CBIZ

Field Engineer

• Support Edward Jones branch offices, vendor sites, and home FA locations within assigned territory.
• Install, upgrade, and maintain both primary and backup branch connectivity, as well as site infrastructure, including network hardware, computers, telephones, printers, and cabling.
• Manage maintenance, IMAC 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.
• Complete on-site service calls throughout the territory using a company-provided vehicle.

Field Service Technician – Network Solutions

Operations

• Process payroll adjustments, including corrections, tax adjustments, and entries for third-party sick pay.
• Conduct monthly, quarterly, and annual payroll audits, implementing any necessary corrections.
• Assist with year-end payroll processes, including the review and validation of W-2 and 1099 forms.
• Document processes, compliance changes, and system updates to keep the service team and clients well-informed.
• Make updates in the system to reflect federal, state, and local regulations.
• Set up, update, and perform quality assurance (QA) on tax codes, earnings, and deduction configurations.
• Provide guidance and training to the service team on compliance-related updates and best practices.
• Working knowledge of federal, state, and local payroll laws and regulations
• Experience with payroll systems and configuration (HRIS/payroll platforms)
• Working under direction, provides application and system support for clients
• Resolve a full range of internal and external requests
• Assist with the coordination of various processes and programs as they relate to client needs
• May have administrator duties, or oversight responsibilities on applicable systems
• Prepare responses to client complaints under supervision by more senior management
• Work on data collection, fact-finding and research
• May have responsibility to conduct and/or coordinate training of others
• May have responsibility for compliance and administration of applicable corporate policies, local policies and federal and state regulations
• May be responsible for documentation
• Additional responsibilities as assigned

Operations Specialist

Graphics Designer

• Design an array of marketing collateral including, but not limited to, brochures, presentations, ads, social media campaigns, publications, tradeshow displays, posters, invitations, event materials, and other client-facing materials
• Create impactful PowerPoints for in-person and virtual presentations
• Ensure a consistent look and feel that adheres to and supports the CBIZ brand/identity
• Oversee projects from conception to completion, and act as liaison to external vendors to ensure timely and accurate production while minimizing costs
• Design visually appealing infographics for print, interactive media, and web
• Working collaboratively with other designers and other teams within Marketing
• Utilize self-serve template software to create collateral templates for non-designers
• Work with Managing Directors, professional staff, and the creative team by providing best practices in design standards and determining the best approach to achieve objectives
• Independently manage ongoing design projects while prioritizing time-sensitive requests
• Be up-to-date with the latest design trends, techniques, and technologies

Graphic Designer

Recruitment

• This Recruiter will focus on recruiting efforts for our Benefits and Insurance group
• Maintain clear understanding of full cycle recruitment in Financial Services, Public Accounting
• Work collaboratively with the HR team and hiring managers to understand business objectives, candidate requirements for open positions, consult on key trends for hiring, and develop sourcing strategies
• Proactively identify, qualify and recruit passive candidates, using innovative sourcing strategies, cold calling, social media and networking tools
• Screen resumes, conduct interviews and refer qualified candidates to management
• Maintain internal and external job postings across multiple platforms
• Ensure a positive client and candidate experience throughout the hiring process
• Attend networking events as a representative of CBIZ
• Ability to maintain a professional presence on social media sites, promote open positions and network
• Research target companies and organizations to support sourcing strategies
• Additional responsibilities assigned

