CBIZ

• Utilize working knowledge of the banking and insurance industry along with demonstrated banking and insurance tax technical skills to provide value-added consulting and compliance products to our banking and insurance clients
• Manage tax provision, compliance, and consulting engagements for both domestic and global banking and insurance entities
• Serve as client’s trusted advisor, demonstrates 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; ensure on time delivery and on budget
• Understand the client’s organization, procedures and internal policies
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Tax Manager – Banking and Insurance

Manager

• Responsible for the overall results as well as the strategic coordination of servicing clients in the deconversion process
• Capitalize on and grow individual talent
• Identify opportunities that challenge and encourage the development of people
• Provide regular feedback; acknowledge success and the need for improvement
• Achieve organizational objectives through the coordinated achievements of subordinate staff.
• Develop and create ideas, processes and approaches that shape the future
• Address current issues and determine future priorities; creates a culture of accountability
• Focus efforts on fulfilling client expectations by seeking insight into client needs and developing solutions that provide value for the client
• Performing individual tasks related to the unit.
• Provide leadership, coaching, and mentoring to subordinate staff
• Additional responsibilities as assigned

Deconversion Manager

Accounting Manager

• Provide research and comparative analysis of accounting data
• Compile and maintain financial records such as journals, ledgers
• Design and maintain workflow for gathering and analyzing data
• Make all entries as required in proper software application
• Assist with documentation for auditing purposes
• Operate computer programmed with accounting software to record, store, and analyze information
• Research variances, error or anomalies in work product, escalating to management if significant
• Comply with federal, state and company policies, procedures and regulations
• Prepare report for management review as directed
• Additional responsibilities as assigned

Staff Accountant/Analyst

Consultant

• Lead the end-to-end implementation and upgrade projects for Sage 100 ERP, including requirements gathering, system design, configuration, data migration, testing, training, and go-live support.
• Collaborate with clients to analyze business processes and identify opportunities to enhance efficiency and performance using Sage 100.
• Customize and configure Sage 100 modules (Accounting, Inventory, Manufacturing, Distribution, etc.) based on client needs.
• Provide ongoing support, troubleshooting, and maintenance of Sage 100 environments.
• Conduct user training and develop supporting documentation to ensure successful system adoption.
• Serve as a trusted advisor to clients, providing best practice recommendations and solution roadmaps.
• Coordinate with internal technical teams, project managers, and third-party vendors as required.
• Stay up to date with the latest Sage 100 features, updates, and industry trends to inform client recommendations.
• Contribute to proposal development and sales support as a subject matter expert when required.

Consultant – Sage 100

• Oversee delivery of tax services to individual and business clients
• Regarded as a Subject Matter Expert within tax department 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; 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
• 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

Senior Tax Manager

Analyst

• 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 Analyst – Business Transformation

• Review of all federal and state tax returns and K-1s and related filings
• Assist in gathering data and preparing schedules to be used in preparing tax returns
• Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
• Review quarterly and year-end estimates
• Assist in reviewing and responding to federal and state tax notices
• Support clients’ tax function’s operational processes
• Oversee, train and assist associate team members
• Able and willing to work with client personnel at client location, if needed
• Meet time restraints and deadlines
• Support lead person in charge of tax engagement
• Begin to build and develop quality relationships with clients
• Become proficient at tax research
• Assist with other projects as necessary

Senior Tax Associate – Private Equity Outsourcing

• 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
• Review of all federal and state tax returns and K-1s and related filings
• Assist in gathering data and preparing schedules to be used in preparing tax returns
• Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
• Achieve charge hour goals
• Review quarterly and year-end estimates
• Assist in reviewing and responding to federal and state tax notices
• Support clients’ tax function’s operational processes
• 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
• 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 Equity Outsourcing

• Utilize working knowledge of the banking and insurance industry along with demonstrated banking and insurance tax technical skills to provide value-added consulting and compliance products to our banking and insurance clients
• Manage tax provision, compliance, and consulting engagements for both domestic and global banking and insurance entities
• Implement business development strategies with existing clients and targets
• Able and willing to work at client location when conditions are safe, but remote or hybrid arrangements will be considered.
• Research, analyze and develop solutions for various client business issues
• Effectively manage teams and develop strong and long-lasting client relationships
• Drive a team environment; demonstrate support of management decisions and build a positive culture
• Additional responsibilities as assigned

Senior Tax Manager – Banking and Insurance

• 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.
• Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable transformation solutions.
• Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.
• Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement.
• 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.
• 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.
• Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
• Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.

