CBIZ, Inc.

As an Associate, you will provide compliance services related to international tax transparency and work closely with clients as if you were part of their in-house tax department. You will also assist in training and mentoring junior staff while maintaining high professional standards. | A Bachelor's degree is required, with a preference for a Master's degree in Accounting or Taxation. Candidates should have completed at least one busy season and possess strong communication and analytical 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. 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 an Associate 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 Provide compliance services to financial institutions regarding IRC Chapter 3 NRA withholding, IRC Chapter 4 FATCA & the OECD’s Common Reporting Standards Prepare and submit IRS 1042, FATCA and CRS returns Communicate with Client Investors to obtain, validate and maintain, valid IRS Forms W-8, W-9 and CRS Self-Certifications Assist with training and mentoring Client Services Specialists and interns Pledge to provide exceptional service to every client by providing individual attention, responsiveness, and commitment to understanding their goals and needs; and Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct. Additional responsibilities as assigned Preferred Qualifications Strong verbal and written communications skills Excellent interpersonal, analytical, research and tax project management skills Ability to multi-task, think independently and solve problems in a results-driven team-oriented environment Previous experience with Big 4, CPA firm, law firm or private equity firm in one or more of the following areas: W-8/9 form solicitation and validation, 1042, FATCA or CRS reporting Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBA CPA or equivalent certification such as EA, JD; desire to obtain certification required Minimum Qualifications Required Bachelor’s degree required; Master’s degree in Accounting, Taxation or related field preferred Must have completed at least one “Busy Season” 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 client and business needs The annual salary target for this job in this market is $75,000-$90,000. 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 8/19/2026 #LI-DE1 #LI-Remote

The Client Services Specialist will provide outstanding service to CBIZ private equity clients in Global Information Reporting and Co-sourcing. Responsibilities include preparing IRS forms, monitoring client communications, and maintaining detailed trackers of investor statuses. | A high school diploma or GED is required, along with at least 2 years of accounting work experience. Candidates should be able to work independently and as part of a team, and must maintain relevant licenses and certifications. | 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 looking for a Client Services Specialist to join our client services team providing outstanding service to CBIZ private equity clients in the area of Global Information Reporting and Co-sourcing (FATCA, CRS). Essential Functions and Primary Duties May prepare and complete IRS Forms SS-4 (Application for Employer Identification Number) Organizing and drafting IRS Forms 8832 (Entity Classification Election) Registering client entities on the IRS FATCA Registration System to obtain Global Intermediary Identification Numbers (GIINs) & the Cayman DITC Portal Monitoring co-sourcing client in-boxes Corresponding with clients’ investors to solicit Forms W-9, W-8, and CRS self-certifications Maintaining detailed trackers of contact with investors and their statuses Attending trainings and maintaining knowledge of FATCA, CRS, and related GIR topics Performing special projects as required and any other duties assigned Qualifications Preferred Bachelor’s degree Minimum Qualifications Required High School Diploma or GED required At least 2 years of accounting work experience Ability to work in a team environment as well as independently Must maintain current required licenses and certifications relevant to field of expertise Proficient use of applicable technology Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally The hourly rate for this job in this market is $20.00-$45.00/hr. 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 8/19/2026 #LI-Remote #LI-DE

As a Senior Associate, you will provide advisory services regarding FATCA, CRS, and Chapter 3 requirements while managing client relationships and engagement workflows. You will also supervise tax associates and contribute to internal technology development. | Candidates must have a Bachelor's degree and at least 2 years of experience in public accounting or a related field. Preferred qualifications include an advanced degree and CPA certification. | 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 when the conditions are safe. Essential Functions and Primary Duties As a Senior Associate 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 Provide advisory services to financial institutions regarding FATCA, CRS, Chapter 3 (1042 & 8804 reporting and withholding) and Withholding Foreign Partnerships Begin to perform detailed reviews of reporting data, tax form validations, notifications and other FATCA, CRS, and Chapter 3 requirements Coordinate domestic and international team members, both internal and external Build relationships with clients, and manage engagement workflows, while supervising tax associates and customer service specialists Contribute to internal technology development by assisting with the design, the drafting of business requirements and technology testing Participate in trainings and educate tax associates on the impacts of IR&W Additional responsibilities as assigned Preferred Qualifications Excellent presentation and communications skills Must be able to work in a team environment Preparation and review experience of 1042, 8804, FATCA & CRS returns, and tax form validation (W-8, W-9 or CRS Self-Certifications) Advanced degree such as Masters of Tax, JD, and/or LLM, accounting degree or MBA CPA or equivalent certification such as EA, JD; desire to obtain certification required Minimum Qualifications Required Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred 2 years of experience in public accounting or related field CPA candidates preferred 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 client and business needs The annual salary target for this job in this market is $84,000-$110,000. 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 8/19/2026 #LI-DE1 #LI-Remote

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