CBIZ

Project Manager

• Successfully manage and deliver large, high-value, complex projects related to corporate and service line data and reporting projects as scoped, on-time, and within budget.
• Collaborate with developers and analysts to identify activities, deliverables, and milestones for the schedule and to estimate and assign required tasks necessary to complete the project. Perform project risk assessment and select and implement appropriate risk strategies.
• Document and own projects with Azure Dev Ops (ADO) and hold the developers / analysts accountable for keeping ADO updated with specific jobs, tasks and bugs.
• Manage release cycles in ADO, ensuring all release items are approved and properly documented for ongoing change management and communication.
• Actively identify and seek resolution of issues that are impacting progress of projects.
• Provide leadership and motivation to project team members throughout the project lifecycle.
• Implement and oversee project communication plans that ensure appropriate level of communication with executives, internal colleagues, and external stakeholders.
• Direct and coordinate activities of all parties involved in the project to ensure that the project progresses on time, completely and accurately with a high satisfaction rate from the project stakeholders.
• Accurately forecast project ROI and OKRs and report on status, risks, and progress on a weekly, monthly and quarterly basis for Leadership.
• Prepare status reports along-side project team and modify schedules or plans as required.
• Continuously benchmark project management performance to identify improvements and achieve higher capability maturity in project and portfolio management.
• Manage multiple projects at a time, including those that may be assigned outside of the BI&DI team.

Project Manager – Business Intelligence, Data Insights

• Provide tax consultation to tax professionals in our practice offices on a variety of client tax matters throughout our national footprint.
• Serve as the National Co-Leader for the Partnerships/LLC tax practice.
• Serve as a Subject Matter Expert for complex questions from our practice offices involving partnership pass-through taxation.
• Contribute to the National Tax Office’s thought leadership programs, training programs, and risk management initiatives.
• The candidate should have a vision on how to expand the NTO billable practice in the partnership/LLC tax area.
• Help answer inquiries in a way that provides the best client service experience.

Tax Director – Partnership/LLC Pass-Through Entities, National Tax Office

Bookkeeper

• 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, coping, 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

Full Charge Bookkeeper

Accounting Manager

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• May work directly with clients and manage staff
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• Maybe a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Outsourced Accounting Solutions Director

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

Producer

• 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

Risk

• Determine accounts requiring loss control service through review of carrier reports
• Develop, implement and supervise loss control service plans
• Plan, coordinate and monitor loss prevention service to clients
• Manage loss control service to clients
• Provide professional loss control consulting service to clients
• Handle the most complex clients. Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size
• Extensive understanding of commercial property and casualty lines
• Additional responsibilities as assigned

Senior Risk Control Consultant – Property & Casualty

Client Services Representative

• 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 – Private Client Services

Financial Planning and Analysis

• Assist in development of core financial and operational reporting and strategic analysis
• Contribute to design and implementation of reporting and forecasting models and analyses
• Communicate and interface with key stakeholders including both company management and private equity teams
• Support the development and deployment of actionable plans
• Take ownership of functional work including budgeting/forecasting, financial and operational reporting, profitability analysis, and data management

Senior Strategic Financial Planning, Analytics

• Successfully manage and deliver large, high-value, complex projects related to Assurance transformation initiatives as scoped, on-time, and within budget.
• Collaborate with project team to identify activities, deliverables, and milestones for the schedule and to estimate and assign required tasks necessary to complete the project.
• Perform project risk assessment and select and implement appropriate risk strategies.
• Actively identify and seek resolution of issues that are impacting progress of projects.
• Provide leadership and motivation to project team members throughout the project lifecycle.
• Implement and oversee project communication plans that ensure appropriate level of communication with executives, internal colleagues, and external stakeholders.
• Direct and coordinate activities of all parties involved in the project to ensure that the project progresses on time and within budget.
• Accurately forecast project expenses, manage actuals within an appropriate variance of project budget, and coordinate with financial teams on budget.
• Prepare status reports alongside the project team and modify schedules or plans as required.
• Continuously benchmark project management performance to identify improvements and achieve higher capability maturity in project and portfolio management.
• Work with 3rd party vendors, manage 3rd party resources, and manage 3rd party contractual and financial deliverables.
• Manage multiple projects at a time, including those that may be assigned outside of the transformation program.

