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Lead and manage accounting advisory engagements including implementation of new accounting standards, SEC/IPO readiness, transaction accounting for M&A and financing, prepare technical memos and financial statements, supervise teams, perform technical research, support audit readiness, and drive business development for the practice.

Manage accounting advisory engagements, provide technical accounting expertise (GAAP, revenue, leases, equity/debt), support M&A and transaction accounting, prepare financial statements and technical memos, supervise staff, deliver audit readiness, develop client relationships, and help grow the practice.

Sell employee benefits consultatively to new and existing clients, build and manage a qualified pipeline, meet annual sales goals, document activities in CBIZ systems, transition new clients to service teams, serve as trusted advisor, support cross-selling, and provide market feedback to leadership.

Serve as subject-matter expert and trusted advisor for private client tax engagements. Manage client relationships, develop new business, supervise and mentor staff, oversee engagement deliverables, perform technical and strategic reviews, ensure quality control, manage billing and budgets, and provide recommendations on procedures and client solutions.

Lead private client tax services, manage client relationships and staff, meet billing and business development targets, ensure quality control, and serve as a technical tax advisor while supporting practice growth and firm objectives.

Sell professional services to new and existing clients via consultative selling, build and manage a qualified pipeline, meet annual revenue goals, document activity in systems, transition clients to service teams, and support cross-selling and market intelligence.

Lead buy- and sell-side M&A tax engagements including tax due diligence, federal tax interpretation, reporting findings, deal-structuring advice, engagement management, project review, client executive interfacing, and developing client relationships while managing multiple projects and mentoring team members.

Sell AI advisory and transformation services by prospecting, building executive relationships, managing opportunities, and closing complex six- and seven-figure engagements. Position AI strategy, governance, Copilot, data optimization and collaborate with delivery teams to develop proposals, presentations, and executive business cases while meeting quotas and maintaining pipeline and forecasting.

Assist with tax and accounting assignments across industries; apply accounting and auditing principles; participate in client engagements end-to-end; identify and communicate issues to senior staff; build client relationships; maintain professional standards and confidentiality.

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.