Jobs at CBIZ

Provide US outbound international tax and transfer pricing planning, manage related engagements, coordinate foreign reporting and audits, prepare financial and economic analyses, review GAAP statements, and support transfer pricing policy and compliance reviews.

Lead and grow the tax practice by expanding client revenue, managing staff, meeting billing and business development targets, serving as trusted client advisor, ensuring quality control, and contributing to senior operations. Plan short- and long-term business activities and support team culture; travel as needed.

Lead tax engagements for middle-market clients including technical reviews, team supervision, budgeting, billing, and business development. Serve as trusted advisor, manage multiple client relationships, ensure quality control and on-time delivery, mentor staff, and participate in practice development and proposals.

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.

Lead and grow international tax practice by expanding client revenue, planning short- and long-term business strategy, managing practice performance metrics, developing business, advising clients as a subject matter expert, supervising staff, ensuring quality control, and participating in senior operations. Travel as needed; Master's preferred.

Lead and build a team to perform audits of private equity and venture capital portfolio companies. Manage client relationships, travel with audit teams as needed, collaborate with tax and advisory service lines, and ensure timely delivery. Apply deep knowledge of PE/VC investment lifecycles and leverage firm subject-matter experts and local resources.

Manage audit engagements and client relationships, oversee staff and deliverables, ensure quality control and budgets, participate in business development, mentor and retain team members, and fulfill billing, realization and travel requirements.

Drive new business across Southern California and the West by engaging C-suite and financial leaders, qualifying opportunities, executing industry-targeted sales campaigns with Client Service and Marketing, conducting 20 monthly sales appointments, using Salesforce for reporting, and meeting annual sales goals.

Lead national outsourced accounting strategy and growth by unifying regional practices, expanding technology-enabled advisory services, scaling teams and offshore resources, establishing standardized processes and KPIs aligned to CAS 2.0, and driving go-to-market, pricing, and talent strategies to achieve profitable, scalable client services.

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, support cross-selling, meet annual sales goals, and provide market intelligence to leadership.

Manage month- and year-end close, prepare audit schedules and financial statements, handle AP/AR/payroll and general ledger maintenance, coordinate with auditors/tax, maintain client relationships, and recommend policy improvements.

Advise retirement plan sponsors on fiduciary governance, plan design, compliance, vendor oversight, fees, and participant engagement. Manage day-to-day client service, lead committee meetings, coordinate with vendors and partners, maintain documentation, pursue 100% client retention, and provide leadership and problem-solving to deepen client relationships.

Perform and manage accounting, tax and audit engagements; review and supervise associates; meet engagement budgets and charge goals; train staff; support client billing; develop specialty practice knowledge such as digital assets; participate in practice development and other assigned administrative duties.

Lead and supervise IT audit teams to design and execute compliance and security audit programs, perform IT SOX testing, document controls, assess IT risks, present findings, recommend process improvements, and coordinate with business and technical stakeholders on remediation and special projects.

Manage tax engagements and client relationships, supervise and mentor staff, ensure on-time delivery and quality control of tax returns and financial deliverables, support business development, budgeting, billing, and provide technical tax expertise and advisory to clients.

Prospect and win new B2B clients for HCM and payroll services through cold calling, networking, and field outreach. Manage full sales cycle, track activity in CRM, collaborate with implementation teams, support cross-selling, and meet annual revenue targets while documenting market insights and improving sales strategy.

Serve as subject matter expert managing tax engagements, supervising and mentoring staff, performing technical and strategic reviews, developing client relationships and new business, overseeing billing and engagement budgets, and advising clients on tax and qualified plan matters.

Lead and review tax engagements, prepare and review advanced tax returns, manage staff and workflow, research complex tax issues, liaise with clients and partners, and mentor tax team members while maintaining technical accounting knowledge and compliance with firm standards.

Sell employee benefits services to new and existing clients through consultative selling; build and manage a qualified sales pipeline; document activity; close new business and transition clients to service teams; meet annual sales goals; provide market intelligence and support cross-selling initiatives.

Design and execute IT compliance and security audits, perform risk assessments and SOX testing, document systems and controls, analyze data, identify control deficiencies and recommend remediations, prepare audit reports and present findings, manage multiple engagements, supervise IT risk staff, and liaise with business and technical teams.