CBIZ

• 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
• 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 – Temporary Part-time

• Managing staff on assigned deliverables
• Completing reviews of tax filings as a member of the final review team
• Identifying client issues and conflicts
• Performing analysis and planning of tax engagements
• Preparing financial statements and tax filings
• Supervising, training and mentoring less experienced accounting staff
• Participating in new client development

Tax Manager

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
• 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 – Private Client Services

Accounting Manager

• Manage financial forensic engagements
• Communicate professionally with counsel that engages us
• Performance of preliminary forensic and appraisal analyses and data input for expert witness exhibits.
• Participate in client assignments from beginning to end.
• Create forensic and economics models for presentation of forensic standard accounting system.
• Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements.
• Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
• Assist in preparation of exhibits and background information for expert witness testimony
• Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct.
• They will participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to client's expectation

Forensic Accounting Manager – Litigation

• Performance of preliminary valuation, forensic, and appraisal analyses, including development of comparative adjusted financial statements and data input for expert witness exhibits.
• Knowledgeable of the relevant statutory and family codes and their applicability to accounting principles in performance of forensic accounting.
• Participate in client assignments from beginning to end.
• Create forensic and economics models for presentation of forensic standard accounting system.
• Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements.
• Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
• Assist in preparation of exhibits and background information for expert witness testimony
• Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct.
• They will participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to clients expectation **

Forensic Accounting Associate II

• 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 – Corporate

Manager

• Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors.
• Write detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization.
• Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives.
• Responsible for engagement management, including preparing and presenting accounting findings and concepts.
• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
• Contribute significantly to the development and training of junior staff members.
• Possess the ability to review and critique project databooks and reports prepared by engagement team members.
• Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors
• Work on multiple projects of varying size and complexity.
• Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.

Senior Transaction Advisory Manager

• Regarded as a Subject Matter Expert within business unit and shares knowledge
• Make recommendations on internal department procedures
• Recognize business opportunities for our clients and for CBIZ
• Assume significant client responsibility as client's trusted advisor, is 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 (such as financial statements, tax returns, work papers, etc.); 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 Qualified Plan needs (as applicable)
• Supervise, train and mentor staff; listen and communicate effectively
• Work to develop responsible, trained staff by conducting performance feedback and evaluations
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Tax Senior Manager

Consultant

• Engage with clients to understand business goals and translate them into scalable BI solutions using Alteryx, Microsoft Fabric, and/or the Microsoft Power Platform.
• Build and optimize data pipelines and workflows:
• - Alteryx Designer/Server for data preparation, blending, and automation.
• - Microsoft Fabric components such as OneLake, Data Factory pipelines, Data Engineering/Lakehouse, and Synapse experiences.
• Develop end-to-end analytics artifacts:
• - Semantic models, datasets, and metrics in Fabric.
• - Interactive reports and dashboards in Power BI (including DAX and Power Query/M).
• Implement robust data modeling (star/snowflake), data quality checks, and security (RLS/OLS) to ensure accuracy and governance.
• Contribute to solution architecture decisions, tool selection, and best practices for performance, reusability, and cost-efficiency.
• Explore and prototype AI-assisted data enablement (e.g., copilots, AI-driven data preparation, natural language insights) where appropriate.
• Produce clear documentation and provide user enablement/training to support adoption.
• Support business development with solution demonstrations, estimates, and proposal inputs.
• Optional: provide informal mentoring and knowledge sharing within the team; light project coordination as needed.

Senior Consultant – Business Intelligence

Field Engineer

• Field Service Technicians support Edward Jones branch offices, vendor sites, and home FA locations within their assigned territory.
• Responsible for installing, upgrading, and maintaining both primary and backup branch connectivity, as well as site infrastructure, including network hardware, computers, telephones, printers, and cabling.
• Manage maintenance, IMAC (Install, Move, Add, Change) tasks, and various projects while ensuring compliance with SLAs, rollout schedules, and deadlines.
• Remain adept with evolving technologies and provide client training on newly implemented systems.
• Regular travel up to 3 hours in one direction to Edward Jones branch locations within the assigned region.

Field Service Technician – Network Solutions

Human Resources

• Manages and completes a variety of tasks and interacts with clients to appropriately address day-to-day HR operations as required by the scope of services within the client engagement
• May take the lead in client functions and client transitions to ensure the integration and efficient operation of the HR function
• Serves as the first point of contact for escalated or complex HR matters; problem-solves and seeks support to address client-related matters
• Performs work in and has an advanced level understanding of compliance with applicable federal and state employment regulations and laws, company policies, and HR Services standards
• Oversees employee onboarding to ensure the proper completion of all new hire paperwork, conducts new hire orientation, reviews client policies and procedures with new hires
• Oversees the offboarding process for separating employees in accordance with company, state, and federal regulations

Senior Human Resources Generalist

Tax Director I – Private Client Services

Recruitment

• **Essential Functions and Primary Duties**
• - Partner with the team to execute sourcing strategies for entry to mid-level accounting and finance roles (e.g., Staff Accountant, Senior Accountant, Audit Associate, Tax Associate, FP&A Analyst).
• - Identify and engage candidates through job boards, LinkedIn, campus programs, referrals, community groups, and professional associations.
• - Screen resumes and conduct initial phone screens to assess qualifications, interest, and compensation alignment; route qualified candidates to hiring teams.
• - Coordinate interviews end-to-end (scheduling, logistics, confirmations, feedback collection) and ensure a smooth candidate experience.
• - Maintain accurate candidate, requisition, and activity data in our applicant tracking system, ensuring data integrity and compliance.
• - Support the offer process by coordinating compensation details, gathering required documentation, and assisting with background/onboarding steps.
• - Prepare basic market research summaries, talent maps, and compensation snapshots for recruiter and hiring manager review.
• - Contribute to posting and refreshing job ads, employer branding content, and networking outreach to expand diverse talent pipelines.
• - Track and report simple metrics (pipeline status, time-to-fill checkpoints, source-of-hire) to help the team monitor progress.
• - Communicate professionally with candidates and internal stakeholders, providing timely updates and next steps.
• - Participate in regular team meetings, share market/candidate insights, and recommend process improvements.
• - Develop an annual Personal Development Plan outlining individual learning goals and skill-building activities.
• - Support cross-functional collaboration with clients, and hiring managers to align role requirements and timelines.
• - Additional responsibilities as assigned.

Talent Acquisition Consultant

Operations

• Analyze and organize project data, creating clear, actionable reports primarily using Excel.
• Prepare and design impactful business presentations and project summaries in PowerPoint for internal stakeholders.
• Manage calendars, schedule meetings across time zones, and coordinate logistics for leadership and project teams.
• Capture, document, and distribute meeting takeaways and action items, ensuring timely follow-up and accountability.
• Support projects with tracking deadlines, deliverables, and milestones, ensuring all phases of projects remain on schedule.
• Maintain and update team and client documentation, distribution lists, and shared project resources.
• Provide administrative support for special projects, including data gathering, process documentation, and progress reporting.
• Maintain a high degree of discretion and confidentiality in all communications and work products.
• Contribute to a positive, solutions-oriented, and collaborative team culture.

Senior Operations Associate

• Supervise all aspects of accounting, tax or audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
• Develop a thorough understanding of the client's business, contributing to the analysis and planning of client engagements
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, and explain variances when needed
• Achieve charge hour goals
• Review engagement team members accounting, tax or auditing work: provide constructive review points
• Supervise and guide team members on engagements, fostering a collaborative and productive work environment
• Train and mentor engagement team members, supporting their technical and professional development
• Assist in the client billing process with Managers, Directors or Managing Directors
• Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
• 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