Recruiter

Consultant

• Lead full-cycle executive search engagements for universities, colleges, and academic systems.
• Partner with institutional leaders (Presidents, Provosts, Deans, Trustees, HR leadership) to understand organizational needs, culture, and strategic priorities.
• Develop comprehensive search strategies aligned with client expectations and industry trends.
• Identify, assess, and recruit executive-level candidates for roles such as President, Provost, Dean, CFO, COO, Vice President, and other senior administrative leaders.
• Conduct in-depth candidate interviews, competency assessments, and profile evaluations.
• Build and maintain diverse candidate pipelines within the higher education talent ecosystem.
• Serve as a trusted strategic advisor to higher education clients throughout all phases of the search process.
• Provide market insights, salary benchmarks, succession planning recommendations, and talent trends specific to academia.
• Facilitate client meetings, stakeholder interviews, and candidate presentations.
• Drive end-to-end search project execution, including timelines, deliverables, documentation, and communication.
• Coordinate candidate scheduling, interview logistics, reference checks, and background verifications.
• Create high-quality search deliverables such as position profiles, candidate reports, and search summaries.
• Stay current on higher education trends, governance structures, accreditation requirements, and leadership competencies.
• Represent the firm at higher education conferences, networking events, and industry associations.
• Contribute to thought leadership through articles, presentations, or research on academic leadership and executive search best practices.

Executive Search Consultant – Higher Education

Accounting Manager

• Working under direct supervision supporting clients to ensure alignment on financial and administrative processes
• Reconcile client accounts within software
• Design and maintain workflow for gathering and analyzing data
• Provide research and comparative analysis of accounting data
• Compile and maintain financial records such as journals, ledger balances
• Assist in maintaining accurate financial records by inputting data into accounting software
• Support the maintenance of documentation and records pertaining to financial transactions, contracts, ensuring completeness and accuracy to facilitate auditing processes
• Research variances, errors, or anomalies in work product, escalating to management if significant
• Comply with federal, state, and company policies, procedures, and regulations
• Prepare reports for management review as directed
• Additional responsibilities as assigned

Administrative Accounting Specialist

Compliance

• Support the development, implementation, and ongoing maintenance of compliance programs in accordance with SEC, FINRA, and applicable state regulations.
• Conduct ongoing monitoring, reviews, and testing of business activities to identify potential compliance risks and issues.
• Assist the Compliance and Operations teams with the preparation, review, and timely filing of regulatory reports and disclosures, including Form ADV, Form CRS, FINRA filings, and state regulatory submissions.
• Support regulatory examinations, audits, and inquiries by preparing documentation, responding to requests, and coordinating with internal compliance stakeholders.
• Review marketing, advertising, and client communications for regulatory compliance, and support RIA leadership with go-to-market initiatives.
• Support compliance with corporate policies and programs, including but not limited to insider trading, RFPs, business continuity planning (BCP), records retention, and anti-bribery and anti-corruption requirements.
• Assist in the administration, monitoring, and ongoing effectiveness of corporate compliance policies and programs across business units.
• Support codes of ethics, conflicts of interest processes, investigations, and whistleblower programs.
• Participate in enterprise risk management (ERM) and compliance risk assessments.
• Assist in maintaining, testing, and documenting internal controls related to compliance and corporate governance.
• Support Board of Directors and committee reporting, including preparation of compliance summaries, metrics, and materials.
• Assist with policy governance, including drafting, reviewing, updating, and distributing corporate compliance policies and procedures.
• Demonstrated strategic problem-solving skills, including the design, implementation, and execution of compliance solutions in complex regulatory and corporate environments.
• Experience supporting the development, implementation, and oversight of compliance automation, ensuring alignment with legal, regulatory, and industry best practices.
• Provide governance and oversight of automated compliance tools and processes.
• Support training, monitoring, and ongoing effectiveness testing of compliance programs.
• Proactively enhance compliance processes and support the continuous evolution of compliance programs through automation, data analytics, and best-practice improvements.
• Collaborate effectively with internal stakeholders, including Legal, Finance, Risk, Operations, Technology, Internal Audit, and Business Unit leaders, to integrate compliance into daily business operations.
• Assist in delivering clear, well-documented, and actionable compliance reporting to senior management and the Board of Directors.
• Identify potential system, process, and internal control gaps, and support remediation efforts.
• Have sound ethics and understanding of necessary discretion.

