CBIZ

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

• Build, develop and manage a team capable of carrying out operational strategies needed while improving employee, client, and vendor relationships.
• Supervise and manage overall performance of assigned associates.
• Continue to spend a significant amount of time performing individual tasks related to the success of the team.
• Act as a liaison between CBIZ associates and the client.
• Responsible for staffing, performance management and disciplinary action for assigned team.
• Create and exhibit a sense of ownership for developing efficient operations and identifying opportunities for continuous growth.
• Handle the escalations for assigned team.
• Create and update procedures and documentation to improve efficiency and effectiveness.
• Train associates in new activities, policies, technical systems, and procedures.
• Lead and attend department meetings, team meetings, and 1:1s with assigned associates.
• Complete performance reviews and make salary recommendations for assigned direct reports.
• Assume responsibilities for related duties as assigned.

Help Desk Team Lead

Director

• Collaborate with VP, Business Transformation and Advisory Leaders to develop a comprehensive roadmap, identifying, prioritizing, defining, and delivering innovative solutions that provide the greatest business impact for our firm.
• Partner with Advisory to define the Advisory Transformation strategy, set objectives and key results (OKRs), and establish key performance indicators (KPIs).
• Build and maintain strong relationships with key stakeholders across the organization.
• Develop comprehensive business cases for proposed transformation initiatives with detailed cost and return on investment (ROI) analysis.
• Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower Advisory teams.
• Identify and implement opportunities to streamline and standardize advisory processes.
• Build, manage, and develop a high-performing team. This includes hiring, mentoring, and upskilling team members.
• Lead cross-functional teams, ensuring transformation initiatives are delivered on time, within scope and budget.
• Identify, evaluate, and manage day-to-day relationships with external vendors and technology partners.
• Develop and implement change management strategies to ensure smooth adoption of new technologies and processes.
• Champion innovation by continuously evaluating and advising on new technologies.

Director – Advisory Transformation

Account Manager

• Provide service delivery to an assigned block of more complex clients
• Resolve the most 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
• Maintain data integrity and quality with any applicable software on a timely basis
• Take lead on designated renewals; prepare renewal information and present the CBIZ solution
• Works with senior staff to create needed communication materials
• Oversee new client set-up, renewals and open enrollment meetings
• Establish and preserve a solid business rapport with clients and vendors
• Discuss applicable legislation and market trends with clients
• Generate client interest in additional lines of coverage
• Coach and assist less tenured client services staff
• Additional responsibilities as assigned

Senior Account Manager – Property & Casualty

Accounting Manager

• Manage daily accounting functions, including accounts payable, accounts receivable, payroll, general ledger maintenance and financial close process.
• Prepare or review client’s internal financial statements, ensuring accuracy and compliance with GAAP or other relevant accounting standards
• Assist clients with developing and/or managing the organization’s budget and providing financial and forecast (as needed)
• Coordinate reporting requirements with external auditors and tax accountants (as needed)
• Make recommendations for changes as needed, and ensure that company policies and procedures are followed
• Maintain client relationships and assist with engagement billings
• Manage various outsourced accounting services engagements and facilitate training of outsourced accounting team members (as needed)
• Assistance with Job costing, including:
• Review of indirect cost allocation
• Review of posting of direct labor costs and use of labor burdens
• Understanding of contract budgeting process
• Evaluation of costs to complete
• Contract change order and budget adjustment impact
• Review of reasonableness of revenue adjustments
• Review of union payroll and certified payroll reporting and related filings
• Assists clients with banking and bonding company financial requests

