CBIZ

• 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
• Manager 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
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• Maybe a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Tax Director

Account Manager

• May prepare corporate tax returns, client billing, engagement letters and contracts
• May complete bookkeeping and accounting duties for clients. This includes organizing and preparing work papers, preparing bank deposits and reconciliations, administering general ledger coding, postings and documents for correct entry
• Collect and enter/download data from clients and review for accuracy
• File and retrieve documents, records, and reports
• Prepare engagement letters and other correspondence with clients
• Back-end processing such as printing, copying, filing, basic quality assurance and delivery of tax returns
• Operates accounting and/or tax software to record, store and analyze data
• Additional responsibilities as assigned

Recruitment

• Serve as primary initial contact for written and verbal communications with internal and external candidates on behalf of the Recruiting Team and hiring managers
• Efficiently coordinate and schedule the candidate interviews with the hiring managers by utilizing Outlook calendars, contacting the candidates and the hiring managers, and booking rooms as needed
• Plan and manage candidate office visits, including troubleshooting, and on-site logistical issues (e.g., last-minute cancellations, rescheduling, finding interview rooms)
• Conduct research to map markets to determine the best sources of qualified candidates for each assigned market
• Represent CBIZ brand through communications with applicants and candidates
• May conduct initial candidate phone screens
• Provide support on recruiting technology; enable and support applications
• Coordinate candidate tracking across all business units
• May conduct recruiting market research; produce reports
• Coordinate inputs from multiple sources to achieve recruiting goals
• Manage multiple priorities from multiple stakeholders
• Administer special projects as requested; communicate status
• Gain proficiency in the Applicant Tracking System (ATS) to create and manage requisitions
• Coordinate recruiting metrics; gather and interpret data; prepare reports; present data to team and internal HR stakeholders
• Organize and support execution of campus events, internship program and additional various recruiting events
• Support building and executing a careers-focused social media strategy through competitive research to generate, edit, and publish weekly content
• Coordinate with CBIZ professionals to administer internal documents via DocuSign
• Additional responsibilities and projects as assigned

Recruiting Coordinator

• 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 – Employee Benefits

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

• 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 on assigned accounts
• Build relationships with employer/group clients 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

Account Manager – Employee Benefits

Accounting Manager

• 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 – Senior Manager

Administration

• Lead the administration, optimization, and integration of core insurance technology platforms
• Oversee system stability, performance, and advanced third-party configuration
• Manage AMS internal configurations, financial and servicing workflows, and data accuracy across reporting structures
• Oversee full lifecycle administration of ImageRight, including document management, workflow design, and automation
• Collaborate with vendor partners on upgrades, enhancements, and performance
• Execute targeted data maintenance projects and regular audits to identify data gaps and implement corrective measures
• Maintain data governance standards across all systems by monitoring data structures
• Support and lead Agency One administration and implementations
• Lead and administer all aspects of carrier download processing
• Create and Manage user profiles, permissions, and security access across all platforms
• Provide Tier‑1 and Tier‑2 technical support
• Administer and customize high-level reports for regional teams and leadership

Applications Administrator – Property & Casualty

• Prepare and execute client business process requirement workshops
• Interface with clients to discover their business challenges
• Perform quantitative and observational data analyses
• Create and present client recommendations
• Lead projects independently, managing the full implementation cycle and ensuring smooth execution
• Train end users on the Sage Intacct system and provide documentation on day-to-day processes
• Assist in the development of reports and dashboards
• Assist with data conversion and testing
• Conduct the go-live cutover and ensure the transition is smooth and successful
• Remain up-to-date on Sage Intacct trends and quarterly releases
• Collaborate with other Sage Intacct team members, acting as a mentor to less experienced consultants
• Provide guidance and share best practices within the team
• Take initiative in learning and implementing advanced modules to broaden expertise
• Be prepared to work on 6-8 projects at the same time, balancing active implementations with ongoing support responsibilities
• Provide timely, outstanding post-implementation service and support
• Respond promptly to support calls and resolve issues efficiently

Senior ERP Consultant

Manager

• 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
• Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
• Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
• Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
• Understand client's Qualified Plan needs
• 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

