CBIZ

Director

• Actively manage a team of data professionals to achieve strategic priorities and performance goals.
• Collaborate with key stakeholders to standardize, promote, and evangelize the responsible and ethical use of data needed to improve the firm's performance.
• Serve as a subject matter expert of our enterprise-class data warehouse and analytics solution.
• Leverage our data to support performance initiatives.
• Assist with the build, development, and maintenance of data models, reporting systems, data automation systems, dashboards, and performance metrics that support key business decisions.
• Drive data initiatives and efforts to improve firm-wide decision-making.
• Partner with the Information Security and Data Protection teams to implement controls, policies, and standards that meet organizational expectations while still complying with regulatory requirements.
• Present operational updates, issues, and proposals to directors and executive leadership on a regular basis.
• Help govern and support a culture that manages data as an enterprise asset.
• Cultivate, foster, and maintain positive working relationships with data-centric user and peer groups.
• Promote a culture of continuous improvement on the team.

Director, Business Intelligence – Data Insights

• 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

Tax Supervisor

Compliance

• Provide advice and counsel on plan document design and compliance
• Provide advice and counsel on retirement plan life cycle such as IRS submissions plan amendments, restatements, and plan terminations
• Perform research, compilation, review and analysis of information to aid in decision making
• Consult with plan sponsors to resolve issues
• Perform research and resolution to assist with questions and issues
• Provide general client service and problem resolution services
• Additional responsibilities as assigned

Associate Compliance Specialist

Field Engineer

• Support Edward Jones branch offices, vendor sites, and home FA locations within assigned territory
• Responsible for installing, upgrading, and maintaining both primary and backup branch connectivity
• Manage maintenance, IMAC tasks, and various projects while ensuring compliance with SLAs
• Provide client training on newly implemented systems
• Travel up to 3 hours in one direction to branch locations within assigned region
• Drive a company-provided vehicle to complete on-site service calls throughout territory

Field Service Technician – Network Solutions

Accounting Manager

• Deliver high-quality, client-focused general accounting services to all assigned clients, accurately entering transactions related to cash, accounts payable, accounts receivable, and month-end adjusting journal entries as directed.
• Take an active role in the month-end close, including reconciling cash and credit card accounts, importing or syncing data from external systems, and updating balance sheet schedules as required.
• Proactively communicate progress and potential issues, seeking guidance when necessary to prevent delays and ensure smooth workflows.
• Prepare preliminary monthly financial statements for manager review, analyzing and clearly explaining unusual variances or discrepancies compared to budget and prior periods.
• Collaborate effectively with team members to ensure all client deliverables are completed on time and in accordance with firm standards.
• Consistently follow established processes and procedures, while actively contributing suggestions for process improvements.
• Oversee and review the monthly work of staff accountants, providing supervision and ensuring accuracy, completeness, and efficiency in the month-end close.
• Demonstrate a commitment to continuous learning by proactively expanding knowledge of accounting principles, best practices, and emerging technologies.
• Proficient with cloud-based accounting and finance technologies (such as QuickBooks Online, Sage Intacct, BILL, Ramp, Expensify, Gusto, etc.).
• Skilled in Microsoft Office applications (Word, Excel, Outlook, PowerPoint).

Senior Accountant – Outsourced Accounting Services

Business Development Rep

• Prospect and build relationships with middle-market businesses and larger enterprises across various industries, with a strong focus on construction, real estate, and manufacturing & distribution.
• Skillfully contact CEOs, CFOs, CROs, CAEs, CCOs, CISOs CTOs, Internal Audit Directors/Managers and other key financial leaders to understand their needs, future plans, and desire for change.
• Continually identify and qualify new sales opportunities by building trusted relationships and maximizing enterprise sales programs, campaigns, and content-driven digital programming.
• Partner with Client Service Teams and Marketing Team to develop and execute sales campaigns specific to the targeted industries and markets.
• Meet the challenge of generating leads and winning new business in dynamic and sophisticated organizations that require a full range of CBIZ solutions.
• Conduct a minimum of 20 sales appointments per month using various communication methods, including in-person meetings, video conferences, and phone calls.
• Work closely with Client Service colleagues to lead a team sales approach that listens and responds to prospect needs, highlights the CBIZ value proposition, and demonstrates a compelling win strategy.
• Responsible for crafting an annual sales plan and achieving annual sales goals agreed upon with the Vice President of Business Development & Sales Enablement.
• Plan and report on sales activity using Salesforce CRM enterprise application.
• Play a role in delivering business development skills training to client service colleagues and other emerging professionals.
• Report to the Regional Director of Business Development while maintaining strong relationships with internal stakeholders, including Senior Managing Directors, Managing Directors, Practice Leaders, and Marketing and Operations Professionals.
• Perform other duties as assigned.

Business Development Manager

• Support Edward Jones branch offices, vendor sites, and home FA locations within assigned territory.
• Responsible for installing, upgrading, and maintaining branch connectivity and site infrastructure.
• Manage maintenance, IMAC tasks, and various projects while ensuring compliance with SLAs.
• Provide client training on newly implemented systems.
• Requires regular travel up to 3 hours in one direction to branch locations.
• Operate a company vehicle for on-site service calls.

