CBIZ

Account Executive

• 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

Outside Sales Representative

• Client Advisory & Engagement Management
• Serve as a primary point of contact for assigned clients, managing day-to-day communications and acting as a trusted sales tax advisor.
• Interpret and respond to client inquiries.
• Proactively identify risks, issues, and opportunities; communicate recommendations clearly and professionally.
• Lead onboarding for new clients, including review of sample data, expected outputs, and compliance timelines.
• Advanced Data Review & Compliance Oversight
• Perform and/or oversee detailed reviews of client sales data for completeness, accuracy, and conformity with jurisdictional requirements.
• Review and validate state and local jurisdictional files produced by internal sales tax solutions, ensuring accuracy, completeness, and reconciliation to source data.
• Perform high-level and detailed reconciliations of calculated tax, reported amounts, and payments.
• Confirm filing accuracy prior to submission, including schedules, attachments, and required supporting documentation.
• Technical Analysis & Problem Resolution
• Investigate discrepancies, notices, and system exceptions, coordinate resolution with internal teams and clients.
• Support audits and client inquiries by preparing documentation, explanations, and reconciliations.
• Process Leadership, Controls & Governance
• Ensure adherence to internal controls, review standards, data privacy, and documentation requirements.
• Maintain and review audit-ready workpapers, checklists, and evidence of controls.
• Lead updates to process documentation, runbooks, and standard operating procedures.
• Identify control gaps, recurring issues, and automation opportunities, partner with technology teams on enhancements.
• Team Leadership & Development
• Support training efforts by sharing best practices, technical guidance, and process improvements.
• Collaboration and continuous improvement
• Prepare and review status reports, exception logs, and operational metrics for internal stakeholders and clients.
• Drive continuous improvement initiatives to reduce errors, cycle time, and manual effort.

Senior Consultant – Sales Tax

Technical Project Manager

• Lead complex, large‑scale infrastructure, network, and enterprise migration initiatives from initiation through closeout, ensuring successful delivery aligned with business and technical objectives.
• Own end‑to‑end project planning, including definition of scope, critical path, dependencies, schedules, budgets, and resource allocations across infrastructure, network, and information security workstreams.
• Monitor and control project performance using defined KPIs, metrics, and governance frameworks; proactively manage scope, schedule, cost, and quality, escalating risks and issues as appropriate.
• Identify, assess, and mitigate project risks and dependencies; drive timely resolution of issues to minimize impact to delivery and operations.
• Partner closely with technology, security, and business stakeholders to ensure solution designs meet performance, security, compliance, and regulatory requirements.
• Lead project governance and stakeholder engagement, facilitating executive updates, decision‑making forums, and cross‑functional coordination.
• Own end‑to‑end change management, including risk assessments, change submissions, rollback planning, and clear, timely communication with impacted stakeholders.
• Coordinate third‑party vendors and delivery partners, including managing statements of work (SOWs), contracts, timelines, and service‑level agreements (SLAs).
• Drive operational readiness by ensuring smooth transition to support, including development of standard operating procedures (SOPs), service desk documentation, and formal knowledge‑transfer sessions.
• Ensure compliance with regulatory and audit requirements common in financial services and banking environments, including maintaining accurate documentation and audit evidence.
• Perform additional duties as required to support organizational and project delivery objectives.
• Proven ability to lead and deliver complex, cross‑functional IT initiatives with accountability for scope, schedule, cost, quality, and risk.
• Strong analytical and critical‑thinking skills, with demonstrated ability to identify issues, assess risk, and drive data‑informed decisions.
• Excellent verbal and written communication skills, including the ability to translate technical concepts into clear business impact for executive and non‑technical audiences.
• Demonstrated strength in stakeholder management, with the ability to influence, align, and drive outcomes across technology, security, business teams, and external partners.
• Experience managing multiple priorities in fast‑paced, highly regulated environments.
• Strong problem‑solving and escalation management skills, with a proactive, solution‑oriented approach.
• Experience collaborating with cross‑functional and geographically distributed teams to deliver integrated solutions.
• Ability to manage vendor relationships and service delivery expectations to ensure high‑quality outcomes.
• Strong understanding of governance, compliance, and organizational policies, with awareness of the operational and business impact of risk and control gaps.
• Customer‑focused mindset with a commitment to delivering reliable, high‑quality solutions that support business objectives.
• Demonstrated technical depth and experience across enterprise infrastructure and networking domains, including LAN/WAN, switching and routing, firewalls, load balancers, wireless, cloud networking, and data center environments.
• Working knowledge of information security principles, including access control, network segmentation, encryption, vulnerability management, and incident response.
• Project management certification such as PMP or equivalent.

