CBIZ

Recruitment

• Partner with the team to execute sourcing strategies for entry to mid-level accounting and finance roles (e.g., Staff Accountant, Senior Accountant, Audit Associate, Tax Associate, FP&A Analyst).
• Identify and engage candidates through job boards, LinkedIn, campus programs, referrals, community groups, and professional associations.
• Screen resumes and conduct initial phone screens to assess qualifications, interest, and compensation alignment; route qualified candidates to hiring teams.
• Coordinate interviews end-to-end (scheduling, logistics, confirmations, feedback collection) and ensure a smooth candidate experience.
• Maintain accurate candidate, requisition, and activity data in our applicant tracking system, ensuring data integrity and compliance.
• Support the offer process by coordinating compensation details, gathering required documentation, and assisting with background/onboarding steps.
• Prepare basic market research summaries, talent maps, and compensation snapshots for recruiter and hiring manager review.
• Contribute to posting and refreshing job ads, employer branding content, and networking outreach to expand diverse talent pipelines.
• Track and report simple metrics (pipeline status, time-to-fill checkpoints, source-of-hire) to help the team monitor progress.
• Communicate professionally with candidates and internal stakeholders, providing timely updates and next steps.
• Participate in regular team meetings, share market/candidate insights, and recommend process improvements.
• Develop an annual Personal Development Plan outlining individual learning goals and skill-building activities.
• Support cross-functional collaboration with clients, and hiring managers to align role requirements and timelines.
• Additional responsibilities as assigned.

Talent Acquisition Consultant

Accounting Manager

• Develop and own strong relationships with clients and other stakeholders to meet all of their accounting and financial reporting needs
• Monitor the financial performance of Clients
• Compile and analyze financial reporting packages
• Prepare monthly and annual operating budgets
• Develop and manage financial controls in accordance with the company’s procedures
• Communicate financial metrics to senior management
• Provide leadership and support to accounts receivable and accounts payable departments
• Review relevant work papers and account reconciliations, including payrolls processed
• Review monthly financial statements, including cash flow statements
• Research complex accounting transactions and document conclusions
• Supervise, mentor, and train team members
• Network with industry professionals to generate new engagements
• Travel to local client sites as needed

• 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 – Corporate

Account Executive

• Proactively identify, target, and generate new B2B opportunities through cold calling, networking, referrals, events, and digital outreach.
• Drive high-volume prospecting activity to build a strong and sustainable pipeline.
• Position our HR Solutions team as a trusted partner capable of displacing legacy HCA providers.
• Lead the full sales cycle from initial outreach to close, including discovery, solution alignment, presentations, proposals, and contract negotiation.
• Conduct consultative needs analyses to understand organizational challenges related to HR, payroll, compliance, and workforce management.
• Collaborate with internal SMEs to tailor solutions and deliver compelling business cases to prospects.
• Maintain deep knowledge of HCM/payroll technology, HR consulting services, and competitor offerings.
• Track market trends and provide leadership with insights on prospect feedback, competitive shifts, and emerging opportunities.
• Document and analyze won/lost opportunities to refine strategy and forecasting.
• Work closely with implementation and client service teams to ensure a seamless onboarding experience for new clients.
• Identify and support cross-sell opportunities across additional business units.
• Manage all activities, opportunities, and communications through our CRM, ensuring accurate forecasting and reporting.
• Maintain disciplined follow-up and documentation to drive pipeline velocity and transparency.
• Participate in annual goal setting, performance planning, and continuous skill development.
• Maintain a strong presence at relevant industry conferences, events, and networking opportunities.

HR Solutions Sales Consultant

Consultant

• Perform and/or manage due diligence assignments
• Able to work independently and meet deadlines
• Also able to work cohesively in a team-based engagement environment
• Prepare and review Consultant reports and work products and provide timely feedback
• Responsible for completion of engagements, including managing all aspects of project
• Conduct field work and analysis both remotely and on-site (consistent travel required)
• Participate in business development activities to include memberships in qualified organizations

Senior Credit Risk Consultant

Payroll

• Manage a group of Implementation Consultants, providing guidance, support, and motivation to ensure team success.
• Identify areas of weakness within the team and assist in developing strategies to overcome these challenges.
• Foster a collaborative and positive team environment, encouraging continuous improvement and professional development.
• Improve and manage CBIZ internal processes, including order approval.
• Develop and update training materials and processes to reduce the hours spent on training while maintaining high-quality standards.
• Identify opportunities for automation and streamlining of workflows.
• Implement best practices and ensure adherence to company standards and policies.
• Identify and triage client escalations to ensure timely resolution.
• Assist with the CHR Manager Salesforce Queue, primarily focusing on sales escalations.
• Avoid client delayed starts. Ensure efficient transition from kickoff to active implementation to meet CBIZ CHR revenue targets and keep your team workload lower.

