CBIZ

Implementation Specialist

• Assist internal and external clients with requests and problems in a timely manner
• Conduct client and internal training
• Consult with clients to deliver a comprehensive solution
• Analyze existing systems, interface requirements, and business processes
• Perform implementation activities and tasks related to configuration of payroll systems
• Prepare and cleanse payroll data prior to migration between systems
• Assist with information gathering, setting up clients, enrolling employees, and loading historical information in platform
• Collaborate with other implementation consultants on simultaneous customer projects
• Help process the first few payroll periods to ensure all transactions are processed accurately
• Input data into software within required deadlines accurately
• Record necessary changes/updates as appropriate
• Ensure all internal controls and procedures are followed for accuracy
• Additional responsibilities as assigned

TLM Implementation Specialist, HCM

Support Engineer

• **Essential Functions and Primary Duties**
• - Diagnose and resolve DSL and T1 connectivity issues, as well as troubleshoot routers, computers, printers, phone systems, cabling, TVs, fax, and scanning systems.
• - Provide advanced technical support and exceptional customer service to CBIZ and Edward Jones field staff, home office employees, and management.
• - Assist field service technicians with office relocations, system installations, and modifications.
• - Support field service engineers in new branch office installations.
• - Deliver training sessions for new hires on IT systems and best practices.
• - Follow escalation procedures to ensure timely resolution of installations, relocations, and service requests.
• - Develop and implement high-level technical solutions for mechanical and electrical equipment issues.
• - Manage multiple technical support tasks efficiently and effectively.
• - Serve as a liaison between Edward Jones Corporate Headquarters and field service technicians, ensuring smooth communication and issue resolution.
• - Perform additional duties as assigned to support IT operations.

IT Support Technician

Accounting Manager

• 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

Accounting Services Professional – Family Office Services

Manager

• Lead buy-side and sell-side transaction advisory engagements, providing financial due diligence assistance to middle market companies and private equity investors.
• Write detailed reports and perform complex analyses, including the analysis of cash flows, quality of assets and earnings, working capital, potential liabilities and risks, and the impact of findings on the purchase price of the target organization.
• Advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives.
• Responsible for engagement management, including preparing and presenting accounting findings and concepts.
• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
• Contribute significantly to the development and training of junior staff members.
• Possess the ability to review and critique project databooks and reports prepared by engagement team members.
• Display the ability to manage and prioritize team responsibilities, and proactively consult with Directors and Managing Directors
• Work on multiple projects of varying size and complexity.
• Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition.

Transaction Advisory Services Manager

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
• Provide client training on newly implemented systems.
• Requires regular travel up to 3 hours in one direction to Edward Jones branch locations.
• Day-to-day work is primarily in the field within the designated territory.

Field Service Technician – Network Solutions

• 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 Supervisor

Senior Tax Associate – International

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, manufacturing & distribution and technology & life sciences.
• Skillfully contact CEOs, CFOs, CROs, CAEs, CCOs, CISOs CTOs, Internal Audit Directors/Managers, VP/Dir of Tax 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 Regional Director of Business Development.
• 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, Industry Leaders, and Marketing and Operations Professionals.
• Perform other duties as assigned.

Business Development Manager

• Act as SALT “go to” resource on a variety of clients including Public companies, Private Equity organizations and their portfolio companies as well as High net worth individuals and family owned businesses
• Private equity experience as well as flow through SALT experience is preferred
• Act as a technical resource to CBIZ’s core tax group for state income tax and will review the state portion of various tax compliance projects;
• An excellent candidate will be a senior level resource who is either a CPA or JD
• This person will have significant state income/franchise tax experience and will be comfortable in leading both compliance and consulting engagements;
• This candidate will also be comfortable in navigating other areas of SALT including sales/use tax, property tax and payroll tax and will work well on a team, especially when consulting others;
• The nature of CBIZ’ SALT engagements may involve detailed state research and writing, audit defense, planning and tax optimization, voluntary disclosures, nexus assessments as well as large scale compliance engagements;
• A key function of this role will to be expand revenue of existing clients;
• This role will work with practice and client leaders to effectively manage 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 personal marketing plan;
• Serve as key SALT client contact; viewed as trusted business advisor by clients;
• Ensure quality control standards are met;
• This role will work directly with clients and manage staff and will be a critical component of the local Kansas City and regional Tax teams, as well as a critical component of the NTO SALT team, and an important resource in recruiting and training new talent;
• Will be an internal advisor on technical matters and relied upon as a SALT subject matter expert both within Kansas City and CBIZ as a whole;
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Senior Tax Manager – SALT

Operations

• Assist with ongoing audit methodology updates, documentation, and research projects
• Support monitoring and compliance efforts by gathering, organizing, and analyzing data
• Help prepare meeting materials and take minutes for key team meetings
• Respond to inquiries and provide administrative support to the NAO team
• Participate in firmwide training sessions and process improvement initiatives
• Contribute to internal communications, including drafting content for newsletters and reports
• Collaborate with industry leaders and subject matter experts on special projects
• Shadow team members and gain exposure to multiple functions within the National Attest Office

National Attest Operations Intern

• 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, workpapers, 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

Tax Senior Manager

Account Manager

• Provide service delivery to an assigned block of personal insurance clients
• Resolve moderately complex customer service problems directly
• Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accounts
• Build relationships with clients 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
• Participate with new client set-up, renewals, and 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

Personal Lines Account Manager – Property & Casualty

• Defining and executing the national OAS strategy to unify regional practices under a cohesive, scalable operating model.
• Expanding the service portfolio with technology-enabled, advisory-driven solutions that deliver measurable client value and sustainable profitability.
• Shaping critical business decisions regarding service mix, industry specialization, and client experience standards to achieve profitable growth.
• Driving market growth through differentiated go-to-market strategies, pricing, and packaging that elevate CBIZ’s competitive position.
• Developing thought leadership that highlights our competitive differentiation, elevates our reputation in the market, and attracts extraordinary talent to our network.
• Building and scaling a high-performing team and culture, aligned around best practices, KPIs, and consistent client experience at scale.
• Developing a national talent strategy, including advisory career pathways, upskilling, and leadership development.
• Driving operational excellence by establishing clear roles, responsibilities, and standardized processes that ensure accountability, consistency, and efficiency across the national OAS practice.
• Establishing data-driven metrics aligned with CAS 2.0 benchmarks.
• Scaling offshore resources to drive efficiency, flexibility, and cost-effectiveness.
• Working alongside the OAS Business Transformation team to define and drive a forward-looking technology strategy.
• Evaluating and prioritizing emerging technologies to ensure the OAS practice remains at the forefront of digital transformation.

National Outsourced Accounting Solutions Leader

• Capitalize on and grow individual talent
• Evaluate individual performance fairly
• Identify opportunities that challenge and encourage the development of people
• Work one-on-one with staff to better understand their strengths and contributions
• Provide regular feedback; acknowledge success and the need for improvement
• Develop and support individual career plans
• Achieve organizational objectives through the coordinated achievements of subordinate staff
• Develop and create ideas, processes and approaches that shape the future
• Act to address current issues and determine future priorities; creates a culture of accountability
• Focus efforts on fulfilling customer expectations by seeking insight into customer needs and developing solutions that provide value for the customer
• Additional responsibilities as assigned

Senior Programs Manager – Property & Casualty

• Independently provides application and system support for clients
• Resolve a full range of internal and external requests
• Assist with the coordination of various processes and programs as they relate to client needs
• May have administrator duties, or oversight responsibilities on applicable systems
• Prepare responses to client 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