Jobs at CBIZ

Manages complex employee benefits client accounts, serving as the primary contact for service delivery, renewals, open enrollment, client setup, and ongoing needs. Resolves escalated issues, coordinates internal teams, maintains data quality, presents solutions, discusses legislation and market trends, identifies cross-selling opportunities, and coaches junior staff. Requires insurance industry customer service experience, relevant licensing, benefits administration knowledge, strong communication skills, and the ability to travel as needed.

Conduct investment research, manager due diligence, portfolio and economic analysis, and monitoring to support client investment decisions. Evaluate investment managers, fund-list inclusion and removal, asset-class coverage, market trends, and investment performance. Prepare reports, commentaries, memos, white papers, and strategic research using Morningstar Direct and eVestment. Manage investment-related projects, meet deadlines, and communicate findings effectively across the organization.

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.

Provides outsourced HR services across onboarding, offboarding, payroll processing, benefits administration, leave management, employment-law compliance, and employee support. Advises clients and employees on HR policies, payroll, benefits, and regulatory matters; processes payroll and benefit changes; reconciles invoices; resolves tax notices; supports multi-state registrations; and contributes to HR service improvements.

Provides administrative and operational support to attorneys and paralegals, including calendar management, document preparation, client matter opening, filing, meeting coordination, client communications, billing follow-up, records management, and special projects. The role also assists with marketing, social media, client engagement, and business development activities while maintaining accurate, professional service in a fully in-office environment.

Generates new revenue through consultative sales, builds prospect pipelines, develops client recommendations, closes business, and transitions sold clients to service teams. Maintains strategic client relationships, supports retention and cross-selling, documents sales activity, analyzes market trends, and communicates business intelligence to leadership. Requires strong communication, presentation, negotiation, technology, and client relationship skills, along with required industry licenses or credentials.

Conduct high-volume B2B outbound prospecting through calls, email, and social selling; research and qualify prospective customers, overcome objections, schedule meetings for sales consultants, and maintain accurate CRM records. Meet meeting and conversion targets while completing structured sales training, service-line education, and coaching toward a future sales producer position.

Conduct high-volume B2B outbound prospecting through calls, email, and social selling; research and qualify prospective businesses; overcome objections; schedule meetings for sales consultants; maintain accurate CRM records; meet appointment and conversion targets; and complete structured training toward a future sales producer role.

Provides remote technical support to branches, departments, and remote users by diagnosing and resolving video, phone, access, connectivity, password, and general system issues. Guides users by phone, documents interactions, prioritizes incidents, analyzes recurring problems, follows escalation procedures, and maintains accurate support records. Requires a professional remote workspace, high-speed internet, schedule flexibility, and strong communication and documentation skills.

Processes invoices, vendor payments, expense reimbursements, and corporate card transactions. Maintains vendor records, reconciles statements, resolves discrepancies, monitors payables, prepares reports, responds to inquiries, and supports audits and process improvements while ensuring compliance with company policies and internal controls.

Manages daily cash operations, liquidity, cash-flow forecasting, banking relationships, debt and investment portfolios, financial risk, treasury audits, controls, and treasury systems. Leads FX and interest-rate risk strategies, payment portals, share repurchase activities, process improvements, and treasury staff. Collaborates with accounting, tax, legal, and business teams on corporate transactions and compliance.

Provides front desk and administrative support for a temporary office position, serving as a liaison with internal and external clients, coordinating special projects, communicating status updates, operating office equipment and software, and completing assigned administrative duties.

Develops B2B outbound prospecting skills by researching prospects, making high-volume calls, sending emails, qualifying interest, overcoming objections, scheduling meetings for sales consultants, and maintaining accurate CRM records. The role includes structured training, ongoing coaching, service-line education, and progression toward a sales producer position, including obtaining relevant licensing.

The Vice President of Applications will lead the application strategy, modernization, separation from CBIZ, ERP implementation, integrations, and application portfolio management for a new Benefits and Insurance technology organization. The role oversees Salesforce, SaaS, custom platforms, data warehousing, AI enablement, software delivery partners, security and compliance, budgeting, and technology prioritization. This executive will build a high-performing team, manage carve-out and TSA milestones, partner with business and finance leaders, and deliver standalone technology capabilities.

Leads the separation of infrastructure and security operations from CBIZ, establishing standalone cloud, network, end-user computing, service desk, telecommunications, and security capabilities. Owns infrastructure strategy, carve-out execution, TSAs, resiliency, zero trust, security operations, safe AI enablement, SOC 2 controls, vendor and MSP/MSSP management, service metrics, team leadership, and operating budgets.

Leads tax transformation initiatives by improving and standardizing tax processes, translating business needs into technical requirements, mapping workflows, implementing automation and AI solutions, and supporting project and change management. Partners with tax, IT, BI, and AI teams; evaluates vendors and technologies; facilitates workshops and training; and monitors adoption metrics. Requires individual or partnership tax engagement experience, supervisory experience, and strong knowledge of tax technology and project delivery.

Leads accounting advisory engagements for clients, providing technical accounting guidance, financial reporting support, transaction assistance, audit readiness, and complex analyses. Prepares technical accounting memoranda, financial statements, disclosures, and research-based recommendations. Supervises engagement teams, mentors staff, manages client relationships, supports business development, and contributes to practice growth. The role also performs outsourced controller and accounting management work while applying U.S. GAAP and auditing standards across complex client situations.

Assist with planning tax assignments, preparing and reviewing federal and state tax returns, responding to IRS audits and notices, and handling trust, gift, and estate returns. Support client assignments from start to finish while developing tax compliance knowledge, maintaining client relationships, protecting confidentiality, and meeting professional standards.

Provides day-to-day service delivery and relationship management for assigned employer-group benefits clients. Acts as the primary client contact, resolves service issues, coordinates internal teams and vendors, supports implementations, renewals, enrollment communications, and client meetings, and discusses relevant legislation and market trends. Maintains client data, follows internal controls, identifies additional coverage opportunities, and may guide less experienced staff.

Manages benefits and insurance transformation initiatives by analyzing business needs, designing process improvements, documenting requirements and workflows, implementing automation and AI solutions, and supporting project delivery. Facilitates stakeholder workshops, evaluates technologies and vendors, tracks KPIs and adoption metrics, and contributes to change management, training, and communications. The role collaborates with benefits professionals, IT, business intelligence, and AI teams to improve efficiency, scalability, and decision-making across the firm.