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Supervise tax, accounting, or audit engagements; review team work; manage budgets and charge hours; mentor and train staff; assist billing; develop industry specialization; support practice development; perform administrative duties. Travel as needed.

Lead and grow the tax practice: expand client revenue, plan short- and long-term business strategy, manage practice metrics (billing, realization, AR, charge hours), serve as trusted client advisor, ensure quality control, supervise staff, act as technical SME, support business development, and participate in senior operations. Travel as needed.

Support execution of marketing initiatives for an AI advisory practice: coordinate campaigns, update content and collateral, manage event logistics, track activities and reporting, maintain templates and files, and provide administrative and production support across marketing, business development, and practice teams.

Support audit and advisory teams by transforming and cleaning client data, organizing and testing journal entries, identifying process improvements, documenting steps, and assisting with technology-enabled audit tasks and firmwide service requests.

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.

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.