Field Service Technician, Network Solutions

Account Manager

• Provide service delivery to an assigned block of clients
• Resolve moderately complex customer service problems directly
• Act as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accounts
• Build relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-day service delivery
• Represent client internally and coordinate with other functions to implement client systems, complete projects and address ongoing service needs
• Escalate client concerns when appropriate
• Assist client services management in conducting client meetings as needed
• Inputs data into appropriate software for vendors/carriers/clients within required timeframe
• Coordinate employee communications for enrollment
• Participate with new client set-up, renewals, and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss with clients applicable legislation and market trends
• Ensure that all internal controls and procedures are followed
• Generate client interest in additional lines of coverage
• Additional responsibilities as assigned
• May provide guidance and direction to less experienced client service staff

Account Manager – Employee Benefits

• 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

Accounting Manager I – Outsourced Accounting Services

• Assist with international tax research, documentation, and compliance-related projects
• Support monitoring and compliance efforts by gathering, organizing, and reviewing information related to multinational structures and transactions
• Assist in preparing internal memos, tax structuring decks, summaries of technical guidance, and client-facing documentation
• Help prepare meeting materials and take notes for key team meetings
• Respond to inquiries and provide administrative and project support to the ITS team
• Contribute to internal communications, including drafting content for reports, summaries, or knowledge-sharing materials
• Participate in firmwide training sessions and process improvement initiatives
• Collaborate with industry leaders and subject matter experts on special projects
• Shadow team members to gain exposure to cross-border tax issues, research processes, and compliance workflows
• Work effectively within a distributed, remote team environment

International Tax Intern

Business Intelligence Developer

• Work with internal business stakeholders to generate reports and dashboards grounded on well-defined conceptual, logical, and physical data models.
• Collaborate with the Business stakeholders and development team to create mapping requirements, technical specifications.
• Write and optimize SQL code to prepare, join, and validate data from multiple sources, ensuring accuracy and performance in reporting models.
• Apply a strong understanding of modern data architectures and design scalable dimensional and semantic models.
• Leverage Power BI and Alteryx to design dashboards and automate data workflows.
• Conduct quantitative and/or qualitative research of information affecting financial and/or business processes and translate findings into domain-specific data models.
• Prepare and deliver descriptive, diagnostic, predictive, and prescriptive analytical insights.
• Define KPIs/targets and monitor actions coming out of operational reviews to ensure continuous improvement in initiatives designed to drive firm profitability.
• Apply data visualization, descriptive, and summary statistical techniques for discovery and timely insights through Power BI and other platforms.
• Leverage internal and external data sources to gather relevant benchmarks for the CPA firm industry.

Senior Power BI Developer

• Assist with tasks in relation to transfer pricing projects including research, financial analysis and other incidental support
• Support monitoring and compliance efforts by gathering, organizing, and analyzing economic and financial data
• Assist with the preparation of organizational charts, transaction diagrams, analytical models and other documentation using MS Excel, PowerPoint and Word
• Support members of engagement teams to create and maintain client deliverables, workpapers, and other schedules
• Assist with the preparation of meeting materials and take notes for internal team discussions as needed
• Respond to inquiries and provide administrative and project support to the Transfer Pricing team
• Participate in Firmwide training sessions and process improvement initiatives as needed
• Collaborate with industry leaders and subject matter experts on special projects on an as needed basis
• Shadow team members to gain exposure to economic analysis, consulting workflows, and client engagements involving multinational groups
• Work effectively within a distributed, remote team environment and be willing to travel to a CBIZ office or client site as required

Transfer Pricing Intern

• May prepare corporate tax returns, client billing, engagement letters and contracts
• May complete bookkeeping and accounting duties for clients.This includes organizing and preparing work papers, preparing bank deposits and reconciliations; administering general ledger coding, postings and documents for correct entry
• Collect and enter/download data from clients and review for accuracy
• File and retrieve documents, records, and reports
• Prepare engagement letters and other correspondence with clients
• Back-end processing such as printing, copying, filing, basic quality assurance and delivery of tax returns
• Operates accounting and/or tax software to record, store and analyze data
• Additional responsibilities as assigned

Assistant Account Manager

Manager

• Partner with assurance professionals and IT teams to identify and implement opportunities to streamline and standardize assurance processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
• Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable assurance transformation solutions.
• Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.
• Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement.
• Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower assurance teams with actionable insights that enhance strategic decision making.
• Support project management activities, including timelines, resource planning, risk identification, and status reporting.
• Assist with change management efforts, including user training, documentation, and communication strategies.
• Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
• Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.

Manager – Assurance Transformation

Payroll

• Manage a group of Implementation Consultants, providing guidance, support, and motivation to ensure team success.
• Identify areas of weakness within the team and assist in developing strategies to overcome these challenges.
• Foster a collaborative and positive team environment, encouraging continuous improvement and professional development.
• Improve and manage CBIZ internal processes, including order approval.
• Develop and update training materials and processes to reduce the hours spent on training while maintaining high-quality standards.
• Identify opportunities for automation and streamlining of workflows.
• Implement best practices and ensure adherence to company standards and policies.
• Identify and triage client escalations to ensure timely resolution.
• Assist with the CHR Manager Salesforce Queue, primarily focusing on sales escalations.
• Avoid client delayed starts. Ensure efficient transition from kickoff to active implementation to meet CBIZ CHR revenue targets and keep your team workload lower.