Payroll Implementation Lead

• 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

Senior Consultant, Sage 100

Client Services Representative

• 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
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• 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 – Private Client Services, HNW

Human Resources

• Provide first-level HR support to Career Advisors and employees
• Support HR systems and processes, including Human Resources Information System (HRIS), Payroll, Flexible Work Arrangements, Education Reimbursement, and other HR tools/processes
• Initiate change requests in support of day-to-day business activities as directed
• Oversee and execute onboarding and offboarding activities
• Manage HR case intake by documenting employee/manager requests, tracking status to resolution, and escalating issues
• Support Employee Relations (ER) matters by responding to employee concerns, conducting investigations, and escalating complex issues as appropriate
• Administer performance management cycles by supporting tool navigation, timelines, communications/routing, and completion tracking
• Provide administrative and project support by coordinating project plans and timelines, maintaining documentation, ensuring data quality and audit readiness, and supporting special initiatives and business-unit-specific requests
• Support employee engagement efforts by coordinating communications, events, survey administration, and action tracking; compile participation metrics and summarize themes as needed
• Coordinate internship program administration by partnering with recruiting and managers on logistics and milestones and supporting intern onboarding/offboarding, check-ins, and issue escalation
• Maintain and analyze HR reports and operational metrics (e.g., turnover, headcount, leaves of absence (LOAs), ER activity, requisitions, and performance-cycle completion)
• Leverage AI and automation tools to improve efficiency, accuracy, and scalability of HR processes

Senior HR Generalist, Technology

• Provide first-level HR support to Career Advisors and employees
• Support HR systems and processes, including HRIS, Payroll, and other HR tools/processes
• Oversee and execute onboarding and offboarding activities
• Manage HR case intake by tracking status to resolution and escalating issues
• Support Employee Relations matters by responding to employee concerns and conducting investigations
• Administer performance management cycles and support tool navigation
• Provide administrative and project support by coordinating efforts and maintaining documentation
• Maintain and analyze HR reports and operational metrics

Senior HR Generalist – Advisory

• 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
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, and explain variances when needed
• Achieve charge hour goals
• Review engagement team members accounting, tax or auditing work: provide constructive review points
• 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
• Assist in the client billing process with Managers, Directors or Managing Directors
• Identify an industry or area of specialization and develop skills, knowledge and expertise in that area
• 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 – Real Estate

Compliance

• Assess, develop, implement, and ongoing maintenance of compliance programs in accordance with SEC, FINRA, and applicable state regulations.
• Conduct and own ongoing monitoring, reviews, and testing of business activities to identify potential compliance risks and issues.
• Help lead the Compliance and Operations teams with the preparation, review, and timely filing of regulatory reports and disclosures, including Form ADV, Form CRS, FINRA filings, and state regulatory submissions.
• Support regulatory examinations, audits, and inquiries by preparing documentation, responding to requests, and coordinating with internal compliance stakeholders.
• Review marketing, advertising, and client communications for regulatory compliance, and support RIA leadership with go-to-market initiatives.
• Support compliance with corporate policies and programs, including but not limited to insider trading, RFPs, business continuity planning (BCP), records retention, and anti-bribery and anti-corruption requirements.
• Help lead the administration, monitoring, and ongoing effectiveness of corporate compliance policies and programs across business units.
• Support and enforce the codes of ethics, conflicts of interest processes, investigations, and whistleblower programs.
• Participate in enterprise risk management (ERM) and compliance risk assessments.
• Assist in the development, maintenance, testing, and documentation of internal controls related to compliance and corporate governance.
• Support Board of Directors and committee reporting, including preparation of compliance summaries, metrics, and materials.
• Assist and develop policy governance, including drafting, reviewing, updating, and distributing corporate compliance policies and procedures.

Compliance Analyst

• The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
• 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

Manager

• 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

Regional Manager

• Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries
• Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
• Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
• Participate in client assignments from beginning to end
• Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
• Pledge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
• Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct