Jobs at CBIZ

Manage assigned client accounts for CBIZ’s HCM software services. Provide UKG product support, troubleshoot system issues, conduct audits, maintain data integrity, lead client meetings, and recommend process improvements. Build trusted client relationships, resolve cases, coordinate with internal teams, and ensure timely, high-quality service delivery across payroll, HR, timekeeping, and workforce management solutions.

Advise clients on complex partnership taxation, entity structuring, ownership changes, M&A, restructurings, joint ventures, and strategic transactions. Develop and review partnership tax models, allocation analyses, basis computations, and technical memoranda. Research Subchapter K issues, identify planning opportunities, collaborate with advisors, manage client engagements, and mentor tax professionals.

Leads the HCM Sales organization, managing Sales Directors and geographically dispersed sales teams. Develops sales strategies, drives revenue growth and market expansion, monitors pipeline and forecasts, builds sales leadership talent, and partners with executive, marketing, operations, and service teams. Oversees segment performance, operational effectiveness, financial results, resource planning, service quality, and long-term growth for human capital management solutions.

Supports transfer pricing projects for multinational clients across planning, compliance, implementation, and controversy matters. Responsibilities include researching and analyzing financial, economic, and accounting data; reviewing U.S. GAAP financial statements; researching comparable companies; conducting client interviews; preparing transfer pricing deliverables; and assisting with practice development initiatives under senior supervision.

Supervises global information reporting tax services for financial institution clients, advising on FATCA, CRS, Chapter 3 withholding and reporting, and related regimes. Coordinates international compliance teams, manages client engagements, reviews tax reporting data and forms, supervises associates, supports technology requirements and testing, and delivers regulatory training. Requires at least three years of public accounting or related experience, with supervisory experience preferred.

Provides hands-on accounting and finance advisory support to private equity-backed portfolio companies. Responsibilities include leading finance optimization workstreams, improving financial reporting and close processes, supporting post-acquisition integration, audit readiness, working capital and cash flow analysis, and preparing client-ready deliverables. The role manages assigned engagement responsibilities, communicates with CFOs, Controllers, and private equity stakeholders, identifies risks, and delivers work independently within structured oversight.

Provide international tax consulting, compliance, and planning for multinational clients. Prepare and review Forms 5471/5472/8865/8858 and related disclosures, conduct technical research (GILTI, Subpart F, treaties, foreign tax credits), analyze tax data for planning opportunities, produce client deliverables and technical memoranda, collaborate with firm-wide engagement teams, monitor legislative developments, and support professional development and knowledge-sharing.

Leads global information reporting tax advisory services for financial institutions, focusing on FATCA, CRS, Chapter 3 withholding, partnership reporting, tax planning, compliance, and audits. Manages multiple client engagements, develops relationships and new business, delivers technical training, and supervises and mentors tax professionals. Requires extensive public accounting or related experience, strong client service and leadership abilities, and expertise in international tax transparency and reporting regimes.

Plans and executes transfer pricing projects involving multinational clients, including planning, compliance documentation, financial and economic analyses, controversy support, client interviews, and review of U.S. GAAP statements. Conducts research using transfer pricing databases, applies statistical analysis, collaborates with tax specialists, supports practice development, and uses AI tools to deliver client work. The role requires managing multiple deadlines and traveling as business needs require.

Direct tax consulting and outsourcing engagements, expand existing client revenue, manage business planning and engagement teams, oversee quality control, and serve as a trusted client advisor. The role requires expertise in global information reporting regimes including FATCA, CRS, withholding requirements, tax returns, and tax form validation. Candidates need a bachelor’s degree, active CPA or equivalent certification, eight years of relevant experience, six years of supervisory experience, and availability for business travel.

Provides post-implementation support for Sage Intacct clients by troubleshooting application, configuration, process, reporting, and workflow issues. Builds client relationships, advises on best practices, supports system updates and testing, documents resolutions, and coordinates with consultants, implementation teams, development teams, and Sage support. Identifies recurring issues, creates knowledge resources, and recommends process improvements to enhance client satisfaction and system utilization.

Lead development and oversight of AI governance frameworks, policies, controls, and risk/compliance practices. Partner with business, delivery, and technical teams to align governance with project delivery, support SDLC-based project governance, recommend improvements, and communicate governance expectations across the organization.

Provides quoting and implementation support for employee benefits producers and account managers. Responsibilities include preparing medical and ancillary insurance quotes, maintaining data in agency and carrier systems, onboarding new clients, processing carrier installations and Broker of Record changes, creating enrollment materials, responding to client requests, and assisting with administrative tasks, projects, process improvements, quality controls, and compliance procedures.

Serve as a senior finance operator embedded in private equity client engagements. Execute accounting and finance workstreams, improve reporting and close processes, support post-acquisition integration, audit readiness, working capital and cash flow analysis, and prepare client-ready deliverables. Manage assigned workstreams, communicate with Controllers, CFOs, and private equity representatives, participate in client meetings, identify risks, and support engagement leadership in delivering client outcomes.

Lead state and local tax (SALT) M&A engagements including multi-state due diligence, nexus and exposure analysis, tax law interpretation, report writing, engagement management, client advisory on deal structuring, post-close SALT work, and mentoring project teams while developing client relationships.

Lead change management and adoption for AI engagements: develop change strategies, stakeholder engagement, communications, training, and adoption metrics. Partner with leaders and project teams, support transitions through implementation, monitor outcomes, and recommend policy and process improvements. Support Agile and Traditional SDLC efforts and use collaboration tools to drive sustained user adoption.

Design and lead end-to-end AI solution architectures, ensuring scalability, security, and compliance. Translate business and regulatory requirements into technical designs, evaluate tools/platforms, document architecture standards, coordinate technical teams, and support deployment and ongoing improvements.

Support AI project teams by executing workstreams, preparing client-facing presentations and documentation, assisting implementation activities, maintaining required certifications, using relevant technology, communicating with stakeholders, and traveling as needed for client engagements.

Perform buy-side and sell-side financial due diligence including quality of earnings, working capital, cash flow, net debt, and profitability analyses; develop client-ready deliverables; communicate findings to clients and internal teams; participate in management calls and deal reviews; mentor junior staff and contribute to team culture while supporting transaction decisions on valuation, structure, and key risks.

Provide remote help-desk support to branches and remote users: diagnose and resolve video/phone, access, and connectivity issues; perform password resets; guide users by phone using a knowledge base; document incidents and trends; prioritize and escalate issues; and assist with ad-hoc support tasks.