Senior Project Manager – Assurance Transformation

Director

• Demonstrate proactive client contact; viewed as a trusted business partner
• Expand business practice; cultivate new clients; increase services to existing clients including cross serving opportunities
• Coach staff on business development strategies
• Could have direct profit responsibility for specialty practice
• Responsible for ongoing planning, marketing and business development of a specialized department
• Responsible for team and or department meeting budgeted goals
• Responsible for practice billing and timely collection of fees
• Participate in various administrative aspects of managing business unit
• Establish team environment and a positive culture
• Ensure quality control standards are met
• May be a member of the Senior Operations Management Team
• Additional responsibilities as assigned

Audit Director – Construction

Analyst

• Acts as the lead technical analyst for SQL-based applications, vendor applications, data integrations and data centric troubleshooting.
• Lead vendor engagements: solution evaluation, SOW/estimate reviews, delivery oversight, and release calendars.
• Demonstrated experience leading large-scale cloud migrations of vendor-managed systems, including establishing locally replicated databases, implementing vendor integrations, and enabling downstream integrations with enterprise applications.
• Design and implement robust SQL data models, stored procedures, functions, and performance-optimized queries. Diagnose and resolve data and performance issues in SQL/T–SQL: queries, stored procedures, indexing, and locks/blocking.
• Develop, maintain and support SSIS (or equivalent) packages; remediate failed loads, handle partial-load recoveries, and validate data integrity.
• Perform ad-hoc analysis and complex queries to support Finance, Accounting, and Operations; validate reconciliations and close processes.
• 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.
• Coordinate with vendors on application upgrades and patches, scheduling and execution, user acceptance testing (UAT), communication and release planning.
• Lead and Execute change management aligned with ITSM: ensure proper approvals, segregation of duties, and deployment evidence. Build and enforce CI/CD pipelines, and environmental promotion aligned to ITSM change control.
• Maintain high-quality technical documentation: data mappings, lineage, interface contracts, runbooks, and release notes.
• Lead incident response, triage, and resolution; coordinate war rooms; ensure clear communications and timely stakeholder updates.
• Own SOX/ITGC-aligned controls for change management, access management, and data integrity; produce audit evidence and respond to quarterly/monthly requests.
• Identify opportunities to automate routine support tasks (e.g., job restarts, data checks, evidence collection) using scripts or workflow tools.

Lead Application & Data Integration Analyst

Manager

• Manage the design, development, delivery, measurement and reinforcement of learning and development actions focused on building tax technical knowledge and skills in client-facing professionals
• Evaluate the impact and effectiveness of existing tax technical learning and development programs and methods and make enhancements to content and delivery methods as needed
• Partner with tax service line stakeholders to develop and deploy a comprehensive tax technical learning and development curriculum across all levels
• Engage tax service line stakeholders in development tactics and actions, including needs assessment and measurements of impact and effectiveness
• Evaluate third-party content for application to tax technical learning and development programs
• Ensure that all national and local tax technical learning and development programs qualify for Continuing Professional Education (CPE) credit where appropriate
• Provide ongoing support to tax learning and development program facilitators
• Perform the above duties for additional service lines and industry concentrations as defined

Learning and Development Manager

Consultant

• Assist clients with implementing and configuring Sage Intacct successfully along with other third-party applications that may be a part of the project.
• Configure and support both Sage Intacct core financial modules and advanced modules based on client needs and best practices.
• Manage the complete project from kick-off to go-live.
• Train end-users on Sage Intacct.
• Provide support to our clients.
• Provide input and contribute to the development of processes and best practices with our team.
• Coordinate with vendors for presale demos and other assistance where applicable.
• Manage and maintain demo environments for selected products.
• Serve as a functional subject matter expert on Sage Intacct capabilities and assist team members with more complex configurations when needed.
• This role is expected to be ~70% billable and will participate in client implementation and support projects for our financial solutions practice.

Project Manager – Business Intelligence, Data Insights

Tax Director – Partnership/LLC Pass-Through Entities, National Tax Office

Full Charge Bookkeeper

Outsourced Accounting Solutions Director

Retirement Plan Sales Consultant

Retirement Plan Sales Consultant

Producer

Senior Risk Control Consultant – Property & Casualty

Tax Supervisor – Private Client Services

Senior Strategic Financial Planning, Analytics

Senior Project Manager – Assurance Transformation

Audit Director – Construction

Lead Application & Data Integration Analyst

Learning and Development Manager

Senior Consultant – Sage Intacct