Top Tech Jobs & Startup Jobs

Complete client accounting and bookkeeping engagements, including invoice entry, bill payment, deposits, payroll transactions, reconciliations, journal entries, and financial statements. Apply accounting and tax regulations, meet engagement budgets and charge-hour goals, support technology implementation, participate in networking and practice development, perform administrative duties, and travel as needed for clients and business needs.

Develop and maintain enterprise Power BI reports and dashboards, write and optimize SQL and DAX, model data using Microsoft Fabric, automate workflows with Alteryx/SSIS, analyze financial and operational data, define KPIs, deliver analytical insights and present findings to stakeholders including C-level.

Manage high-net-worth private client tax engagements, including tax planning, returns, financial statements, reviews, budgets, billing, and client delivery. Serve as a trusted advisor to family offices, investment advisors, and estate and trust firms. Supervise, train, and mentor staff; ensure quality, timeliness, and budget adherence; support client development, presentations, proposals, cross-selling, and practice growth. Maintain multiple client relationships and contribute to engagement strategy and business development.

Leads capital markets business development by developing sales managers, accompanying business calls, setting growth and marketing strategies, forecasting new business, supporting sales-team development, maintaining campaigns, generating qualified opportunities, managing stakeholder relationships, and achieving annual sales goals. Requires strong local business relationships, industry knowledge, communication and presentation skills, leadership, and effective multitasking.

Provide application and system support for clients, resolve internal/external requests, coordinate processes, assist with administration, documentation, training, compliance, and client communications under direction.

Sell full-suite HCM and payroll solutions to mid-market clients by prospecting new logos, managing the full sales cycle, tracking activities in CRM, partnering with implementation teams, and identifying cross-sell opportunities to meet revenue targets.

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 sales and use tax compliance engagements, advise clients, review and reconcile sales data and jurisdictional filings, resolve notices and system exceptions, maintain audit-ready controls and documentation, mentor junior staff, and drive process and automation improvements.

Sell employee benefits and advisory services to new and existing clients, build and manage a qualified sales pipeline, document activity in CBIZ systems, present consultative recommendations, close new business, transition clients to service teams, and support cross-selling while meeting annual sales goals.

Perform and oversee accounting, tax, and audit engagements, manage engagement budgets and timelines, review and mentor associates, support client billing, develop specialty practice knowledge, contribute to practice development, and execute assigned administrative duties.