CBIZ, Inc.

Manage multiple engagement teams and coordinate with clients throughout the transaction process, overseeing deliverables and presenting findings. Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. | A minimum of 7 years of experience in a related field is required, including 5 years of supervisory experience. Candidates should possess a CPA, a Master's degree in accounting or an MBA, and have experience in transaction advisory services. | CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Responsibilities Manage multiple engagement teams and coordinate with clients throughout the transaction process including oversight of deliverables and delivering findings to clients. Provide technical and advisory financial and accounting due diligence services to private equity clients and companies. Perform complex analyses, including analysis of cash flows, quality of assets and earnings, operating and profitability trends, working capital and identification of potential liabilities and risks. Responsible for engagement execution, including preparing deliverables and presenting key financial due diligence findings and concepts. Play an integral role in developing relationships with current and prospective clients, identify market opportunities and articulate our value proposition. Preferred Qualifications CPA and knowledge of U.S. Generally Accepted Accounting Principles (GAAP) Master’s degree in accounting or MBA (with an accounting undergraduate degree) A preferred minimum of 3-5 years of financial audit experience (preferably with a top ten public accounting firm), investment banking, financial due diligence, corporate finance, financial consulting or other M&A experience A minimum of 3-5 years of experience in the transaction advisory services practice of a top ten national accounting firm and a minimum of 1 year in the role of Senior Manager within that practice. Team player with exceptional verbal and written communication skills Advanced MS Excel skills and strong working knowledge of other MS Office applications Self-motivated and demonstrated ability to learn and succeed in a fast-paced and unconventional work environment are essential Possess an uncommon drive and entrepreneurial spirit Minimum Qualifications Bachelor’s degree required 7 years experience in related field 5 years supervisory experience Must have and preserve required licenses Must be able to work in a team environment Presentation skills mandatory Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Must be able to travel based on client and business needs In compliance with states that have an active pay transparency law, the total compensation target for this job in this market is $140,000-$185,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. The application window is anticipated to close on or before October 31, 2025. We do encourage that you apply to this position as soon as possible. #LI-DNI

As a Senior Manager, you will provide tax co-sourcing/outsourcing services to global Private Equity Funds and serve as a trusted advisor to clients. You will manage staff, ensure quality control, and recognize business opportunities for clients and CBIZ. | Candidates must have a Bachelor's degree, 8 years of experience in public accounting, and 5 years of supervisory experience. An active CPA or equivalent certification is required, along with expertise in 1099 and 1042 requirements. | CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. We are seeking candidates with Global Information Reporting (GIR) experience who are interested in joining a fast-growing team providing tax co-sourcing/outsourcing services to global Private Equity Funds. Team members are responsible for consulting with the client as if they were their in-house tax department. The opportunity will include working with CBIZ team members, as well as client personnel, virtually and/or at the client location. Essential Functions and Primary Duties As a Senior Manager within the Global Information Reporting Services practice you will be part of a diverse team abound with the opportunity to grow into a financial industry leader in international tax transparency, transforming Private Equity processes Serve as a tax specialty Subject Matter Expert sharing knowledge with clients, team and CBIZ non-GIR colleagues Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1099, 1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships Assume significant client responsibility; serve as client’s trusted advisor, identify conflicts to proactively resolve, primary responsibility for billing, realization & budget Manage staff on engagement deliverables (such as tax returns, work papers, etc.); complete technical and strategic reviews to ensure quality control standards are met Supervise, train and mentor staff; listen and communicate effectively, develop responsible, trained staff via performance feedback and evaluations Drive a team environment; participate in management decisions and make recommendations on internal department procedures to maintain a positive culture Recognize business opportunities for our clients and for CBIZ in partnership with upper management; participate in client meetings, network, propose solutions and meet individual cross serve goals Additional responsibilities as assigned Preferred Qualifications 7+ years of experience in 1099 and 1042 requirements; income derived, annual compliance and related source data 7+ years of experience in AEOI FATCA & CRS requirements; entity classifications, reportable account holder analysis and required documentation Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBA Excellent presentation, analytical and communications skills Demonstrated success in business development Qualifications Required Bachelor’s degree required 8 years experience in public accounting or related field 5 years supervisory Must have active CPA or equivalent certification Ability to manage all aspects of client engagements Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Proficient use of applicable technology Must be able to travel based on business needs In compliance with states that have an active pay transparency law The annual salary target for this job in this market is $140,000 - $210,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position. Outside of base compensation there are opportunities for – Commissions and/or Annual Bonuses (variable depending on firm and associate performance). The compensation above is not representative of an employee’s total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more. The application window is anticipated to close on or before 8/5/2026 #LI-DE1 #LI-Remote

Manage client engagements including financial statements and tax returns, supervise staff, develop budgets, and participate in new client development. | Bachelor’s degree required, Master’s preferred in Accounting or Taxation, CPA certification, 5 years public accounting experience, 3 years supervisory experience, and ability to travel. | CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. Essential Functions and Primary Duties Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. Understand the client’s organization, procedures and internal policies Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve Manage and retain multiple client relationships, engagements and special projects Develop overall engagement budget Consistently meet charge hour goals Responsible for billing and realization on assigned clients; explain variances Supervise, train and mentor staff; listen and communicate effectively Foster a team environment; demonstrates support of management and decisions and build a positive culture Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves Additional responsibilities as assigned Preferred Qualifications Master’s degree in accounting, Taxation or related field Minimum Qualifications Required Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field 5 years of experience in public accounting or related field 3 years supervisory experience Must have active CPA or equivalent certification Ability to manage all aspects of client engagements Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Must be able to travel based on client and business needs Proficient use of applicable technology The annual salary target for this job in this market is $130,000-$165,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more. #LI-CL1 #LI-Hybrid

Provide service delivery and client relationship management for personal insurance clients, including data input, client meetings, and issue escalation. | High school diploma, 3-5 years insurance customer service experience, valid Property & Casualty license, strong communication and customer service skills. | CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Essential Functions and Primary Duties Provide service delivery to an assigned block of Personal Insurance clients Resolve moderately *complex customer service problems directly Act as an outward-facing, dedicated resource for assigned accounts, with direct client contact on assigned accounts Build relationships with clients and serve as the primary point of contact for overall and day-to-day service delivery Represent client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs Escalate client concerns when appropriate Assist client services management in conducting client meetings as needed Inputs data into appropriate software for vendors/carriers/clients within required timeframe Participate with new client set-up, renewals, and meetings Establish and preserve a solid business rapport with clients and vendors Discuss with clients applicable legislation and market trends Ensure that all internal controls and procedures are followed Generate client interest in additional lines of coverage Additional responsibilities as assigned May provide guidance and direction to less experienced client service staff *Complexity is based on the degree of uncertainty, financial risk, technical requirements, urgency and volume or size. Preferred Qualifications Bachelor's degree Valid Property & Casualty license Minimum Qualifications High School Diploma or GED required 3 to 5 years customer service experience in the insurance industry required Must maintain current required licenses and certifications relevant to field of expertise Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally Effective customer service skills Proficient use of applicable technology Ability to work in team environment as well as independently Must be able to travel based on client and business needs The annual salary target for this job in this market is $55,000.00 – $65,000.00. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. The application window is anticipated to close on or before 10/31/2025. #LI-KW1 #LI-Remote