Jobs at CBIZ

Serve as a subject-matter expert and trusted advisor managing private client tax engagements. Oversee preparation and review of tax returns, financial statements, and workpapers; supervise, train and mentor staff; develop client relationships and new business; manage engagement budgets, billing, and realization; recommend process improvements and ensure quality control. Participate in client meetings, proposals, and presentations. Maintain CPA credential and travel as needed.

Supervise private client tax engagements (gifts, trusts, estates, foundations, closely held entities). Oversee and review team work, mentor staff, manage budgets and charge-hour goals, assist billing, develop industry specialization, support practice development, and travel to client sites as needed.

Lead marketing strategy and execution for AI Advisory & Transformation practice. Build full-funnel integrated campaigns across digital, content, events, email and partners; align with sales to drive pipeline. Oversee SEO/paid media, AI-driven search approaches, and AI integration into marketing workflows. Manage and mentor a marketing team, external partners, and measure campaign performance to optimize ROI.

Support execution of marketing initiatives for an AI advisory practice: coordinate campaigns, update content and collateral, manage event logistics, track activities and reporting, maintain templates and files, and provide administrative and production support across marketing, business development, and practice teams.

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 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 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 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.

Lead national outsourced accounting strategy and growth by unifying regional practices, expanding technology-enabled advisory services, scaling teams and offshore resources, establishing standardized processes and KPIs aligned to CAS 2.0, and driving go-to-market, pricing, and talent strategies to achieve profitable, scalable client services.

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.

Lead buy- and sell-side M&A tax engagements including tax due diligence, federal tax interpretation, reporting findings, deal-structuring advice, engagement management, project review, client executive interfacing, and developing client relationships while managing multiple projects and mentoring team members.

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.

Provide client services for global information reporting (FATCA, CRS): register entities for GIINs, prepare IRS forms, monitor client inboxes, solicit investor W-9/W-8/CRS forms, maintain contact trackers, attend trainings, and complete special projects.

Coordinate, edit, and produce proposals, RFP responses, and presentations. Manage RFP intake, schedules, compliance tracking, content collection, version control, and review cycles. Maintain content libraries, templates, and checklists. Proofread, format, and ensure brand consistency. Support meetings, deliverable tracking, and collaboration with sales, marketing, and solution teams. Use document and collaboration tools and travel as needed.

Lead and build a high-growth AI sales organization as a player-coach: manage Senior Account Executives, drive revenue and pipeline, support complex pursuits, enforce CRM and forecasting discipline, recruit and develop talent, and collaborate with marketing, alliances, and delivery teams to scale AI consulting and managed services.

Manage and grow client relationships through regular communication, issue resolution, account planning, renewals, and upsell opportunities. Coordinate internal teams, maintain CRM records, produce account reports, and provide strategic guidance and thought leadership to support retention and business growth.

Sell AI advisory and transformation services by prospecting, building executive relationships, managing opportunities, and closing complex six- and seven-figure engagements. Position AI strategy, governance, Copilot, data optimization and collaborate with delivery teams to develop proposals, presentations, and executive business cases while meeting quotas and maintaining pipeline and forecasting.

Lead and manage multiple financial due diligence engagements for buy- and sell-side transactions, perform in-depth financial and business analysis, identify risks and valuation implications, oversee deliverables, liaise with clients and targets, and mentor engagement team members.

Provide remote technical support to branches and remote users: diagnose and resolve video/phone/access/connectivity issues, handle password resets, follow knowledge base, document incidents, analyze trends, prioritize and escalate as needed.