Audit Senior Manager – SEC

Technical Recruiter

• Maintain clear understanding of full cycle recruitment in Financial Services, Public Accounting
• Work collaboratively with the HR team and hiring managers to understand business objectives, candidate requirements for open positions, consult on key trends for hiring, and develop sourcing strategies
• Proactively identify, qualify and recruit passive candidates, using innovative sourcing strategies, cold calling, social media and networking tools
• Screen resumes, conduct interviews and refer qualified candidates to management
• Maintain internal and external job postings across multiple platforms
• Ensure a positive client and candidate experience throughout the hiring process
• Attend networking events as a representative of CBIZ
• Ability to maintain a professional presence on social media sites, promote open positions and network
• Research target companies and organizations to support sourcing strategies
• Additional responsibilities assigned

Technology Recruiter – Temporary

Compliance

• As a Compliance Specialist you are tasked with developing, enacting, and executing and owning aspects of the Compliance functions for CBIZ, Inc. and its affiliates, including the Regulated entities of CBIZ Investment Advisors Services, LLC and CBIZ Financial Solutions, Inc., as well as other affiliates of the parent company.
• Coordinate the development, implementation, and manage the ongoing maintenance of compliance programs in accordance with SEC, FINRA, and applicable state regulations.
• Conduct ongoing monitoring, reviews, and testing of business activities to identify potential compliance risks and issues as well as provide solutions for their mitigation.
• Work with 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.
• Assist in regulatory examinations, audits, and inquiries by preparing documentation, responding to requests, and coordinating with internal compliance stakeholders as well as being a responsible party for the outcomes.
• Review and approve marketing, advertising, and client communications for regulatory compliance, and support RIA leadership with go-to-market initiatives.
• Develop with the Director of Compliance a corporate program for policies and procedures, including but not limited to insider trading, RFPs, business continuity planning (BCP), records retention, and anti-bribery and anti-corruption requirements.
• Develop and manage programmatic administration, monitoring, and ongoing effectiveness of corporate compliance policies and programs across business units.
• Support codes of ethics, conflicts of interest processes, investigations, and whistleblower programs.
• Participate in enterprise risk management (ERM) and compliance risk assessments.
• Help lead the 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.
• Create and monitor policy governance, including drafting, reviewing, updating, and distributing corporate compliance policies and procedures.
• Demonstrated strategic problem-solving skills, including the design, implementation, and execution of compliance solutions in complex regulatory and corporate environments.
• Support training, monitoring, and ongoing effectiveness testing of compliance programs.

Senior Compliance Specialist

• 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

Outsourced Accounting Supervisor

IT Support

• Support the execution of audits for alternative investment fund clients including hedge funds, venture capital, and private equity funds by performing audit testing and ensuring work is in line with US GAAP, IFRS, and regulatory guidelines.
• Prepare financial statements and supporting schedules for investment fund clients, including footnote disclosures under supervision.
• Perform initial reviews and analyses of portfolio valuations, investment structures, and fair value measurements, escalating complex matters to supervisors as needed.
• Collaborate with client management and fund administrators to gather information and clarify accounting issues, referring more complex concerns to senior team members.
• Contribute to research on technical accounting matters and assist in understanding new accounting standards and best practices for fund structures, under guidance.
• Support the implementation of new financial reporting requirements and changes in accounting policies as directed.

Audit Manager

Security Engineer

• Act as a "hunter" responsible for acquiring new clients for the firm and creating their own book of business.
• Develop a deep and comprehensive understanding of our company's products and services.
• Stay aware of evolving technologies and shifting regulatory requirements, and how they impact client needs.
• Meet monthly and quarterly annual sales quotas through the successful implementation of sales and marketing strategies and tactics.
• Generate leads and build relationships by planning and organizing daily work schedules to call on existing or potential sales outlets.
• Develop and implement an action plan through comprehensive data analysis.
• Maintain working relationships with existing clients to ensure exceptional service and identification of potential new sales opportunities.
• Identify appropriate prospects, set appointments, make effective qualifying sales calls, and manage sales cycle to close new business.
• Prepare professional, complete, concise, and accurate proposals and other documentation as required for executive-level presentations.
• Achieve sales goals by assessing current client needs and following a defined selling process with potential buyers.
• Regularly report on sales pipelines to CBIZ executives.