Senior IT Project Manager – Network Solutions

Field Engineer

• Field Service Technicians support Edward Jones branch offices, vendor sites, and home FA locations within their assigned territory.
• Field Service Technicians are responsible for installing, upgrading, and maintaining both primary and backup branch connectivity, as well as site infrastructure, including network hardware, computers, telephones, printers, and cabling.
• They manage maintenance, IMAC (Install, Move, Add, Change) tasks, and various projects while ensuring compliance with SLAs, rollout schedules, and deadlines.
• Field Service Technicians must remain adept with evolving technologies and provide client training on newly implemented systems.

Field Service Technician – Network Solutions

Financial Planning and Analysis

• Assist in development of core financial and operational reporting and strategic analysis in supporting decision-making for our fast-growing private equity backed companies;
• Contribute to design and implementation of reporting and forecasting models and analyses to instill ongoing performance management capabilities;
• Communicate and interface with key stakeholders including both company management (including C-suite) and private equity deal and operational teams to actively plan, manage, and execute on engagements;
• Support the development and deployment of actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead;
• Take ownership of functional work, which could include but is not limited to:
• Budgeting / forecasting
• Financial and operational reporting
• Profitability analysis
• Developing business processes
• Data management

Senior Strategic Financial Planning – Analytics

• 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

Outside HCM Sales Representative

Business Operations

• As a Senior Audit Associate, you will be a key member of the CBIZ Risk and Advisory Team.
• You will participate in multiple engagements with public and private company clients.
• You will participate in the development of internal audit and Sarbanes-Oxley compliance documentation and testing of processes and related controls around financial and operational risks.
• Assist with recognition of internal control weaknesses, lack of compliance with internal procedures and policies, or other processes that result in inadequate, inefficient, or ineffective operations.
• You may be responsible for supervising and reviewing associates’ work and providing constructive feedback.
• 2-3 days in office or at client site required

Senior Business Process Audit Associate – Risk Advisory

Risk

• Perform and document testing of IT processes related to Sarbanes-Oxley compliance and internal audit plans
• Evaluate the adequacy and effectiveness of internal controls and identify control gaps or noncompliance with internal policies
• Develop and maintain key audit documentation including process narratives, risk and control matrices, test plans, and lead sheets
• Assist in preparing clear and concise audit reports that communicate control issues, risk/business impact, and recommended action plans
• Train, supervise, and review the work of junior team members, providing timely and constructive feedback
• Serve in consultative role for clients seeking third-party assessments of their IT environment

Senior IT Audit Associate – Risk Advisory

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

AI Engineer

• Architect, design, and implement full-stack AI applications using .NET and modern front-end frameworks.
• Implement AI/ML models and algorithms into .NET applications to improve business processes, analytics, and user experiences.
• Provide expertise in modern front-end development, with a preference for React, to deliver seamless and scalable user interfaces.
• Work within an Agile software development framework, contributing to sprint planning, iterative product delivery, and continuous improvement.
• Focus on delivering features and solutions that provide measurable value to end-users and stakeholders, particularly in commercial product settings.
• Partner with data scientists, analysts, and other developers to deliver secure, efficient solutions.
• Write clean, maintainable, and testable code following modern design principles and best practices.
• Ability to articulate architecture and design recommendations to leadership and contribute to the firm’s AI strategy.
• Stay current on AI advancements, .NET releases, and front-end frameworks to keep our technology stack modern and effective.
• Maintain technical documentation, versioning, and knowledge transfer materials.

