CBIZ

Human Resources

• Resolve a full range of internal and external requests
• Assist with the coordination of various processes and programs as they relate to customer needs
• May have administrator duties, or oversight responsibilities on applicable systems
• Prepare responses to customer 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

Human Resources Generalist – Operations

• Owner of specific client relationships and manages the day-to-day outsourced HR operations for the client
• Work as part of internal client teams for specific clients, collaborating with HR consultants, as well as Benefit and Payroll Specialists, to manage client workload
• Serve as the direct contact for client employees and leadership teams for all things related to human resources, benefits, and payroll
• Research, communicate, and accurately resolve human resource issues and concerns
• Conduct status meetings with clients to ensure client needs are being met according to the service scope and commitments
• Update, create, and develop HRIS changes for client-specific needs
• Audits payroll and monthly benefit reconciliations
• Assist in the preparation and production of professional materials for training presentations
• Completes and/or provides assistance with compliance reports such as EEO-1, VETS-4212, etc.
• Exhibit client-focused behavior and apply knowledge and training to support client needs
• Answer calls, research, and process client requests, and document actions as appropriate
• Provide support on specific HR consulting projects (handbooks, policy creation, HR due diligence, etc.)
• Ensure that all internal controls and procedures are followed
• Input data into the appropriate software for vendors/carriers/clients within the required timeframe
• Effectively operates all department equipment and software applications
• Additional responsibilities as assigned

Human Resources Generalist

Actuary

• Initiation of benefit calculations, including requests for election kits
• Data reconciliation
• Determination of minimum, maximum, and recommended annual plan contributions
• Preparation of actuarial communications related to IRS funding rules and regulations
• Preparation of accounting reports for plan and company financial statements
• Preparation of government filings, including Form 5500 (and schedules), PBGC premium determination, and Form 8955-SSA
• Preparation of required DOL notices such as the Annual Funding Notice
• Other projects such as Form 4010 filings, plan design changes, audit support, or multi-year forecasting (at the senior level)
• Additional responsibilities as assigned

Associate Actuarial Analyst – Retirement & Investment

Support Engineer

• Serve as the first point of contact for employees seeking technical assistance for questions and problems related to attest technology
• Perform remote troubleshooting through diagnostic techniques and pertinent questions, and determine the best solution based on the issue
• Direct unresolved issues to the next level of support
• Interface with internal team members and technology vendors for resolutions when applicable
• Monitor performance of attest technology applications and integrations between the various applications based on help desk ticket trends
• Identify and suggest possible improvements to attest technology processes and procedures
• Work with the National Attest Technology team to communicate trends in application and/or process related problems and suggested improvements
• Assist with application/technology testing, implementations, and pilots
• Assist in application data transitions and implementations
• Assist with testing upgrades, new features, or tools
• Assist with other team functions and deliverables as needed

Help Desk Support Technician

Full-stack Engineer

• Architect, design, and implement full-stack AI applications using .NET and modern front-end frameworks.
• Implement AI/ML models and algorithms into .NET applications to improve business processes, analytics, and user experiences.
• Provide expertise in modern front-end development, with a preference for React, to deliver seamless and scalable user interfaces.
• Work within an Agile software development framework, contributing to sprint planning, iterative product delivery, and continuous improvement.
• Focus on delivering features and solutions that provide measurable value to end-users and stakeholders, particularly in commercial product settings.
• Partner with data scientists, analysts, and other developers to deliver secure, efficient solutions.
• Write clean, maintainable, and testable code following modern design principles and best practices.
• Ability to articulate architecture and design recommendations to leadership and contribute to the firm’s AI strategy.
• Stay current on AI advancements, .NET releases, and front-end frameworks to keep our technology stack modern and effective.
• Maintain technical documentation, versioning, and knowledge transfer materials.

Senior AI Full Stack Developer

Administration

• Manage, maintain, and administer the on-premise Document Management System (preferably DocuWare).
• Perform system configuration, upgrades, patching, and performance monitoring.
• Maintain user accounts, permissions, roles, and security policies across the DMS.
• Monitor system health and proactively resolve performance or capacity issues.
• Design, configure, and optimize automated workflows, document indexing, and routing rules.
• Ability to gather requirements, design effective solutions, troubleshoot across multiple system layers.
• Implement automated retention policies and document lifecycle rules.
• Manage integrations between the DMS and other enterprise systems (ERP, CRM, HRIS, email, etc.) as needed.
• Provide Level 2/3 technical support for DMS issues, troubleshooting, and root-cause analysis.
• Coordinate with vendors or internal dev teams for customizations or advanced issues.
• Leverage basic SQL to perform data selects and joins, configure and schedule stored procedures, manipulate data fields, manage database tables and views, and perform database indexing to maintain performance.
• Ensure compliance with document retention policies, audit requirements, and regulatory standards (HIPAA, SOC, GDPR, etc., as applicable).
• Maintain system backup schedules and disaster recovery readiness for the DMS.
• Implement and monitor security controls, including access rights and document-level protections.
• Create and maintain system documentation, SOPs, workflow charts, and configuration records.
• Train employees in DMS usage, best practices, and new features.
• Support change management and adoption of DMS enhancements.