Compliance Specialist

• Engage in a wide array of tax consulting projects, including researching tax strategies and implementing value-added solutions
• Provide transaction planning for mergers and acquisitions
• Analyze client and prospect situations to identify innovative tax-saving opportunities
• Review client and prospect tax positions to uncover more advantageous methods and structures
• Evaluate business operating structures and support negotiation of favorable deal terms
• Conduct research and technical analysis on tax legislation and structuring for efficiency

Tax Manager – Consulting

• 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

Manager

• Lead day-to-day execution of multiple financial due diligence engagements
• Manage engagement teams and coordinate directly with targets and clients
• Apply technical and transaction knowledge across financial due diligence areas
• Ensure deadlines and quality standards are met
• Develop and mentor engagement team members

Transaction Advisory Services Manager

• Process payroll adjustments, including corrections, tax adjustments, and entries for third-party sick pay.
• Conduct monthly, quarterly, and annual payroll audits, implementing any necessary corrections.
• Assist with year-end payroll processes, including the review and validation of W-2 and 1099 forms.
• Document processes, compliance changes, and system updates to keep the service team and clients well-informed.
• Make updates in the system to reflect federal, state, and local regulations.
• Set up, update, and perform quality assurance (QA) on tax codes, earnings, and deduction configurations.
• Provide guidance and training to the service team on compliance-related updates and best practices.
• Working knowledge of federal, state, and local payroll laws and regulations
• Experience with payroll systems and configuration (HRIS/payroll platforms)
• Working under direct supervision, provides application and system support for clients
• Resolve a full range of internal and external requests
• Assist with the coordination of various processes and programs as they relate to client needs
• May have administrator duties, or oversight responsibilities on applicable systems
• Prepare responses to client complaints under supervision by more senior management
• Work on data collection, fact-finding and research
• May have responsibility to conduct and/or coordinate training of others
• May have responsibility for compliance and administration of applicable corporate policies, local policies and federal and state regulations
• May be responsible for documentation
• Additional responsibilities as assigned

Associate Operations Specialist – HCM

Account Executive

• We are seeking a high-performing ERP Account Executive to drive growth in our national Cloud ERP practice.
• This role is ideal for a consultative seller who understands how finance, operations, and technology converge and can translate that into measurable business outcomes for clients.
• You will work closely with solution consultants, implementation leaders, and industry specialists to help organizations modernize financials, automate processes, and improve visibility across accounting, operations, and supply chain.
• This is a solution sales role. You will sell ERP subscriptions alongside expert-led implementation and advisory services to companies of all sizes and industries.
• The ideal candidate has established relationships with C-level and VP-level buyers especially CFOs, Controllers, COOs, and CIOs—and at least 5 years of proven success selling Cloud ERP and adjacent business applications and services (e.g., Sage Intacct, Acumatica, NetSuite), with a track record of consistent quota attainment.
• Achieve weekly, monthly, and annual targets for subscription ARR and professional services through effective sales and marketing strategies.

ERP Account Executive – Cloud ERP Solutions

Project Manager

• Plan, coordinate, and manage Sage 100 ERP implementation, upgrade, and support projects for clients across various industries.
• Serve as the main point of contact between the client, internal consultants, technical teams, and third-party vendors.
• Facilitate project kick-off meetings, requirements workshops, and regular status updates to ensure clear communication and alignment.
• Develop detailed project plans, timelines, resource allocations, and budgets.
• Proactively identify and manage project risks, issues, and changes, facilitating timely resolution and escalation when necessary.
• Oversee project documentation, including business requirements, functional specifications, and training materials.
• Ensure projects adhere to established methodologies and best practices, driving delivery excellence and continuous improvement.
• Coordinate user training and support, ensuring a successful transition and user adoption post-go-live.
• Foster strong client relationships, focusing on customer satisfaction and long-term partnership.
• Mentor and guide junior project team members as needed.

• 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

Tax Senior Manager

Crypto

• 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