Manager – Business Transformation

• Leverage deep analytical expertise and professional services knowledge to drive process improvements
• Implement digital solutions and support strategic change initiatives
• Collaborate with cross-functional teams to analyze business requirements
• Design effective solutions and facilitate the successful adoption of assurance technologies
• Partner with assurance professionals and IT teams to streamline processes
• Gather, document, and translate business needs into requirements
• Develop process maps, workflow diagrams, and requirements documents
• Facilitate design workshops and stakeholder interviews
• Collaborate on advanced analytics and automation solutions
• Support project management activities
• Assist with change management efforts
• Monitor key performance indicators and adoption metrics
• Evaluate and advise on new technologies

Senior Analyst – Assurance Transformation

• Performance of preliminary valuation, forensic, and appraisal analyses, including development of comparative adjusted financial statements and data input for expert witness exhibits.
• Knowledgeable of the relevant statutory and family codes and their applicability to accounting principles in performance of forensic accounting.
• Participate in client assignments from beginning to end.
• Create forensic and economics models for presentation of forensic standard accounting system.
• Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements.
• Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients
• Assist in preparation of exhibits and background information for expert witness testimony
• Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct.
• They will participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to clients expectation

Forensic Accounting & Litigation Associate II

• Performance of preliminary valuation, forensic, and appraisal analyses, including the development of comparative adjusted financial statements and data input for expert witness exhibits
• Gain an understanding of accounting framework, tax law, and audit methodologies and their applicability to the litigation environment
• Develop knowledge of the relevant statutory and family codes and their applicability to accounting principles in the performance of forensic accounting
• Participate in client assignments from beginning to end
• Create forensic and economic models for the presentation of forensic conclusions
• Execute complex technological procedures within industry-standard accounting systems
• Identify and communicate case issues, findings, and improvement opportunities with senior associates, managers, and partners to resolve client issues discovered during engagements
• Work with the discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys, and clients
• Assist in the preparation of exhibits and background information for expert witness testimony
• Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct

Forensic Accounting – Litigation Associate

• Partner with tax professionals and IT teams to identify and implement opportunities to streamline and standardize tax processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
• Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable tax transformation solutions.
• Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.
• Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement.
• Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower tax teams with actionable insights that enhance strategic decision making.
• 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.
• Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
• Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.

Senior Analyst – Tax Transformation

• CBIZ is seeking a skilled Manager to join our Advisory Transformation team. The ideal candidate will leverage deep analytical expertise and professional services knowledge to drive process improvements, implement digital solutions, and support strategic change initiatives within our advisory practice. You will collaborate with cross-functional teams to analyze business requirements, design effective solutions, and facilitate the successful adoption of advisory technologies across the firm.
• In this role, you’ll be at the forefront of advisory innovation and digital transformation and have the opportunity to make a meaningful impact on our advisory practice by driving strategic change and implementing leading-edge technologies. Our culture fosters a collaborative, growth-oriented environment with a strong emphasis on professional development.
• **Essential Functions and Primary Duties**
• - Partner with advisory professionals and IT teams to identify and implement opportunities to streamline and standardize advisory processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
• - Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable advisory transformation solutions.
• - Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.
• - Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement.
• - Collaborate with our Business Intelligence & AI teams to implement advanced analytics, automation, and AI-driven solutions to empower advisory teams with actionable insights that enhance strategic decision making.
• - 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.
• - Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
• - Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.