
• Oversee the completion and review of quarterly financial reporting surveys.
• Support audit requests and coordinate PBC deliverables

SEC Reporting Manager

• Perform due diligence and field examination assignments for the Group’s clients
• Supervise, train and mentor staff; listen and communicate effectively; work to develop responsible, trained staff by conducting performance feedback and evaluations
• Regarded as a Subject Matter Expert within the business unit and shares knowledge
• Assume significant client responsibility as client’s trusted advisor, relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
• Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
• Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
• Understand client’s needs
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Make recommendations on internal department procedures
• Recognize business opportunities for our clients and for CBIZ

Credit Risk Manager, Specialty Lending

Account Executive

• Build and maintain strong, consultative relationships with middle market, complex Public Entity clients (e.g., municipalities, school districts, counties, and special districts), consistently achieving retention and growth targets in alignment with CBIZ’s client-first philosophy
• Coordinate and lead all assigned client activities across the CBIZ client service team, ensuring a seamless, proactive, and high-quality service experience
• Develop a deep understanding of clients’ operations, governance structures, financial drivers, and strategic priorities, positioning CBIZ as a trusted risk and insurance advisor
• Develop and execute customized renewal and marketing strategies for complex Public Entity insurance programs, leveraging CBIZ’s national carrier relationships and market expertise
• Lead the new client onboarding process, ensuring a smooth transition, accurate coverage placement, and alignment with client expectations and public sector requirements
• Perform comprehensive risk, coverage, and financial analysis, delivering innovative, data-driven, and practical solutions tailored to Public Entity exposures
• Lead and coordinate the evaluation of marketing results, translating complex data into clear, actionable recommendations for clients, executive leadership, and governing boards
• Serve as a trusted advisor and strategic partner, building strong relationships with key stakeholders including City Managers, CFOs, Risk Managers, and Boards/Committees
• Negotiate renewal strategies and placements with carriers and specialty Public Entity markets, securing optimal terms, coverage structures, and pricing
• Educate clients on legislative changes, regulatory requirements, and industry trends impacting Public Entities, reinforcing CBIZ’s role as a thought leader
• Continuously assess client programs and deliver innovative risk management solutions, including claims advocacy, safety initiatives, and alternative risk structures (e.g., captives, pools, SIR programs)
• Participate in RFP responses, finalist presentations, and business development initiatives, contributing to CBIZ’s growth in the Public Entity sector
• Identify opportunities to expand relationships by introducing CBIZ’s broader advisory services, including risk management, employee benefits, and consulting solutions
• Ensure compliance with all state, federal, and public procurement regulations, as well as CBIZ internal standards and carrier requirements
• Utilize CBIZ systems and technology to maintain accurate client records and drive efficient, insight-driven service delivery
• Additional responsibilities as assigned

Senior Account Executive – Property & Casualty

• 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

Tax Director

Operations

• Coordinate and deliver high quality executive administrative support to senior leaders of the Boston office including but not limited to – coordinate and managing office meetings, appointments, agenda preparation, meeting logistics and related needs.
• Manage complex calendars and scheduling for office and executive leaders, including coordination of meetings across multiple time zones and prioritization of requests.
• Prepare, edit, and format business documents, spreadsheets, presentations, including PowerPoint as well as other materials as required.
• Coordinate travel arrangements, prepare and process expense reports, and track reimbursements per firm policies,
• Handle all matters with discretion and confidentiality.
• Supervise administrative staff, including reception and mailroom personnel.
• Oversee day-to-day operational functions and administrative services, including facilities/office maintenance, mail distribution, supplies and equipment management and office logistics.
• Evaluate and recommend process improvements to enhance operational efficiency and service improvements.

Operations Manager

Support Engineer

• Provide technical support answering plan document related questions and issues
• Assist with the design and modifications of plan documents
• Provide compliance expertise during a plan's lifetime such as IRS submissions, plan amendments, restatements and terminations
• Assist with answering technical questions and issues related to ERISA
• Additional responsibilities as assigned

Senior Technical Support Specialist, Plan Document Specialist

Marketing

• Support the execution of regional and national marketing initiatives while developing strategic go-to-market plans to support tax & accounting and industry-specific initiatives.
• Partner with regional practice leaders to 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 office team meetings with practitioners, putting their ideas into action with consistent follow-up.
• Manage multiple projects simultaneously with strong organizational and time management skills; know when to delegate to meet deadlines.
• Lead integrated campaigns across email, web, social, and paid channels; ensure consistent messaging and brand standards.
• Execute digital account-based marketing campaigns; enabling more targeted communication, brand awareness, lead generation and conversion.
• Track, measure, and communicate performance (pipeline, engagement, leads, wins); use insights to refine plans.

Marketing Manager

• Support strategic marketing efforts across the New England Region
• Collaborate closely with regional directors, industry leads, and teams to ensure effective delivery of regional and industry marketing goals
• Focus on proposal development, assisting with event logistics, internal marketing initiatives, industry support activities, marketing coordination, and maintaining internal team resources across the New England region.
• Partner with Regional Marketing Director and Regional Marketing Managers to assist Providence, RI and Boston, MA office initiatives
• Work closely with partners and practice leaders to identify marketing opportunities
• Assist with internal meeting planning, materials, content tracking, and event coordination
• Support campaign and event planning specific to the assigned industry.
• Support regional proposal requests, including review, interpretation, and response development for Request for Proposals (RFPs)
• Draft, edit, and format persuasive, technical, and client-focused proposals and presentations
• Assist with execution of conferences, tentpole events, and sponsorships
• Create marketing emails and digital campaigns through Pardot (training provided)

Account Manager – Employee Benefits

Payroll Tax Specialist – HCM

Client Success Account Manager – HCM

Account Manager – Employee Benefits

Senior Tableau & Dashboard Analyst

Tax Associate

Senior Tax Associate

SEC Reporting Manager

Credit Risk Manager, Specialty Lending

Senior Account Executive – Property & Casualty

Tax Director

Operations Manager

Senior Technical Support Specialist, Plan Document Specialist

Marketing Manager

Marketing Specialist