Teams at CBIZ

Lead and review tax engagements, prepare and review advanced tax returns, research complex technical accounting issues, supervise and mentor staff, manage client relationships, ensure documentation quality, and stay current on tax standards and software.

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.

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.