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

Field Engineer

• Support Edward Jones branch offices, vendor sites, and home FA locations within assigned territory.
• Responsible for installing, upgrading, and maintaining primary and backup branch connectivity, as well as site infrastructure.
• Manage maintenance, IMAC tasks, and various projects while ensuring compliance with SLAs and schedules.
• Provide client training on newly implemented systems.
• Regular travel up to 3 hours in one direction to Edward Jones branch locations within assigned region.

Field Service Technician – Network Solutions

Security Engineer

• Actively investigate and respond to security alerts across SIEM, XDR, NDR, identity, email, endpoint, and cloud security tools.
• Lead incident handling from triage through containment, eradication, recovery, and lessons learned.
• Perform root-cause analysis, validate remediation, and document findings and actions.
• Participate in an on-call rotation and after-hours response as needed.
• Configure, harden, and maintain security controls in Microsoft Azure, AWS, and Microsoft 365 security and compliance platforms.
• Engineer and operationalize controls for identity protection, email/phishing defenses, DLP, conditional access, and tenant security baselines.
• Secure and monitor cloud workloads, identities, and data across hybrid and multi-cloud environments.
• Support and troubleshoot certificate-based authentication and encryption using PKI.
• Tune and refine detections for cloud, identity, and email-borne threats.
• Administer and tune core security platforms such as SIEM and log pipelines, Endpoint/XDR, Network security, Identity and access management.
• Use scripting and automation (PowerShell, Python, Bash) to streamline investigations, orchestrate response actions, and reduce manual toil.
• Create and maintain operational documentation: runbooks, playbooks, SOPs, and KB articles that reflect how work is done.
• Partner closely with GRC, IT, Cloud, Networking, Systems, Endpoint, and Business teams to drive secure outcomes.

Manager

• Provide daily oversight to assigned team and region, including white-glove client service, while delivering results-oriented solutions, adapting to shifting priorities and eliminating roadblocks.
• Oversee service delivery to over 2,500 client sites by of an average of 38 assigned associates in an eight to nine state region.
• Prioritize and oversee completion of more than 1,000 maintenance, project, and IMAC activities each month.
• Coordinate multiple projects, proactive efforts, maintenance, and new branch install (NBI) activities, adapting and reprioritizing tasks when needed.
• Ensure service delays are communicated to appropriate branch personnel, properly documented in assigned tasks, and addressed as soon as a resource is available.

Assistant Regional Manager – Network Solutions

Consultant

• Perform all aspects of client field work meeting client objectives as defined in scope of services under the direct supervision of senior consultant and above
• Apply area of expertise relative to client engagements and perpetually build knowledge base and thus strengthening area of expertise
• Execute solid analysis, delivering creative and practical solutions for client engagements
• Deliver urgent responses to existing client inquiries
• Attain revenue objectives
• Adhere to engagement budget constraints and complete assigned tasks within the time requested
• Maintain systems proficiency to enhance client services delivery
• 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
• Responsible for meeting annual sales goals if applicable to position
• Additional responsibilities as assigned

Consultant – Talent Solutions, Seasonal

IT Support

• Build, develop and manage a team capable of carrying out operational strategies needed while improving employee, client, and vendor relationships.
• Supervise and manage overall performance of assigned associates.
• Continue to spend a significant amount of time performing individual tasks related to the success of the team.
• Act as a liaison between CBIZ associates and the client.
• Responsible for staffing, performance management and disciplinary action for assigned team.
• Create and exhibit a sense of ownership for developing efficient operations and identifying opportunities for continuous growth.
• Handle the escalations for assigned team.
• Create and update procedures and documentation to improve efficiency and effectiveness.
• Train associates in new activities, policies, technical systems, and procedures.
• Lead and attend department meetings, team meetings, and 1:1s with assigned associates.
• Complete performance reviews and make salary recommendations for assigned direct reports.
• Assume responsibilities for related duties as assigned.

