Jobs at CBIZ

Lead strategic FP&A engagements for private equity-backed portfolio companies. Build forecasting models, prepare financial and operational reporting, analyze profitability, improve processes, deploy data analytics, manage stakeholders, and oversee project deliverables and teams to support decision-making.

Lead and manage multiple financial due diligence engagements for buy- and sell-side transactions, perform in-depth financial and business analysis, identify risks and valuation implications, oversee deliverables, liaise with clients and targets, and mentor engagement team members.

Serve as a subject-matter expert and trusted advisor on tax engagements. Manage client relationships, engagement budgets, billing, and staff supervision. Oversee technical reviews, mentor team members, support new client development, and ensure quality control and compliance. Travel as needed.

Lead tax practice growth and client relationships, manage billing and team performance, serve as technical subject-matter expert, drive business development and quality control, and participate in senior operations management. Travel to client sites as needed.

Lead new business growth for CBIZs Mid-Atlantic nonprofit practice, focusing on new-logo acquisition, pipeline generation, and cross-service sales (audit, tax, advisory, managed services). Build executive relationships, run full sales cycles, collaborate with internal SMEs, maintain CRM and forecasts, represent CBIZ regionally, and meet annual revenue targets. Field-based role with regional travel.

Lead and manage actuarial consulting engagements focused on Medicaid public health programs. Oversee project planning, deliverables, quality controls, compliance, and staff development. Analyze medical claims and enrollment data, cultivate client relationships, support business development, and represent the firm at industry events.

Prepare, complete, and review accounting, tax, and audit engagements; manage budgets and deadlines; supervise and mentor associates; assist with client billing and practice development; travel to client sites as needed.

Lead actuarial consulting engagements for Medicaid programs, manage project planning and quality controls, analyze medical claims and enrollment data, oversee team and deliverables, develop subject matter expertise, maintain client relationships, recruit and develop staff, ensure PHI confidentiality, and represent the firm at industry events.

Supervise and guide client onboarding staff, assign and review work, hire and administer policies, resolve complex issues, train and motivate team, and ensure service, productivity, and quality standards are met.

Lead regional resource management by developing strategies, forecasting staffing needs, analyzing utilization, sourcing and developing talent, implementing ProStaff scheduling tools, maintaining skills inventories, and ensuring governance and stakeholder alignment across offices.

Prepare and review accounting, tax, and audit engagements; manage engagement budgets and timelines; mentor and possibly supervise associates; support billing and practice development; develop specialty practice knowledge and meet charge-hour goals.

Serve as primary client contact for employer/group benefits accounts: deliver service, resolve moderately complex issues, coordinate with internal teams and vendors for enrollments, renewals, and new client setup, input data into software, conduct client meetings, escalate concerns, and identify opportunities for additional coverage.

Provide Tier 3 support and administration for enterprise VoIP/cloud telephony systems. Troubleshoot complex call quality and configuration issues, perform testing and firmware rollouts, create documentation and training, collaborate with vendors and business partners, and drive service improvements.

Manage commercial litigation and pre-litigation disputes, advise business leaders, oversee outside counsel, coordinate discovery and e-discovery, support subpoena responses, and drive litigation strategy, risk mitigation, and cost-effective matter management.

Generate and qualify new business across the Southeast Region for CBIZ’s Accounting and Tax Practice. Build relationships with C-suite and financial leaders, execute targeted sales campaigns with Client Service and Marketing, conduct 20 sales appointments monthly, use Salesforce for activity reporting, craft annual sales plans, and achieve sales targets. Support cross-service selling (benefits, insurance, payroll) and deliver business development training.

Generate new business across the Tampa Bay/Southeast region targeting middle-market and enterprise clients in industries like construction, real estate, and manufacturing. Build trusted relationships with financial and executive leaders, qualify opportunities, execute industry-specific sales campaigns with Client Service and Marketing teams, conduct 20 sales appointments monthly, use Salesforce for activity reporting, and achieve annual sales goals while training colleagues and selling a broad range of financial and advisory services.

Drive new business across South Florida and the Southeast for CBIZ by targeting private equity and consumer & industrial product firms; build trusted relationships with C-suite and financial leaders, maintain a $1.5M+ closed-won pipeline, run 20 sales appointments monthly, develop and execute targeted campaigns with Client Service and Marketing, use Salesforce and digital tools to plan and report activity, and coach internal teams on pipeline development.

Serve as tax subject-matter expert and trusted client advisor; lead engagements, review deliverables, develop business, mentor and supervise staff, manage budgets, billing, and client relationships.

Lead market development and client growth for national tax services: build and expand client relationships, coordinate pursuits and proposals, identify cross‑sell opportunities, connect clients with specialized tax teams, and collaborate with regional leadership to drive revenue.

Lead and manage accounting advisory engagements advising C-suite and audit committees on complex U.S. GAAP and SEC reporting, transaction accounting, IPO readiness, M&A purchase accounting, and accounting transformations. Oversee engagement teams, develop staff, maintain executive client relationships, support business development, and ensure technical quality.