Document Management System Administrator

Account Executive

• Build and maintain client relationships, meeting specified client retention goals
• Coordinate and direct assigned client activities within client services team
• Develop strong understanding of the clients' business and strategic priorities
• Develop and execute the renewal and/or marketing strategy in accordance with client instructions
• Manage new client implementation process
• Execute solid analysis, delivering creative and practical solutions for clients
• Lead and coordinate the evaluation of marketing
• Serve as client's valued advisor, building a strategic and personal relationship with key client decision makers
• Negotiate renewal action with carriers based on client needs
• Educate clients on applicable legislation and market trends
• Closely monitor clients; provide innovative industry solutions in line with clients' business needs and goals
• Participate in RFP process and finalist presentations
• Identify and propose additional services to existing clients
• Ensure compliance with all regulatory guidelines
• Additional responsibilities as assigned

Account Executive – Employee Benefits

• Working with clients to procure data related to acquisition or construction and to ensure client satisfaction
• Analyze construction cost ledgers, contractor payment applications, and other cost documentation and reconcile to accounting records
• Perform takeoffs utilizing blueprints and perform physical site inspections
• Estimate unit costs utilizing costing manuals such as RS Means and Marshall & Swift
• Determine the appropriate tax life for each component of a building in accordance with IRS Regulations
• Understand and utilize the tangible property regulations and the application of the regulations to various projects
• Write reports and prepare schedules that support findings from analysis
• Analyzing property data and real estate income and expense statements
• Understanding of real estate appraisal valuation methodology and concepts
• May perform administrative support functions, client communication letters, request forms, etc.
• Research and report writing skills

Senior Cost Segregation Engineer

Accounts Payable

• Drive process improvement, analytics reporting, controls, and system enhancements within Accounts Payable and Treasury Operations.
• Serve as the subject-matter expert for invoice coding, providing oversight, guidance, and quality assurance.
• Lead ongoing process improvement initiatives within Treasury Operations and Accounts Payable functions.
• Create, enhance, and maintain AP and T&E metrics, dashboards, and key performance indicators.
• Administer selected vendor programs and relationships.
• Act as the Coding Lead for Accounts Payable, ensuring consistent, accurate coding.
• Prepare and analyze results of semi-annual P-Card audits and support remediation of findings

Accounts Payable Analyst – Coding Lead

Accounting Manager

• Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs
• Monitor the financial performance of Clients
• Compile and analyze financial reporting packages
• Prepare monthly and annual operating budgets
• Develop and manage financial controls in accordance with the company’s procedures
• Communicate financial metrics to senior management
• Provide leadership and support to accounts receivable and accounts payable departments
• Review relevant work papers and account reconciliations, including payrolls processed
• Review monthly financial statements, including cash flow statements
• Research complex accounting transactions and document conclusions
• Supervise, mentor, and train team members
• Network with industry professionals to generate new engagements
• Travel to local client sites as needed

• Own, administer, and continuously improve the ITSM platform, ensuring optimal performance, scalability, and usability
• Design, configure, customize, and optimize ITSM workflows, automation, forms, and integrations
• Translate ITIL-aligned processes into effective system configurations that work in real-world operations
• Evaluate, test, and implement new platform features, modules, and capabilities
• Leverage APIs, webhooks, and automation tools to enhance system functionality and integrations
• Drive root cause analysis related to platform issues and implement long-term fixes
• Build and maintain dashboards, reports, and data insights to support operational and executive decision-making
• Advise IT leadership on enhancement opportunities and continuous improvement initiatives
• Maintain strong documentation standards for configurations, processes, and procedures
• Communicate technical concepts clearly to both technical and non-technical stakeholders
• Manage vendor relationships and stay current on platform updates, roadmaps, and best practices
• Lead or coordinate activities of others as needed to support platform governance and improvements

IT Service Management Platform Administrator

IT Support

• Lead multiple assurance engagements end-to-end, ensuring high-quality deliverables within defined deadlines.
• Supervise, coach, and review the work of seniors and staff; provide timely feedback and mentorship.
• Perform planning, risk assessment, and scoping tailored to digital asset operations (e.g., custody, wallet infrastructure, mining pools, staking, lending/borrowing).
• Cross department coordination with Digital Asset & Blockchain Subject Matter Experts (SME) on digital asset audit procedures.
• Execute and review audit procedures over:
• Digital asset existence and rights (reconciliations, custodian confirmations, wallet controls, multi-signature arrangements).
• Fair value measurement and pricing source governance for digital assets.
• Revenue recognition models (e.g., trading fees, mining, staking, lending, broker services).
• IT general controls and application controls relevant to ledger, exchange, and wallet systems.
• Provide quality assurance reviews on working papers, financial statements, and related communications.
• Manage engagement economics (budgeting, staffing, scheduling fieldwork, monitoring progress).
• Coordinate with clients and third parties (custodians, administrators, legal counsel) to obtain evidence; schedule and oversee fieldwork.
• Resolve complex accounting and auditing matters; research and apply guidance (e.g., ASC 606/820/946, ASC 350/360/740, ASC 405/860; AU‑C/PCAOB standards)
• Draft and review audit reports and management communications; present findings to client leadership and those charged with governance.
• Contribute to practice development (thought leadership, methodology, tools) and business development.
• Maintain confidentiality and security of sensitive financial and client data, including keys and wallet-related information.
• Perform additional responsibilities as assigned.

Audit Manager I – Digital Assets

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.
• Required to travel up to 3 hours in one direction to Edward Jones branch locations within the assigned region.

Field Service Technician – Network Solutions

• 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

• 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.
• Drive a company-provided vehicle to complete on-site service calls throughout your territory.