Jobs at CBIZ

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.

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.

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.

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.

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.

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.

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.

Perform buy-side and sell-side financial due diligence for private equity clients, including quality of earnings, working capital, cash flow and profitability analyses; develop client-ready deliverables; communicate findings to clients and internal teams; support transaction recommendations and mentor junior staff.

Manage and perform credit risk due diligence and financial transaction analysis for clients. Conduct fieldwork onsite and remotely, prepare and review consultant reports, lead engagements to completion, meet deadlines, and support business development while maintaining required certifications and licenses.

Lead tax engagements for multiple clients, manage staff and budgets, perform technical and strategic reviews, ensure timely delivery, support business development, and mentor team members while maintaining billing and quality standards.

Lead Global Information Reporting (GIR) services for private equity clients, advising on FATCA, CRS, Chapter 3 and withholding regimes. Manage client relationships, direct consulting/compliance engagements, guide audits, drive business development, deliver technical training, recruit and mentor staff, and contribute to internal practice management.

Serve as the primary client-facing resource for assigned employer/group benefits accounts, resolving moderately complex service issues, coordinating with carriers/vendors, managing enrollments, renewals and new client setups, inputting data into systems, escalating concerns, and driving client retention and cross-sell opportunities. May mentor junior service staff.

Plan, execute, and optimize integrated demand-generation and account-based marketing campaigns across the funnel. Build landing pages, forms, email, paid and social campaigns, enable sales with templates and reporting, manage customer journeys, and produce data-driven insights and dashboards to drive sales-ready leads.

Serve as a national Subject Matter Expert on partnership and LLC pass-through taxation, advising offices on complex tax issues, leading allocation modeling, shaping national policy, driving thought leadership, training, and expanding billable partnership/LLC practice. Travel to meetings and programs across the country as needed.

Lead SALT (state and local tax) compliance and consulting engagements for financial services clients. Provide technical guidance on multistate income/franchise, sales/use, nexus, apportionment, and income sourcing. Advise on tax treatment of financial products, intercompany transactions, fintech models, and complex entity structures. Conduct nexus and filing footprint analyses, support audit defense and controversy matters, monitor state tax developments, and help grow SALT offerings within the firm.

Lead US-outbound transfer pricing planning for multinational clients: design and review intercompany pricing policies, manage engagements, support local reporting and audits, analyze financial and economic data, review GAAP statements, and research comparable companies.

Serve as a hands-on finance operator for private equity-backed portfolio companies, executing complex accounting and finance workstreams, improving reporting and close processes, supporting audit readiness, and leading client deliverables while managing assigned teams and timelines.

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.

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.