Jobs at CBIZ

Senior market-facing role to develop and deepen relationships with private equity, venture capital, and technology companies in the NY Metro market. Lead enterprise-wide, cross-service pursuits, drive pipeline and revenue, coordinate multi-disciplinary CBIZ teams, and execute a regional growth strategy focused on portfolio penetration and long-term sponsor relationships.

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 the HCM Sales organization, managing Sales Directors and geographically dispersed sales teams. Develops sales strategies, drives revenue growth and market expansion, monitors pipeline and forecasts, builds sales leadership talent, and partners with executive, marketing, operations, and service teams. Oversees segment performance, operational effectiveness, financial results, resource planning, service quality, and long-term growth for human capital management solutions.

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.

Direct tax consulting and outsourcing engagements, expand existing client revenue, manage business planning and engagement teams, oversee quality control, and serve as a trusted client advisor. The role requires expertise in global information reporting regimes including FATCA, CRS, withholding requirements, tax returns, and tax form validation. Candidates need a bachelor’s degree, active CPA or equivalent certification, eight years of relevant experience, six years of supervisory experience, and availability for business travel.

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%.

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.

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.