Help Desk Team Leader

• 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

Outside HCM Sales Representative

Client Services Representative

• Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
• Addresses questions on technical accounting matters from team members and upper level client management
• Has intermediate to advanced level tax preparation skills
• Performs a detailed review of team’s workflow and monitors tasks to ensure they are assigned and completed on a timely basis
• Manages multiple assignments inside an engagement
• Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise
• Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.)
• Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
• Identifies opportunities to leverage staff including designing staffing structure of engagement
• Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
• Trains, supervises and mentors lower level staff
• Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives

Senior Tax Associate, Private Client Services

Analyst

• Serve as the primary technical analyst for SQL-based applications, data integrations and data centric troubleshooting
• Design, analyze, and optimize SQL data models, stored procedures, and ETL processes
• Develop and maintain SSIS packages for data integration and transformation
• Perform ad-hoc data analysis and complex SQL queries to support business needs
• Debug, enhance, and optimize existing SQL code written by internal teams or vendors
• Partner directly with business stakeholders to gather requirements, analyze issues, and deliver enhancements
• Support finance-related applications with understanding of GL, AP, AR, and related processes
• Perform data maintenance, identify root causes of data issues, and coordinate fixes with the business and vendors
• Coordinate with vendors on application upgrades and patches, scheduling and execution, user acceptance testing (UAT), communication and release planning
• Lead and execute change management activities using ITSM methodologies
• Manage user access and security for vendor systems
• Respond to SOX audit requests and support quarterly/monthly audit submissions
• Provide ongoing production support for SQL, integrations, and vendor applications

Senior Application and Data Integration Analyst

• Manage multiple engagements for clients in various industries including, technology, life sciences, retail, and manufacturing. Includes public and privately owned businesses
• Manage client relationships
• Assist clients with the review of the global quarterly and annual income tax provisions in accordance with ASC 740 standards
• Assist clients in the analysis of tax exposures, including the calculation of tax reserves for uncertain tax positions. Prepare and review documentation supporting tax positions and relevant disclosures
• Oversee client’s tax account reconciliation
• Assist clients with the preparation and documentation of income tax footnotes and disclosures for quarterly and annual SEC filings.
• Coordinate and communicate with financial statement auditors as necessary
• Review all federal, foreign, and state income tax return filings
• Assist clients with audits and inquiries by governmental authorities.
• Assist clients with developing and maintaining tax strategies
• Assist clients with designing, improving, and execution of SOX tax controls
• Develop overall engagement budget
• Able and willing to work at client location when needed
• Serve as key client contact; viewed as a trusted business advisor by clients
• Drive continuous improvements to the process and methodologies used in the tax department.
• Ensure quality control standards are met
• Supervise, motivate, and train engagement team members
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Senior Tax Manager – Public Company Co-sourcing, ASC 740

Marketing

• Business to Business marketing experience
• Ability to translate complex solutions into clear, compelling messaging for varied audiences
• Experience working with remote/hybrid teams
• Proven success managing multiple campaigns, projects, and launches simultaneously
• Experience owning end-to-end execution, including planning and go-to-market support
• Strong QA ownership across all marketing deliverables to ensure accuracy, brand alignment, and quality
• Experience planning and executing in-person and virtual events (client/prospect events, sponsorships, etc.)
• Willingness to travel as needed to support events and other projects
• Ability to manage multiple internal and external stakeholders and align cross-functional teams
• Experience working with SDRs/BDRs
• Additional responsibilities as assigned

Retirement Plan Sales Consultant

Field Service Technician – Network Solutions

Retirement Plan Sales Consultant

Retirement Plan Sales Consultant

Security Engineer

Assistant Regional Manager – Network Solutions

Consultant – Talent Solutions, Seasonal

Help Desk Team Leader

Outside HCM Sales Representative

Retirement Plan Sales Consultant

Retirement Plan Sales Consultant

Senior Tax Associate, Private Client Services

Senior Application and Data Integration Analyst

Senior Tax Manager – Public Company Co-sourcing, ASC 740

Marketing Manager – Technology