Jobs at CBIZ

Lead buy- and sell-side transaction advisory engagements providing financial due diligence for middle-market companies and private equity clients. Produce detailed analyses and reports (cash flows, earnings quality, working capital, liabilities), advise on valuation and deal structure, manage engagements and teams, train junior staff, and develop client relationships. Travel as needed.

Lead buy- and sell-side transaction advisory engagements delivering financial due diligence, complex analyses of cash flows, assets, earnings, working capital and risks; prepare reports and valuation/structuring recommendations; manage engagements and teams; train junior staff; develop client relationships; prepare and review databooks; present findings. Travel as required.

Lead and oversee nonprofit tax compliance and consulting for charities, foundations, and educational/health organizations. Review complex filings (Forms 990, 990-PF), advise on UBIT, executive compensation, and foundation rules, partner with audit/advisory teams, grow the exempt organizations practice, mentor staff, maintain client relationships, ensure quality control, meet business development and billing goals, and stay current on tax developments affecting exempt entities.

Serve as subject-matter expert and trusted advisor for private client tax engagements. Manage client relationships, develop new business, supervise and mentor staff, oversee engagement deliverables, perform technical and strategic reviews, ensure quality control, manage billing and budgets, and provide recommendations on procedures and client solutions.

Lead private client tax services, manage client relationships and staff, meet billing and business development targets, ensure quality control, and serve as a technical tax advisor while supporting practice growth and firm objectives.

Leads client-facing Acumatica ERP implementations, upgrades, optimizations, integrations, and transformation engagements. Gathers requirements, designs and configures ERP modules and workflows, facilitates testing and deployment, advises on business process improvements, and supports data migration and reporting. Builds executive client relationships, leads workstreams, mentors consultants, contributes to proposals and pre-sales activities, and identifies opportunities for additional services. Requires strong Acumatica expertise, ERP consulting experience, business process knowledge, and excellent communication skills.

Manage service delivery for assigned employer-group benefits clients, serving as the primary day-to-day contact. Resolve service issues, coordinate internal teams, support implementations, renewals, enrollments, and client meetings, maintain client and vendor relationships, communicate legislation and market trends, ensure procedures are followed, and identify additional coverage opportunities.

Leads AI business solutions by connecting Product Engineering, Business Transformation, and business stakeholders. Manages solution intake, prioritization, roadmaps, user acceptance testing, release validation, feedback analysis, and adoption initiatives. Evaluates AI capabilities, prompts, context engineering, and agentic solutions while guiding analysts and senior analysts. The role also facilitates stakeholder communication, training, usability reviews, and cross-functional delivery of AI applications aligned with business priorities.

Lead Sage 100 ERP implementations, upgrades, configuration, data migration, testing, training, go-live support, troubleshooting, and optimization. Advise clients on business-process improvements, customize accounting, inventory, manufacturing, and distribution modules, and provide solution roadmaps. Coordinate with technical teams, project managers, and vendors while supporting proposals and sales activities. The role requires client-facing communication, project management, documentation, occasional travel, and at least three years of related experience.

Manages credit risk due diligence and field examinations for specialty lending, securitization, asset-based lending, and related financial transactions. Supervises and develops staff, reviews engagement deliverables, ensures quality control, manages client relationships and budgets, supports business development, and advises clients on industry trends and solutions. Requires CPA certification, public accounting or related experience, supervisory experience, and travel based on client needs.

Advise clients on complex partnership taxation, entity structuring, ownership changes, M&A, restructurings, joint ventures, and strategic transactions. Develop and review partnership tax models, allocation analyses, basis computations, and technical memoranda. Research Subchapter K issues, identify planning opportunities, collaborate with advisors, manage client engagements, and mentor tax professionals.

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.

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.

Provides post-implementation support for Sage Intacct clients by troubleshooting application, configuration, process, reporting, and workflow issues. Builds client relationships, advises on best practices, supports system updates and testing, documents resolutions, and coordinates with consultants, implementation teams, development teams, and Sage support. Identifies recurring issues, creates knowledge resources, and recommends process improvements to enhance client satisfaction and system utilization.

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 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.

Design and lead end-to-end AI solution architectures, ensuring scalability, security, and compliance. Translate business and regulatory requirements into technical designs, evaluate tools/platforms, document architecture standards, coordinate technical teams, and support deployment and ongoing improvements.