Outsourced Accounting Manager – Construction

• Develop extensive skills in audit procedures/facilitation, SEC reporting and technical GAAP
• Enhance professional oral and written communication skills
• Exhibit a professional, business–like demeanor
• Apply problem solving skills and deliver ARC Consulting methodology on engagements
• Build and broaden industry knowledge to support organization and functional initiatives
• Exercise professional judgment on engagements by identifying issues and providing proactive solutions
• Provide recommendations for improved and enhanced business efficiency to clients
• Demonstrate leadership and provide guidance to other engagement team members
• Proactively manage career – set goals and career plans with Managing Directors
• Contribute to strong client relationships through meaningful interactions with high level client personnel
• Understand engagement as it relates to client's business and industry
• Demonstrate knowledge in all areas of client industries
• Assume responsibility for leading execution on all engagements
• Perform engagement planning and communicate status updates
• Manage staff and manager utilization through delegation
• Ensure high quality of engagement related products/deliverables
• Train managers and staff
• Writing/developing client reports/deliverables and communicating engagement results
• Recognize and communicate opportunities to sell "add–on" work to client
• Deliver services that meet ARC Consulting standards of excellence

Senior Manager – Technical & Transactional Accounting

• Provide tax consultation to tax professionals in our practice offices on a variety of client tax matters throughout our national footprint. A primary emphasis will involve the “700 series” of the Internal Revenue Code, with secondary involvement in other ubiquitous areas of federal taxation (e.g., sections 170, 453, 469, etc.) as needed.
• Serve as the National Co-Leader for the Partnerships/LLC tax practice, which involves shaping and maintaining associated national policies and standards, providing timely insight on emerging technical matters, and identifying and implementing associated tax planning initiatives.
• Serve as a Subject Matter Expert for complex questions from our practice offices involving partnership pass-through taxation, such as mergers/acquisitions, equity-based compensation, profit/loss allocations (including waterfall and target capital allocations), profits interests, treatment of debt and quasi-debt instruments, impact of recourse vs. nonrecourse financing, debt work-outs, minimum gain allocations, tiered partnership issues, special basis adjustments and step-up allocations, hot assets, IRS audits, conflicts of interest among equity holders and the entity, partner/member/shareholder agreements, self-employment and limited partner determinations, private letter ruling requests, etc.
• Serve as a Subject Matter Expert for tax compliance reporting questions involving partnership pass-through taxation, such as evolving information disclosure requirements, amended return procedures, administrative adjustment requests, partnership representative matters, etc.
• In addition to providing client consultation in a variety of tax technical areas, we expect this person to contribute to the National Tax Office’s thought leadership programs, training programs, and risk management initiatives. This includes ongoing familiarity with trending legislative, administrative, and judicial developments. This would supplement current resources performing in those areas. Flexibility to travel is important, as programs and meetings occur across the country.
• The candidate should have a vision on how to expand the NTO billable practice in the partnership/LLC tax area, with the goal of hiring more partnership/LLC subject matter experts into NTO to assist the leaders.
• In addition to the role of Co-Leader of the NTO Partnership/LLC tax practice, the candidate should have broad expertise across the gamut of domestic federal tax issues. Many of the inquiries from local offices involve complex or unusual issues that require the expertise of our group but cannot be limited to specific sections or areas of the Internal Revenue Code. All NTO team members are expected to help answer these inquiries in a way that provides the best client service experience.

Tax Managing Director – Partnership/LLC Pass-Through Entities

• 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

Tax Senior Manager

• Oversee delivery of tax services to individual and business clients
• 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
• 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 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
• May be the internal advisor on technical matters as a Subject Matter Expert
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Tax Director

