CBIZ

• Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.
• Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
• Reviews tax procedures, engagement workpapers and financial statements without supervision
• Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm’s documentation standards
• Addresses questions on advanced technical accounting matters from team members and upper-level client management
• Prepares advanced level tax returns and reviews intermediate to advanced level tax returns
• Monitors that tasks are assigned and completed on a timely basis and reviews workflow
• Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up
• Manages multiple assignments inside an engagement
• Communicates with Partners on work status and client issues that arise
• Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues
• Contains advanced knowledge of applicable accounting software (e.g. CCH Axcess, Engagement, GoFileRoom, etc.)
• Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
• Performs top review of returns, workpapers, and issues
• Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel
• Supervises, trains and mentors tax staff
• Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements

Tax Manager

Insurance

• Partner with benefits & insurance professionals and IT teams to identify and implement opportunities to streamline and standardize benefits & insurance 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 benefits & insurance 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 benefits & insurance 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 – Benefits & Insurance Transformation

Paralegal

• Responsible for all aspects of cases assigned from initial intake to trial.
• Responsible for retaining, providing information, scheduling calls and testimony, and maintaining relationships with experts.
• Maintaining client extranet with pertinent information and use as a main form of communication in updating client.
• Preparing Trial Notebooks and document productions.
• Receiving and processing documents and entering information into Case Management System as well as naming, saving and filing in the firm’s electronic repository.
• Retrieve documents as needed or requested.
• Enter pertinent information from interrogatories, military records, social security earnings etc. into database.
• Assist with preparing motions and exhibits.
• Management and organization of certified transcripts.
• Managing trial documents and exhibits.
• Managing document productions.
• Billable work to include billing summaries and medical summaries.
• Other duties as assigned.

Temporary Litigation Paralegal

Manager – Benefits & Insurance Transformation

• 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

Senior Tax Manager – Private Equity

Analyst

• 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.

Senior Analyst – Advisory Transformation

Accounting Manager

• Assist with preparation of the information documents and client presentations
• Interface with clients regarding inquiries related to research and information requests
• Perform analysis using department specific templates
• Maintain and update data on market trends, competitor analysis and other business intelligence
• May lead and complete ad hoc projects as assigned
• Additional responsibilities as assigned

Outsourced Accounting Solutions Associate

• Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
• Addresses questions on technical accounting matters from team members and upper-level client management
• Has intermediate to advanced level tax preparation skills
• Performs a detailed review of team’s workflow and monitors tasks to ensure they are assigned and completed on a timely basis
• Manages multiple assignments inside an engagement
• Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise
• Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.)
• Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
• Identifies opportunities to leverage staff including designing staffing structure of engagement
• Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
• Trains, supervises and mentors lower-level staff
• Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives

Senior Tax Associate

• **Essential Functions and Primary Duties**
• - Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
• - Addresses questions on technical accounting matters from team members and upper level client management
• - Has intermediate to advanced level tax preparation skills
• - Performs a detailed review of team’s workflow and monitors tasks to ensure they are assigned and completed on a timely basis
• - Manages multiple assignments inside an engagement
• - Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise
• - Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.)
• - Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
• - Identifies opportunities to leverage staff including designing staffing structure of engagement
• - Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
• - Trains, supervises and mentors lower level staff
• - Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives

• 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

Financial Planning and Analysis

• Provide core operational accounting, financial reporting including post-acquisition optimization and prep-for audit, among other services, for our fast-growing private equity backed companies;
• Prepare core financial information, models and analyses relative to the engagement requirements/expectations;
• 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 workstream activities and deliverables;
• Support the development of, and deploy actionable plans to achieve set expectations, and communicate results consistently to key stakeholders and the Project Lead;
• Take ownership of the functional work, which could include post-acquisition accounting/finance process optimization, preparation for audit, inventory costing improvement, sell-side support, etc.

CFO Advisory Manager

• Serve as client’s trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives.
• Identify client issues and conflicts; proactively communicate solution options to client and team
• Review of all federal and state tax returns and K-1s and related filings
• Review and respond to federal and state notices received
• Assist in gathering data and reviewing schedules to be used in preparing tax returns
• Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
• Prepare year end estimates
• 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
• Manage and retain multiple client relationships, engagements and special projects
• Responsible for billing and realization on assigned clients
• Able and willing to work with client personnel at client location, as needed
• Assist with developing engagement budgets, billing and ensuring desired realization on assigned clients
• Identify need for staffing resources and manage scheduling process for staff
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and builds a positive culture
• Participating in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Senior Tax Manager – Private Credit Fund Outsourcing

• Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
• Addresses questions on technical accounting matters from team members and upper level client management
• Has intermediate to advanced level tax preparation skills
• Performs a detailed review of team’s workflow and monitors tasks to ensure they are assigned and completed on a timely basis
• Manages multiple assignments inside an engagement
• Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise
• Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.)
• Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job
• Identifies opportunities to leverage staff including designing staffing structure of engagement
• Leads small to medium sized assignments with finalized document and report requiring minimal change upon review
• Trains, supervises and mentors lower level staff
• Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives

CBIZ

Tax Manager

Senior Analyst – Benefits & Insurance Transformation

Temporary Litigation Paralegal

Manager – Benefits & Insurance Transformation

Senior Tax Manager – Private Equity

Senior Analyst – Advisory Transformation

Outsourced Accounting Solutions Associate

Senior Tax Associate

Senior Tax Associate

Tax Supervisor

CFO Advisory Manager

Senior Tax Manager – Private Credit Fund Outsourcing

Tax Senior Associate

Senior Tax Associate

Tax Senior Associate