Jobs at CBIZ

Manage service delivery for assigned employer-group benefits clients, serving as the primary day-to-day contact. Resolve service issues, coordinate internal teams, support implementations, renewals, enrollments, and client meetings, maintain client and vendor relationships, communicate legislation and market trends, ensure procedures are followed, and identify additional coverage opportunities.

Manages complex employer-group benefits accounts as the primary client contact. Responsibilities include service delivery, issue resolution, renewals, client implementations, open enrollment meetings, client communications, vendor coordination, legislative and market-trend discussions, identifying additional coverage opportunities, and coaching junior staff. Requires more than five years of insurance-industry customer service experience, strong communication skills, relevant licensing, and proficiency with Employee Navigator.

Lead and oversee outsourced accounting engagements, supervise monthly closes and deliverables, advise clients on financial and operational matters, manage billing and budgets, support client acquisition and onboarding, implement accounting systems, train staff, and ensure quality and timely service delivery.

Leads AI business solutions by connecting Product Engineering, Business Transformation, and business stakeholders. Manages solution intake, prioritization, roadmaps, user acceptance testing, release validation, feedback analysis, and adoption initiatives. Evaluates AI capabilities, prompts, context engineering, and agentic solutions while guiding analysts and senior analysts. The role also facilitates stakeholder communication, training, usability reviews, and cross-functional delivery of AI applications aligned with business priorities.

Lead and grow a tax practice by building client relationships, driving business development, managing budgets and billing, coaching staff, ensuring quality control, and participating in unit leadership and administrative responsibilities.

Lead and grow a high-net-worth tax practice: manage client relationships, business development, budgeting, billing, staff coaching, quality control, and department performance. Ensure timely fee collection, meet goals, and participate in senior management activities. Travel as needed for client and business requirements.

Coordinates general ledger transaction recording, prepares monthly management reports, supports budgeting and forecasting, reviews accounting processes, and owns Sarbanes-Oxley compliance for a business unit or function.

Performs corporate cash reconciliations and transaction recording, accounts for compensation and retention programs, prepares debt-related bank certificates, conducts financial and statutory reporting surveys, consolidates captive insurance results, and reviews intercompany reconciliations, public filings, SOX controls, and SOC reports. Collaborates with finance and other departments while managing accounting responsibilities independently and supporting compliance and reporting activities.

Perform accounts payable processing, general ledger activities, journal entries, account reconciliations, variance explanations, and financial statement support. Manage fixed asset transactions and sub-ledger reconciliation, intercompany accounting, local business unit cash reviews, and Treasury support. Assist with audits, special projects, and corporate clerical duties while maintaining confidentiality, accuracy, and deadlines.

Enters and reconciles commission payments in Applied Epic, investigates discrepancies, responds to internal and external requests, performs clerical duties, runs reports, and assists with training. The role requires accurate data entry, basic accounting and math skills, Excel proficiency, effective communication, customer service, and the ability to prioritize multiple responsibilities independently and within a team.

Perform accounts payable processing, general ledger activities, journal entries, account reconciliations, variance explanations, and financial reporting support. Manage fixed asset transactions and sub-ledger reconciliations, intercompany accounting, local business unit cash reviews, audit requests, treasury support, and special projects. Handle confidential information, meet deadlines, and assist with corporate office duties.

Lead Sage 100 ERP implementations, upgrades, configuration, data migration, testing, training, go-live support, troubleshooting, and optimization. Advise clients on business-process improvements, customize accounting, inventory, manufacturing, and distribution modules, and provide solution roadmaps. Coordinate with technical teams, project managers, and vendors while supporting proposals and sales activities. The role requires client-facing communication, project management, documentation, occasional travel, and at least three years of related experience.

Manage government audits, including financial statement, single, and compliance audits. Lead client engagements, supervise and mentor staff, review deliverables, ensure quality and timely execution, manage budgets and billing, and support client retention and business development. Requires strong knowledge of government auditing standards, financial reporting requirements, and public accounting practices, along with an active CPA certification.

Manages credit risk due diligence and field examinations for specialty lending, securitization, asset-based lending, and related financial transactions. Supervises and develops staff, reviews engagement deliverables, ensures quality control, manages client relationships and budgets, supports business development, and advises clients on industry trends and solutions. Requires CPA certification, public accounting or related experience, supervisory experience, and travel based on client needs.

Manage employee benefits clients, relationships, renewals, marketing strategies, implementations, carrier negotiations, compliance, and client presentations. Analyze client needs, develop practical solutions, coordinate internal service teams, support RFPs, educate clients on legislation and market trends, and identify additional service opportunities. The role requires insurance industry experience, benefits expertise, regulatory knowledge, communication skills, and an applicable insurance license.

Lead tax transformation strategy and execution by developing technology roadmaps, business cases, and performance objectives. Partner with tax, technology, business intelligence, and AI teams to implement automation, analytics, workflow optimization, and scalable processes. Manage stakeholders, vendors, change adoption, cross-functional projects, and a high-performing transformation team while improving tax operations and advisory capabilities.

Conduct IT compliance, security, SOX, and risk audits; assess controls, document workpapers, analyze data, identify deficiencies, recommend improvements, and prepare client reports. Participate in audit planning, meetings, technical application-control reviews, and consulting projects while managing multiple deadlines. Collaborate with business and technical teams, communicate findings to management, and supervise IT risk professionals. Travel is required based on client and business needs.

Leads private client tax engagements, advising high-net-worth individuals, families, and family offices on compliance, planning, consulting, and audits. Manages client relationships, develops new business, trains tax professionals, supervises teams, and contributes to departmental leadership. The role requires advanced individual taxation expertise, including trust, estate, and gift taxation, along with significant public accounting and supervisory experience.

Provide general administrative support including document preparation, filing, correspondence screening, meeting and travel arrangements, office supply management, basic bookkeeping, greeting visitors, and ad-hoc project work.

Advise clients on complex partnership taxation, entity structuring, ownership changes, M&A, restructurings, joint ventures, and strategic transactions. Develop and review partnership tax models, allocation analyses, basis computations, and technical memoranda. Research Subchapter K issues, identify planning opportunities, collaborate with advisors, manage client engagements, and mentor tax professionals.