Financial Planning and Analysis

• In collaboration with the HR leadership team, this role drives a comprehensive and consistent approach to performance management that reflects best practices and supports the ongoing development and advancement of talent across the business. Support continuous improvement in these processes especially in team member engagement and coordination with learning and development.
• Works with the overall HR team to meet and exceed service level agreements for the business. Support and refine HR analytics and reporting. Provide business leaders with insights on emerging trends and opportunities.
• Partners with the Compensation team on all aspects of compensation planning, analysis and execution for Financial Services business including base, bonus and related compensation or incentive programs. Monitor industry compensation benchmarks and be proactive in providing information and analysis to inform compensation decisions and planning.
• Supports acquisition growth strategy by serving as a subject matter expert during due diligence, integration planning and ongoing execution.
• Actively manages employee relations issues in accordance with risk management policies and procedures.
• Serves as a collaborative and proactive thought partner for business leaders and provide insights and recommendations on all aspects of talent management.
• Stays up to date on professional services industry talent trends to ensure our talent management approach remains competitive and attractive to top-tier talent. Routinely network with other industry HR professionals to identify and understand emerging talent strategies that may positively impact our business.
• Plays a key role in ongoing workforce planning, including articulating hiring needs to support the current state and future growth of the business. Partners with FS Operations to improve the forecasting of talent pipeline needs including the use of offshore resources. Provides accurate information and ongoing feedback to the CBIZ recruitment team to help guide recruitment efforts.
• Proactively monitors and analyzes turnover data to identify opportunities for improvement to retain, develop and advance top-tier talent.
• Develops and implements proactive talent retention strategies.
• Supports all aspects of the CBIZ company-wide succession planning process to ensure there is a strong pipeline of talent prepared to support the future needs of the business.
• Leads a dynamic team of HR professionals to meet or exceed service levels for the business.
• Identifies opportunities to position HR professionals to provide additional value to business leaders including by shifting routine, transactional work to centralized resources.
• Monitors and analyzes available HR capacity and shift resources to address and respond to the needs of the business.
• Builds, leads, and develops a team including team members and consultants to support a rapidly growing company.
• Develops, coaches, and positions our Senior HR Directors as the strategic HR business partner for their respective businesses.
• Develops and maintains personalized development plans for these leaders and identify opportunities for professional and leadership development, experiential learning, and other opportunities to build and grow skills.
• Supports preparation of annual HR budget including investment priorities.
• Supports monthly financial review meetings for the Financial Services division to answer questions and provide information.
• Owns and manages external vendor and consultant relationships as assigned.
• Partners with the internal communications team to communicate HR strategies and changes to enhance team member understanding and perceived value of human resources programs on an ongoing basis.
• Additional duties as assigned.

Vice President – Talent Management, Financial Services

• Partner with service line professionals and IT to identify and implement opportunities to streamline and standardize processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
• Collaborate service line business and business transformation leaders to develop a comprehensive roadmap, identifying, prioritizing, defining, and delivering innovative solutions that provide the greatest business impact for our firm.
• Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower teams with actionable insights that enhance strategic decision making.
• Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable transformation solutions.
• Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture and document comprehensive process maps that clearly current-state and future-state workflows, gather feedback, and document recommendations for improvement.
• 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.
• Develop comprehensive business cases for proposed transformation initiatives with detailed cost and return on investment (ROI) analysis, ensuring alignment with organizational goals and demonstrating the value and impact.
• Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
• Champion innovation by continuously evaluating and advising on new technologies, staying updated with industry trends

Director – Business Transformation

Senior Director – Business Transformation

Manager

• Partner with service line professionals and IT to identify and implement opportunities to streamline and standardize processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
• Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower teams with actionable insights that enhance strategic decision making.
• Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable transformation solutions.
• Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture and document comprehensive process maps that clearly current-state and future-state workflows, gather feedback, and document recommendations for improvement.
• 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.
• Develop comprehensive business cases for proposed transformation initiatives with detailed cost and return on investment (ROI) analysis, ensuring alignment with organizational goals and demonstrating the value and impact.
• Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
• Champion innovation by continuously evaluating and advising on new technologies, staying updated with industry trends

Senior Manager – Business Transformation

• 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 Manager

Performance Marketing

• Oversee new plan implementation or plan transition process on all levels
• Primary contact for all on-boarding related activity
• Conduct plan design calls and generate plan documents
• Prepare Recordkeeper paperwork
• Update complete internal systems
• Communicate with Plan Sponsors, TPAs, and Financial Advisors
• Provide general client service and problem resolution services
• Additional responsibilities as assigned