CBIZ

Account Executive

• Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients.
• Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
• Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives.
• Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards.
• Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
• Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations.
• Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience.
• Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance.
• Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
• Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.

Retirement Plan Sales Consultant

Consultant

• 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 – Talent Solutions, Seasonal

Manager

• Serve as client's trusted advisor, demonstrates 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; ensure on time delivery and on budget
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Understand the client's organization, procedures and internal policies
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Manager – Talent Solutions, Seasonal

• Manage the design, development, delivery, measurement and reinforcement of learning and development actions focused on building tax technical knowledge and skills in client-facing professionals
• Evaluate the impact and effectiveness of existing tax technical learning and development programs and methods and make enhancements to content and delivery methods as needed
• Partner with tax service line stakeholders to develop and deploy a comprehensive tax technical learning and development curriculum across all levels
• Engage tax service line stakeholders in development tactics and actions, including needs assessment and measurements of impact and effectiveness
• Evaluate third-party content for application to tax technical learning and development programs
• Ensure that all national and local tax technical learning and development programs qualify for Continuing Professional Education (CPE) credit where appropriate
• Provide ongoing support to tax learning and development program facilitators
• Perform the above duties for additional service lines and industry concentrations as defined

Learning & Development Manager

Producer

• 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
• As appropriate, 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
• Additional responsibilities as assigned

Collections

• Reviewed aged accounts to resolve with client or fix account in system
• Resolve a full range of internal and external requests
• Assist with training on subject matter
• Become proficient in the use of commission accounting system and understand the ramifications of data entered and its impact on the financial operations of the company
• Additional responsibilities as assigned

Collections Specialist

Client Services Representative

• Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement directors and adhere to all quality control standards as required
• Serve as client’s trusted advisor, demonstrates 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; ensure on time delivery and on budget
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Understand the client’s organization, procedures and internal policies
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Tax Manager – Private Client Services

• 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

• **Essential Functions and Primary Duties**
• - 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
• - As appropriate, 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
• - Additional responsibilities as assigned

• 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

Retirement Plan Sales Consultant

Senior Consultant – Talent Solutions, Seasonal

Retirement Plan Sales Consultant

Manager – Talent Solutions, Seasonal

Learning & Development Manager

Producer

Collections Specialist

Tax Manager – Private Client Services

Tax Director

Producer

Tax Supervisor