Jobs at CBIZ

Lead assurance transformation by developing strategy and roadmaps, driving AI/automation/analytics-enabled solutions, managing cross-functional teams and vendors, standardizing processes, measuring ROI, and executing change management to improve audit quality and scalability.

Support private equity-backed portfolio companies by developing forecasting and reporting models, performing profitability and financial analysis, implementing FP&A processes, managing data and analytics, and communicating results to management and PE teams to drive decision-making.

Lead FP&A engagements for private equity-backed middle-market companies by developing forecasting models, financial and operational reporting, profitability analysis, and process improvements. Manage project resources, communicate with C-suite and PE stakeholders, implement performance management capabilities, and support deployment of actionable plans. Emphasizes data analytics, Excel modeling, and client-facing advisory responsibilities with travel as needed.

Serve as a senior FP&A consultant for private equity-backed portfolio companies, building forecasting and reporting models, performing profitability and operational analysis, managing stakeholders, delivering FP&A deliverables, improving processes and data analytics, and leading project workstreams and internal/external resources.

Sell employee benefits through consultative sales to new and existing clients. Build and manage a qualified pipeline, document activity, present recommendations, close business, transition clients to service teams, and meet annual sales goals. Serve as a trusted advisor, support cross-selling, communicate market intelligence to leadership, and travel as needed.

Support private-equity backed portfolio companies with forecasting, budgeting, reporting, profitability analysis, and data-driven decision support. Build and deploy financial and operational models, communicate findings to C-suite and PE teams, improve processes, manage data, and lead engagement deliverables to drive performance and value.

Manage complex tax engagements, advise clients on tax planning and compliance, supervise and mentor staff, oversee engagement deliverables and quality control, drive business development and client relationships, manage billing and budgets, and participate in client meetings and proposals. Travel as needed.

Lead and complete audit engagements, review and mentor staff, manage engagement budgets and timelines, communicate with clients and managers, participate in practice development, and assist with billing and specialty practice knowledge development.

Sell full-suite HCM and payroll solutions to new mid-market clients. Prospect and generate new logos, manage full sales cycle, track activity in CRM, collaborate with implementation teams, support cross-sell opportunities, and meet new revenue targets.

Perform buy-side and sell-side financial due diligence for private equity clients, including quality of earnings, working capital, cash flow and profitability analyses; develop client-ready deliverables; communicate findings to clients and internal teams; support transaction recommendations and mentor junior staff.

Manage and perform credit risk due diligence and financial transaction analysis for clients. Conduct fieldwork onsite and remotely, prepare and review consultant reports, lead engagements to completion, meet deadlines, and support business development while maintaining required certifications and licenses.

Lead tax engagements for multiple clients, manage staff and budgets, perform technical and strategic reviews, ensure timely delivery, support business development, and mentor team members while maintaining billing and quality standards.

Lead Global Information Reporting (GIR) services for private equity clients, advising on FATCA, CRS, Chapter 3 and withholding regimes. Manage client relationships, direct consulting/compliance engagements, guide audits, drive business development, deliver technical training, recruit and mentor staff, and contribute to internal practice management.

Serve as the primary client-facing resource for assigned employer/group benefits accounts, resolving moderately complex service issues, coordinating with carriers/vendors, managing enrollments, renewals and new client setups, inputting data into systems, escalating concerns, and driving client retention and cross-sell opportunities. May mentor junior service staff.

Plan, execute, and optimize integrated demand-generation and account-based marketing campaigns across the funnel. Build landing pages, forms, email, paid and social campaigns, enable sales with templates and reporting, manage customer journeys, and produce data-driven insights and dashboards to drive sales-ready leads.

Serve as a national Subject Matter Expert on partnership and LLC pass-through taxation, advising offices on complex tax issues, leading allocation modeling, shaping national policy, driving thought leadership, training, and expanding billable partnership/LLC practice. Travel to meetings and programs across the country as needed.

Lead SALT (state and local tax) compliance and consulting engagements for financial services clients. Provide technical guidance on multistate income/franchise, sales/use, nexus, apportionment, and income sourcing. Advise on tax treatment of financial products, intercompany transactions, fintech models, and complex entity structures. Conduct nexus and filing footprint analyses, support audit defense and controversy matters, monitor state tax developments, and help grow SALT offerings within the firm.

Lead US-outbound transfer pricing planning for multinational clients: design and review intercompany pricing policies, manage engagements, support local reporting and audits, analyze financial and economic data, review GAAP statements, and research comparable companies.

Serve as a hands-on finance operator for private equity-backed portfolio companies, executing complex accounting and finance workstreams, improving reporting and close processes, supporting audit readiness, and leading client deliverables while managing assigned teams and timelines.

Manage and optimize employee benefits technology (primarily Employee Navigator). Train staff and clients, schedule and execute implementations, troubleshoot platform issues, configure sites for renewals and open enrollment, and provide ongoing product training and support.