Jobs at CBIZ

Perform buy-side and sell-side financial due diligence for private equity clients, including quality of earnings, working capital, cash flow and profitability analyses; develop client-ready deliverables; communicate findings to clients and internal teams; support transaction recommendations and mentor junior staff.

Manage and perform credit risk due diligence and financial transaction analysis for clients. Conduct fieldwork onsite and remotely, prepare and review consultant reports, lead engagements to completion, meet deadlines, and support business development while maintaining required certifications and licenses.

Lead tax engagements for multiple clients, manage staff and budgets, perform technical and strategic reviews, ensure timely delivery, support business development, and mentor team members while maintaining billing and quality standards.

Lead Global Information Reporting (GIR) services for private equity clients, advising on FATCA, CRS, Chapter 3 and withholding regimes. Manage client relationships, direct consulting/compliance engagements, guide audits, drive business development, deliver technical training, recruit and mentor staff, and contribute to internal practice management.

Serve as the primary client-facing resource for assigned employer/group benefits accounts, resolving moderately complex service issues, coordinating with carriers/vendors, managing enrollments, renewals and new client setups, inputting data into systems, escalating concerns, and driving client retention and cross-sell opportunities. May mentor junior service staff.

Plan, execute, and optimize integrated demand-generation and account-based marketing campaigns across the funnel. Build landing pages, forms, email, paid and social campaigns, enable sales with templates and reporting, manage customer journeys, and produce data-driven insights and dashboards to drive sales-ready leads.

Serve as a national Subject Matter Expert on partnership and LLC pass-through taxation, advising offices on complex tax issues, leading allocation modeling, shaping national policy, driving thought leadership, training, and expanding billable partnership/LLC practice. Travel to meetings and programs across the country as needed.

Lead SALT (state and local tax) compliance and consulting engagements for financial services clients. Provide technical guidance on multistate income/franchise, sales/use, nexus, apportionment, and income sourcing. Advise on tax treatment of financial products, intercompany transactions, fintech models, and complex entity structures. Conduct nexus and filing footprint analyses, support audit defense and controversy matters, monitor state tax developments, and help grow SALT offerings within the firm.

Lead US-outbound transfer pricing planning for multinational clients: design and review intercompany pricing policies, manage engagements, support local reporting and audits, analyze financial and economic data, review GAAP statements, and research comparable companies.

Serve as a hands-on finance operator for private equity-backed portfolio companies, executing complex accounting and finance workstreams, improving reporting and close processes, supporting audit readiness, and leading client deliverables while managing assigned teams and timelines.

Manage and optimize employee benefits technology (primarily Employee Navigator). Train staff and clients, schedule and execute implementations, troubleshoot platform issues, configure sites for renewals and open enrollment, and provide ongoing product training and support.

Lead sales and use tax compliance engagements, advise clients, review and reconcile sales data and jurisdictional filings, resolve notices and system exceptions, maintain audit-ready controls and documentation, mentor junior staff, and drive process and automation improvements.

Provide first-level HR support for employees and Career Advisors, manage HRIS/payroll processes, oversee onboarding/offboarding, handle employee relations and investigations, administer performance cycles, coordinate projects, internships and engagement activities, analyze HR metrics, and leverage AI/automation to improve HR processes.

Lead credit risk due diligence and field examinations for specialty lending clients. Supervise and mentor staff, act as subject-matter expert, manage engagement deliverables and budgets, support client development and proposals, ensure quality control, handle billing and realization, recommend internal process improvements, and travel as needed. Requires CPA and strong communication and client management skills.

Lead SALT compliance and consulting engagements for financial services clients, advise on multistate tax issues (apportionment, sourcing, nexus), support audit defense and controversy, analyze filing footprints, monitor state tax developments, and grow the firms SALT practice within financial services.

Lead and manage multiple buy-side and sell-side financial due diligence engagements for private equity clients. Oversee analyses, review workpapers, manage timelines and quality control, present findings to stakeholders, exercise technical transaction judgment, and coach junior team members.

Lead Global Information Reporting (GIR) co-sourcing/outsourcing engagements for private equity clients: manage client relationships, expand revenue, oversee engagement teams, ensure quality control, drive business planning, and provide technical expertise in international withholding and reporting.

Serve as clients' trusted tax advisor, manage multiple engagements and staff, perform technical and strategic reviews, ensure on-time delivery and budgets, develop client relationships and business, supervise and mentor team members.

Lead and manage multiple financial due diligence engagements for buy- and sell-side M&A, perform in-depth financial and business analysis, advise on valuation, working capital, cash flow and transaction risks, mentor engagement teams, prioritize deliverables, and communicate findings to clients.

Provide US-outbound international tax and transfer pricing advice for US-headquartered multinationals. Manage engagements, prepare and review tax filings and disclosures (ASC 740, Forms 5471/8858/8865/1120-series, FATCA/FBAR), support audits, restructuring, repatriation, foreign tax credit optimization, and maintain tax basis and documentation. Coordinate with transfer pricing teams and prepare technical memoranda, elections, and global tax calculations.