Essential Functions and Primary DutiesProvide service delivery to an assigned block of more *complex clientsResolve the most complex customer service problems directlyAct as an outward-facing, dedicated resource for assigned accounts, typically with direct client contact (not call center) on assigned accountsBuild relationships with employer/group clients (not individual members) and serve as the primary point of contact for overall and day-to-da...
Essential Functions and Primary DutiesExpand revenue of existing clientsResponsible for short-term and long-term business planning. identify business opportunities for CBIZ in addition to their individual practiceManager practice effectively meeting billing, realization, days outstanding and individual charge hour objectivesMay be required to meet business development revenue expectations by adding new clients, cross serve activity and fully exec...
Job Description. LI-Hybrid. Responsibilities. Essential Functions & Primary Duties. Evaluate the adequacy and effectiveness of internal controls. Develop and execute annual IT audit plans and documenting and testing IT processes for Sarbanes-Oxley compliance. Recognize any internal control weaknesses and lack of compliance with internal procedures and policies, which may result in inadequate, inefficient, or ineffective operations. Assistance in ...
Job Description. Tax Manager. 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 ...
Job Description. Essential Functions And Primary Duties. Regarded as a Subject Matter Expert within business unit and shares knowledge. Make recommendations on internal department procedures. Recognize business opportunities for our clients and for CBIZ. Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts. proactively communicate solution optio...
Job Description. LI-Hybrid. Responsibilities. Essential Functions & Primary Duties. Evaluate the adequacy and effectiveness of internal controls. Develop and execute annual IT audit plans and documenting and testing IT processes for Sarbanes-Oxley compliance. Recognize any internal control weaknesses and lack of compliance with internal procedures and policies, which may result in inadequate, inefficient, or ineffective operations. Assistance in ...
Job Description. Tax Manager. 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 ...
Job Description. Essential Functions And Primary Duties. Regarded as a Subject Matter Expert within business unit and shares knowledge. Make recommendations on internal department procedures. Recognize business opportunities for our clients and for CBIZ. Assume significant client responsibility as client's trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts. proactively communicate solution optio...
Job Description. Tax Associate | Summer 2026. Essential Functions & Primary Duties. Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries. Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals. Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gi...
Essential Functions and Primary DutiesPerform general office duties such as ordering supplies, maintaining records management systems, and performing basic bookkeeping workPrepare various documents which may include invoices, reports, memos, letters, responses to correspondence, surveys, spreadsheets and presentationsRead and analyze incoming memos, submissions, mail and reports to determine significance. plan distributionPerform project workOver...
Job Description. Tax Associate | Summer 2026. Essential Functions & Primary Duties. Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries. Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals. Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gi...
Essential Functions and Primary DutiesPerform general office duties such as ordering supplies, maintaining records management systems, and performing basic bookkeeping workPrepare various documents which may include invoices, reports, memos, letters, responses to correspondence, surveys, spreadsheets and presentationsRead and analyze incoming memos, submissions, mail and reports to determine significance. plan distributionPerform project workOver...
