Jobs at CBIZ

Supervise audit engagements end-to-end, ensuring quality, timeliness, and budget adherence. Perform financial statement analysis, internal control assessments, GAAP/IFRS compliance, audit planning, risk assessment, workpaper review, and regulatory compliance. Use audit software and ERP systems and oversee team audit deliverables while developing industry expertise.

Lead technical accounting advisory engagements (ASC 606, ASC 842, business combinations, equity/debt, SEC reporting), manage client relationships and engagement deliverables, research complex accounting issues, mentor staff, implement technology and automation solutions, and support business development and thought leadership.

Lead technical and transactional accounting engagements, apply US GAAP (and IFRS as applicable), manage SEC and financial reporting, supervise and train staff, ensure high-quality deliverables, advise clients on process improvements, and support business development.

Serve as tax subject-matter expert and trusted advisor; manage client engagements, billing, and quality control; supervise, train, and mentor staff; participate in business development, client meetings, and proposals; ensure deadlines and engagement budgets are met.

Sell cloud ERP subscriptions and implementation/advisory services to new and existing clients. Drive pipeline through outbound prospecting and partner channels, qualify and manage complex deals, prepare proposals/SOWs, collaborate with pre-sales and delivery teams, maintain CRM hygiene, and meet ARR and professional services quotas.

Lead tax practice growth and client relationships, manage team performance and quality control, meet billing and business development goals, serve as technical subject matter expert, and support firm operations and strategy.

Sell employee benefits through consultative conversations to new and existing clients. Build and manage a qualified sales pipeline, document activity in company systems, present recommendations, close business, transition clients to service teams, and support cross-selling. Maintain client relationships, meet annual sales goals, obtain required licenses, and travel as needed.

Drive new business across the West Region focusing on middle-market and enterprise clients. Build relationships with C-suite and financial leaders, qualify opportunities, run targeted sales campaigns with Client Service and Marketing, execute an annual sales plan, use Salesforce for activity reporting, and meet monthly appointment and annual sales goals.

Drive new business across Southern California and the West by engaging C-suite and financial leaders, qualifying opportunities, executing industry-targeted sales campaigns with Client Service and Marketing, conducting 20 monthly sales appointments, using Salesforce for reporting, and meeting annual sales goals.

Prepare and review federal and state tax returns for partnerships, corporations, and individuals. Assist with tax compliance, IRS audits, notices, trust/gift/estate returns. Support client engagements end-to-end, build client relationships, maintain professional standards, and mentor junior staff while developing tax knowledge across industries.

Provide client services for global information reporting (FATCA, CRS): register entities for GIINs, prepare IRS forms, monitor client inboxes, solicit investor W-9/W-8/CRS forms, maintain contact trackers, attend trainings, and complete special projects.

Coordinate, edit, and produce proposals, RFP responses, and presentations. Manage RFP intake, schedules, compliance tracking, content collection, version control, and review cycles. Maintain content libraries, templates, and checklists. Proofread, format, and ensure brand consistency. Support meetings, deliverable tracking, and collaboration with sales, marketing, and solution teams. Use document and collaboration tools and travel as needed.

Lead and build a high-growth AI sales organization as a player-coach: manage Senior Account Executives, drive revenue and pipeline, support complex pursuits, enforce CRM and forecasting discipline, recruit and develop talent, and collaborate with marketing, alliances, and delivery teams to scale AI consulting and managed services.

Manage and grow client relationships through regular communication, issue resolution, account planning, renewals, and upsell opportunities. Coordinate internal teams, maintain CRM records, produce account reports, and provide strategic guidance and thought leadership to support retention and business growth.

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.

Lead marketing strategy and execution for AI Advisory & Transformation practice. Build full-funnel integrated campaigns across digital, content, events, email and partners; align with sales to drive pipeline. Oversee SEO/paid media, AI-driven search approaches, and AI integration into marketing workflows. Manage and mentor a marketing team, external partners, and measure campaign performance to optimize ROI.

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.

Provide level 1 remote NOC/service desk support for MSP clients: troubleshoot AD, O365, Windows, network connectivity, servers, workstations, mobile devices; log and escalate tickets; document cases and client procedures; participate in on-call rotation and occasional travel.

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.

Provide remote technical support to branches and remote users: diagnose and resolve video/phone/access/connectivity issues, handle password resets, follow knowledge base, document incidents, analyze trends, prioritize and escalate as needed.