Jobs at CBIZ

Provide general administrative support including document preparation, filing, correspondence screening, meeting and travel arrangements, office supply management, basic bookkeeping, greeting visitors, and ad-hoc project work.

Provides administrative and office support by preparing documents, reports, correspondence, spreadsheets, and presentations; managing files and records; greeting visitors; ordering supplies; performing basic bookkeeping; coordinating meetings; and arranging executive travel. The role also involves reviewing incoming communications, supporting projects, and communicating effectively with internal and external stakeholders.

Supports tax assignments across multiple industries by preparing and reviewing federal and state returns for businesses and individuals. Assists with tax compliance, IRS audits, notices, trust returns, and gift and estate returns. Builds client relationships, participates in assignments from start to finish, protects confidential information, and maintains professional standards.

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.

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 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.

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.

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.

Prepare and organize IRS entity and tax forms, register client entities with FATCA and Cayman DITC systems, monitor client inboxes, solicit investor tax documentation, maintain investor-status trackers, and stay current on FATCA, CRS, and related reporting requirements. The role also involves client correspondence, training participation, special projects, and independent and team-based work.

Provide Level 1 IT support: troubleshoot O365, AD, Windows, Azure, networking, VPN, and hardware issues; log and escalate tickets, maintain documentation, and deliver professional customer service.

Manage day-to-day services for assigned client accounts, providing UKG product support, troubleshooting, system navigation assistance, and timely issue resolution. Maintain client satisfaction, coordinate meetings, collaborate on escalations, identify system improvements, conduct system audits, and preserve data integrity and compliance. The role requires HR systems knowledge, communication skills, and payroll or HCM experience.

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 complex accounting and finance workstreams for private equity-backed portfolio companies. Responsibilities include financial reporting and close process improvement, audit readiness, post-acquisition integration, working capital and cash flow analysis, client-ready financial deliverables, engagement coordination, risk identification, and communication with Controllers, CFOs, management teams, and private equity representatives.

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.

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.