Senior Full Stack AI Engineer

Accounting Manager

• Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements
• Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs
• Knowledgeable on complex accounting issues and treatment, proficient in accounting research
• Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances
• Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations
• Maintain deep understanding of the accounting operations within each assigned client
• Proficient knowledge of the clients accounting software packages
• Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client
• Lead the engagement team in preparation for clients audits as the main contact with external auditors
• Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s
• Recommend, design, and implement any necessary policy controls and procedures.
• Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters
• Train, coach and mentor staff accountants
• Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion
• Assist in growth, development and training of staff

Accounting Solutions Supervisor

Implementation Specialist

• Support the accounting team during the migration from Sage 300 to Sage Intacct
• Advise on system architecture and accounting structure aligned with Sage Intacct best practices
• Assist in developing and implementing a uniform Chart of Accounts across three companies
• Support the merging and cleanup of general ledger accounts and vendors
• Provide guidance on data migration related to GL and vendor master files
• Participate in scheduled implementation meetings and provide follow-up recommendations
• Ensure the system setup supports usability, efficiency, and future scalability

SAGE Implementation Consultant – Temporary

• Lead, develop, and mentor managers and staff, fostering a high-performing, accountable team culture.
• Partner with Directors, Senior Managers, and Managers across the region to standardize delivery processes, optimize technology utilization, and drive consistent quality and client satisfaction.
• Lead process optimization initiatives across client engagements to drive efficient monthly close cycles, ensure accurate and timely balance sheet reconciliations, and maintain high-quality technical accounting across cash, accrual, and GAAP reporting frameworks.
• Drive consistency and scalability across engagements by standardizing workflows, best practices, and delivery models.
• Collaborate with leadership on practice development and growth initiatives, including supporting cross-selling efforts and participating in business development activities such as scoping and involvement with proposals.
• Champion the effective adoption and continuous optimization of leading cloud-based technologies (e.g., QuickBooks Online, Gusto, Bill.com), including staying current on new features and capabilities.
• Support national OAS initiatives, governance, and technology alignment to ensure consistency with firm-wide strategy and operating standards.

Senior Manager – Outsourced Accounting Solutions

Marketing

• Build and execute a marketing and communications plan aligned to regional priorities and enterprise campaigns.
• Support annual planning and budgeting; prioritize initiatives with local and industry leadership.
• Lead integrated campaigns across email, web, social, and paid channels; ensure consistent messaging and brand standards.
• Plan and manage seminars, conferences/tradeshows, sponsorships, and CBIZ‑hosted events end‑to‑end (logistics, vendors, run‑of‑show).
• Coordinate pre/post‑event outreach and follow‑up
• Track, measure, and communicate performance (pipeline, engagement, leads, wins); use insights to refine plans.
• Partner across services, regions, and industries to align priorities and share best practices.
• Serve as liaison between office/industry teams and the broader marketing organization.
• Build strong relationships with internal leaders and external partners; gather feedback to improve programs.
• Provide direction to junior team members and cross‑functional contributors; foster a collaborative, results‑driven culture.

Marketing Manager

• Complete all aspects of accounting, tax and audit engagements for clients
• Execute solid understanding of accounting and auditing principles, general tax regulation, general quality control auditing standards, technology implementation procedures, etc. relative to individual client assignments
• Adhere to engagement budget constraints and complete assigned tasks within the time requested
• Strive to attain charge hour goals
• Practice in early practice development activities such as: memberships in qualified organizations capable of referring potential engagements
• Execute administrative duties as assigned
• Additional responsibilities as assigned