CBIZ

• Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.
• Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
• Reviews tax procedures, engagement workpapers and financial statements without supervision
• Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm’s documentation standards
• Addresses questions on advanced technical accounting matters from team members and upper-level client management
• Prepares advanced level tax returns and reviews intermediate to advanced level tax returns
• Monitors that tasks are assigned and completed on a timely basis and reviews workflow
• Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up
• Manages multiple assignments inside an engagement
• Communicates with Partners on work status and client issues that arise
• Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues
• Contains advanced knowledge of applicable accounting software (e.g. CCH Axcess, Engagement, GoFileRoom, etc.)
• Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
• Performs top review of returns, workpapers, and issues
• Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel
• Supervises, trains and mentors tax staff
• Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements

Tax Manager

• 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

Tax Managing Director

Financial Planning and Analysis

• Execute complex accounting and finance optimization workstreams within a structured engagement model
• Manage assigned responsibilities within an engagement, ensuring timely delivery of accurate, well-structured, and client-ready outputs
• Apply strong working knowledge of U.S. GAAP and operational finance concepts to support financial reporting, close process improvement, audit readiness, and operational analyses
• Provide meaningful support to engagement leadership in coordination, planning alignment, and delivery of key outputs
• Demonstrate strong organization and prioritization across deliverables, maintaining alignment with engagement timelines and objectives
• Provide hands-on accounting and finance support to private equity-backed companies, including: financial reporting and close process improvement, audit readiness and preparation, working capital, cash flow, and operational finance analysis

Senior Manager, CFO Advisory

Marketing

• Assist with coordinating off-site sponsorship events, including trade show booth setup, collateral, promotional items and other logistics as needed.
• Support the coordination of in-person and virtual client, prospect and referral source events, including development and distribution of invitations, managing RSVPs and event logistics, and assistance with speaker presentations.
• Ensure all event attendees and activities are entered into Salesforce and flagged for relevant nurture campaigns and follow-up coordination to drive lead conversion.
• Work closely with executive sponsors on event logistics, run-of show, targeting.
• Coordinate post-event feedback collection and metrics reporting.
• Support regional proposal requests, including review, interpretation, and response development for Request for Proposals (RFPs), helping oversee the process from kickoff through final submission.
• Draft, edit, and format persuasive, technical, and client-focused proposals, statements of qualifications, presentations, and related pursuit materials; help maintain the Mid-Atlantic proposal library in coordination with national marketing leads and SMEs, ensuring templates, case studies, and firm credentials are accurate, current, and relevant for the region.

Senior Marketing Specialist

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.
• Manage maintenance, IMAC 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 using a company-provided vehicle.

Field Service Technician – Network Solutions

• Responsible for leading audit engagements in asset management. Clients include investment funds in the private equity, infrastructure, private credit, venture capital, and real estate asset classes.
• Immediately step into a leadership role, serving as the key client contact and be viewed as a trusted business advisor by clients.
• Assist industry growth in the Mid-Atlantic region and help lead national and regional initiatives.
• Manage the practice effectively, meeting billing targets and working on initiatives to implement AI and other technology and improve realization.
• Actively participate in business development opportunities for CBIZ.
• Ensure quality control standards are met and consistent with US GAAP, and other regulatory guidelines.
• Assist in the design, planning and review of attest procedures on valuations of investments in portfolio companies and real estate, interpretation of LPA waterfalls, PCAP analyses, and disclosures.
• Serve as an advisor on technical matters as a Subject Matter Expert in asset management. Must have significant experience with ASC 946 investment companies.
• Contribute to research and articles on technical accounting matters and provide insights in understanding new accounting standards and best practices for fund structures.
• Build out staff, growth mindset.

Audit Director – Alternative Investment Group

Learning and Development

• Working under limited direction, responsible for conceptualizing, developing and maintaining technologies to support products
• Acts as an internal consultant in expert subject matter
• Utilizing our business process, plans, evaluates and manages the execution of assigned projects
• Builds and maintains software, operating systems and hardware technology
• Administers, maintains, develops and implements policies, procedures and best practices
• Identify and review opportunities and implement recommendations for improvement to mitigate risk and optimize technology
• Prepare formal project plans maintaining an awareness and an updated status of projects that fall within span of responsibility
• Supports innovation initiatives and business improvement strategies

IT Data Interchange Analyst – HCM

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

IT Support

• Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs
• Enhance or re-design SOX and ICFR structures
• Streamline SOX and ICFR compliance within the organization
• Outsource or Co-source, with the organization in-house resources, the internal audit function for organizations of various size and industry
• Design internal audit plans or overall control structures, prepare and review relevant work papers supporting, prepare reporting to client management and governance
• Research complex accounting transactions and document conclusions associated with the control risk of the transactions
• Supervise, mentor, and train team members
• Network with industry professionals to generate new engagements

Business Process Audit Manager – Internal Audit, Risk Advisory

Recruitment

• Conduct research to map markets and identify qualified candidates for each assigned market
• Builds a pipeline of passive candidates from a variety of channels (e.g., Applicant Tracking System, LinkedIn, sourcing sessions, events, social media, etc.)
• Conduct regular research to share insight on trends in the marketplace, industry information, competitor happenings, and leadership news.
• Strategically develop target lists of companies and candidates through multiple channels such as internet research, networking, databases, and associations.
• Establish and maintain meaningful relationships with key cross-functional partners internally (Recruiting counterparts, Corporate HR (Human Resources) peers and hiring authorities)
• Execute promotional campaigns to produce candidates for consideration using a variety of methodologies: emailing and communicating through professional and Internet/social networks (LinkedIn and other tools).
• Develop and maintain referral database from current employees and external networks
• Maintain candidate databases (e.g., via our Applicant Tracking System- Taleo and Bullhorn)

Recruiting Researcher

Customer Success Manager

• Respond to client inquiries promptly via email, phone, or in-person meetings.
• Schedule and conduct regular check-ins to discuss client needs and gather feedback.
• Ensure timely resolution of client issues; escalate concerns as necessary.
• Build and maintain strong, long-lasting relationships with clients.
• Develop an understanding of client business goals to provide tailored solutions.
• Monitor client satisfaction and address concerns to maintain high service levels.
• Identify and pursue new business opportunities within existing accounts.
• Prepare and present proposals or statements of work for additional services or products.
• Negotiate contracts and close sales, meeting or exceeding set targets.
• Work closely with sales, marketing, product, and support teams to meet client needs.
• Share client feedback to drive product and service enhancements.
• Maintain accurate records of client interactions and sales activities in CRM systems.
• Generate regular reports on account status and key performance metrics.
• Analyze client data to identify trends, risks, and opportunities for upselling or cross-selling.
• Develop account plans aligned with client and company objectives.
• Participate in strategic meetings to support client growth and retention.
• Stay informed about industry trends and competitor activities to provide strategic advice.
• Proactively invite clients to webinars and company events.

Client Engagement Manager

Manager

• 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
• Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
• Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
• Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
• Understand client's Qualified Plan needs
• 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

Tax Manager

Tax Managing Director

Senior Manager, CFO Advisory

Senior Marketing Specialist

Field Service Technician – Network Solutions

Audit Director – Alternative Investment Group

IT Data Interchange Analyst – HCM

Producer

Producer

Producer

Producer

Business Process Audit Manager – Internal Audit, Risk Advisory

Recruiting Researcher

Client Engagement Manager

Audit Senior Manager – Generalist