CBIZ

• Review of all federal and state tax returns and K-1s and related filings
• Assist in gathering data and preparing schedules to be used in preparing tax returns
• Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
• Review quarterly and year-end estimates
• Assist in reviewing and responding to federal and state tax notices
• Support clients’ tax function’s operational processes
• Oversee, train and assist associate team members
• Able and willing to work with client personnel at client location, if needed
• Meet time restraints and deadlines
• Support lead person in charge of tax engagement
• Begin to build and develop quality relationships with clients
• Become proficient at tax research
• Assist with other projects as necessary

Senior Tax Associate – Private Equity Outsourcing

Account Manager

• Primary contact for a specified block of business and is responsible for the overall client satisfaction with the assigned business
• Perform all required Compliance Testing and related items
• Reconciles assets, prepares Form 5500 and all schedules
• Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
• Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting (5500, 5330), audits, re-pricing of contracts, and IRS guidelines
• Respond to Plan sponsors in a professional and timely manner concerning issues or questions
• Promote client retention and identify opportunities to build existing relationships through timely service quality
• Provide value-add solutions to increase operational efficiencies
• Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
• Resolve complex situations or requests
• Attend client meetings and prepare materials for meetings
• Achieve service goals established by department
• Additional responsibilities as assigned

Account Manager, Retirement Plan Administrator – Defined Benefit

• Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
• Effectively uses available resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, audits, re-pricing of contracts, and IRS guidelines
• Respond to Plan sponsors in a professional and timely manner concerning issues or questions
• Promote client retention and identify opportunities to build existing relationships through timely service quality
• Provide value add solutions to increase operational efficiencies
• Collaborate with internal partners in the delivery of timely and accurate information in response to inquiries and/or service issues
• Assist with the introduction of new products and services
• Resolve complex situations or requests
• Create plan communications focusing on compliance and education
• Attend client meetings and prepares materials for meetings
• Achieve service goals established by department
• Additional responsibilities as assigned

Senior Account Manager – Retirement Plan Administrator

• 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

Senior Tax Manager – Corporate

• Review federal and state corporate returns; Review high level federal and state partnership returns.
• Train and supervise staff, review and evaluate their work.
• Perform evaluations on lower level staff.
• Manage compliance engagements, from budgeting to scheduling to managing staff.
• Make suggestions to help improve efficiencies, within department and on engagements.
• Build new and existing client relationships and demonstrate interest and knowledge of client's business
• Perform research and draft memoranda on corporate tax issues.

Tax Manager – Corporate

Client Services Representative

• 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

Tax Senior Associate I, Private Client Services

Business Operations

• As an Audit Experienced Associate, you will be a key member of the CBIZ Risk and Advisory Team.
• You will participate in multiple engagements with public and private company clients usually in the mid-market ($100 million to $2 billion) range.
• You will participate in the development of internal audit and Sarbanes-Oxley compliance documentation and testing of processes and related controls around financial and operational risks.
• Assist with recognition of internal control weaknesses, lack of compliance with internal procedures and policies, or other processes that result in inadequate, inefficient, or ineffective operations.
• You may be responsible for supervising and reviewing associates’ work and providing constructive feedback.
• 3 days in office or at client site required

Business Process Audit Associate – Internal Audit, Risk Advisory

Consultant

• Review consultant work product, provide technical guidance, and support quality control across engagement deliverables
• Manage all phases of assigned engagements, including planning, execution, coordination of resources, and timely delivery of client work product
• Apply independent judgment and advanced analytical skills to evaluate data, develop conclusions, and deliver practical solutions to internal and external clients
• Contribute to achievement of engagement and practice revenue objectives through effective execution, client service, and identification of additional service opportunities
• Exercise discretion in managing engagement scope, priorities, and budget parameters while meeting quality standards and deadlines
• Participate in business development and relationship-building activities, including professional networking and cultivation of referral and cross-serving opportunities
• Perform other job-related duties and responsibilities as assigned

Senior Consultant – Tangible Asset Valuation

Financial Planning and Analysis

• Serve as a SALT subject matter expert for clients within the financial services industry, including asset managers, banks, insurance companies, private credit, fintech, and other financial institutions
• Lead SALT compliance and consulting engagements addressing complex multistate tax issues unique to financial services organizations, including state and local income tax compliance reviews, income sourcing, apportionment, and nexus considerations
• Advise clients on state tax implications of financial products, services, and revenue streams, including fee-based income, investment structures, and intercompany transactions
• Provide technical guidance on state income/franchise, sales/use, and other indirect tax matters impacting financial institutions, including evolving regulatory and compliance expectations
• Support clients in navigating state tax considerations related to emerging financial models, including fintech platforms, digital payments, and alternative investment structures
• Conduct nexus and filing footprint analyses for multistate and highly regulated financial services organizations operating across jurisdictions
• Assist with audit defense, controversy matters, and voluntary disclosures specific to financial services and institutional clients
• Monitor and communicate developments in state taxation impacting financial institutions, and translate those changes into actionable client guidance
• Partner with firm leadership to expand CBIZ’s SALT presence within the financial services sector, including identifying new service offerings and market opportunities

Senior Tax Manager – SALT, Financial Services

• 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 Specialist

Tax Director – SALT, Financial Services

Tax Associate

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.
• Must remain adept with evolving technologies and provide client training on newly implemented systems.
• Requires regular travel up to 3 hours in one direction to Edward Jones branch locations within the assigned region.
• Primarily work in the field within your designated territory (Redding, CA).

Field Service Technician – Network Solutions

• 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, workpap**ers, 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

Senior Tax Manager

Accounting Manager

• Manage and develop staff, including goal setting, coaching, performance feedback, and day-to-day prioritization.
• Assist the Director with leadership of the accounting team, including issue resolution and cross-functional coordination.
• Review staff work products and reconciliations for completeness and accuracy, including consolidated cash, debt/interest, and swap/payroll bond activity.
• Perform and oversee accounting for equity-related activity, including equity award tracking/reporting and share repurchase program reporting.
• Serve as a reviewer for lease accounting, including supervision of lease entries and related control execution.
• Perform accounting and reconciliation activities related to deferred compensation plans.
• Support quarterly reporting through consolidated financial statement analysis (balance sheet, income statement, cash flow).
• Prepare and/or support preparation of the statement of equity.
• Review cash flow workbooks for accuracy and presentation quality.
• Perform tie-outs to external reporting (e.g., 10-Q/10-K support schedules) and review investor presentation materials for numerical accuracy.