Jobs at CBIZ

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.

Develops and executes territory sales strategies to win new clients and expand existing relationships. Identifies, qualifies, and reports on sales opportunities; coordinates sales campaigns with client service teams; and collaborates with leadership to assemble pursuit teams and manage client relationships. The role focuses on selling tangible and intangible asset valuation services across multiple industries.

Manages tangible asset valuation client engagements, including staff supervision, technical reviews, budgets, billing, quality control, client communication, business development, and delivery timelines. Serves as a trusted client advisor, develops relationships, mentors team members, and supports practice growth. Requires frequent travel, including overnight stays, of up to 70%.

Audit Interns support planning and execution of audit assignments across multiple industries, including real estate, construction, nonprofit, and manufacturing. Responsibilities include applying accounting and auditing principles, identifying audit issues, participating in assignments from start to finish, communicating with clients and internal teams, maintaining confidentiality, and supporting client relationships. The role requires strong analytical, research, communication, problem-solving, multitasking, project management, and technical skills.

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 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.

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.

Supports transfer pricing projects for multinational clients across planning, compliance, implementation, and controversy matters. Responsibilities include researching and analyzing financial, economic, and accounting data; reviewing U.S. GAAP financial statements; researching comparable companies; conducting client interviews; preparing transfer pricing deliverables; and assisting with practice development initiatives under senior supervision.

Supervises global information reporting tax services for financial institution clients, advising on FATCA, CRS, Chapter 3 withholding and reporting, and related regimes. Coordinates international compliance teams, manages client engagements, reviews tax reporting data and forms, supervises associates, supports technology requirements and testing, and delivers regulatory training. Requires at least three years of public accounting or related experience, with supervisory experience preferred.

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.

Provides hands-on accounting and finance advisory support to private equity-backed portfolio companies. Responsibilities include leading finance optimization workstreams, improving financial reporting and close processes, supporting post-acquisition integration, audit readiness, working capital and cash flow analysis, and preparing client-ready deliverables. The role manages assigned engagement responsibilities, communicates with CFOs, Controllers, and private equity stakeholders, identifies risks, and delivers work independently within structured oversight.

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.

Leads global information reporting tax advisory services for financial institutions, focusing on FATCA, CRS, Chapter 3 withholding, partnership reporting, tax planning, compliance, and audits. Manages multiple client engagements, develops relationships and new business, delivers technical training, and supervises and mentors tax professionals. Requires extensive public accounting or related experience, strong client service and leadership abilities, and expertise in international tax transparency and reporting regimes.

Plans and executes transfer pricing projects involving multinational clients, including planning, compliance documentation, financial and economic analyses, controversy support, client interviews, and review of U.S. GAAP statements. Conducts research using transfer pricing databases, applies statistical analysis, collaborates with tax specialists, supports practice development, and uses AI tools to deliver client work. The role requires managing multiple deadlines and traveling as business needs require.