Jobs at CBIZ

Lead tax engagements including preparing and reviewing intermediate to advanced tax returns, supervising staff, reviewing workpapers and financial statements, researching technical accounting issues, managing client relationships, and ensuring timely completion and documentation using applicable tax software.

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 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 hands-on security engineer responsible for designing, implementing, hardening, automating, and optimizing enterprise security controls across cloud, identity, endpoint, network, email, and data protection. Builds and maintains security platforms (SIEM, SOAR, XDR/EDR), develops detection logic, automates workflows, supports incident response, and partners with cross-functional teams to raise security engineering maturity and reduce risk.

Lead project and portfolio management for AI initiatives, overseeing planning, execution, governance, risk management, reporting, and continuous improvement. Coordinate stakeholders and technical teams, apply Traditional and Agile SDLC, maintain PMO standards, supervise team members, and communicate status and recommendations to executives.

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.

Performs internal audit and Sarbanes-Oxley compliance engagements for public and private company clients. Develops audit documentation, tests financial and operational controls, identifies control weaknesses and process inefficiencies, and communicates findings. Supervises and mentors associates, reviews their work, and collaborates with advisory professionals and clients. The role requires working in the office or at client sites three days per week and traveling based on business needs.

Leads buy-side and sell-side transaction tax engagements, including tax due diligence, U.S. federal tax analysis, reporting, deal structuring advice, and risk resolution. Manages client engagements, teams, deadlines, and multiple projects while presenting findings to senior executives. Develops client relationships, identifies business opportunities, and advises middle-market companies and private equity investors on M&A tax matters.

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 delivery of AI advisory and implementation services: analyze client needs, develop solutions, prepare deliverables and presentations, maintain certifications, use technology for project work, and travel as required to support clients.

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.

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.

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.

Serve as a senior finance operator for private-equity-backed portfolio companies: execute accounting and finance workstreams, manage client relationships, support post-acquisition integration, improve financial reporting and close processes, prepare audit readiness materials, perform working capital and cash flow analysis, deliver client-ready analyses and schedules, and manage assigned workstreams to meet engagement timelines.

Provide US-outbound international tax and transfer pricing advice for US-headquartered multinationals. Manage engagements, prepare and review tax filings and disclosures (ASC 740, Forms 5471/8858/8865/1120-series, FATCA/FBAR), support audits, restructuring, repatriation, foreign tax credit optimization, and maintain tax basis and documentation. Coordinate with transfer pricing teams and prepare technical memoranda, elections, and global tax calculations.

Lead credit risk due diligence and field examinations for specialty lending clients. Supervise and mentor staff, act as subject-matter expert, manage engagement deliverables and budgets, support client development and proposals, ensure quality control, handle billing and realization, recommend internal process improvements, and travel as needed. Requires CPA and strong communication and client management skills.

Lead and manage multiple buy-side and sell-side financial due diligence engagements for private equity clients. Oversee analyses, review workpapers, manage timelines and quality control, present findings to stakeholders, exercise technical transaction judgment, and coach junior team members.

Manage and optimize employee benefits technology (primarily Employee Navigator). Train staff and clients, schedule and execute implementations, troubleshoot platform issues, configure sites for renewals and open enrollment, and provide ongoing product training and support.