Jobs at CBIZ

Lead and build a team to perform audits of private equity and venture capital portfolio companies. Manage client relationships, travel with audit teams as needed, collaborate with tax and advisory service lines, and ensure timely delivery. Apply deep knowledge of PE/VC investment lifecycles and leverage firm subject-matter experts and local resources.

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.

Manage month- and year-end close, prepare audit schedules and financial statements, handle AP/AR/payroll and general ledger maintenance, coordinate with auditors/tax, maintain client relationships, and recommend policy improvements.

Sell employee benefits services to new and existing clients through consultative selling; build and manage a qualified sales pipeline; document activity; close new business and transition clients to service teams; meet annual sales goals; provide market intelligence and support cross-selling initiatives.

Partner with Accounting & Tax business leaders to own budgeting, forecasting, management reporting, KPI dashboards, and financial modeling. Provide strategic financial guidance, drive decision-relevant reporting, surface risks and opportunities, and collaborate cross-functionally on pricing, M&A impacts, and divisional financial strategy.

Manage and execute audits for alternative investment funds (hedge, VC, PE), prepare financial statements and disclosures, review portfolio valuations and fair value, collaborate with clients and administrators, research accounting issues, and support implementation of reporting changes under supervision.

Lead and manage audit engagements for private equity portfolio companies, build client relationships, coordinate cross‑service collaboration, support new client development, ensure timely deliverables, and travel as needed to client sites.

Serve as trusted tax advisor for high-net-worth clients, manage engagements and staff, perform technical reviews, develop client relationships and business, oversee budgets, billing, and deliverables, and mentor team members.

Perform accounting, tax, and audit engagements, manage engagement status and budgets, meet charge-hour goals, review and train associates, assist with billing, develop specialty knowledge, and participate in practice development. Travel as needed.

Lead and manage audits for private equity portfolio companies, build client relationships, collaborate across audit, tax and advisory teams, drive new client development, supervise multiple engagements and teams, apply technical audit expertise and knowledge of private equity/venture capital lifecycles, and travel as needed to client locations.

Provide co-sourced tax services for private credit/debt funds, handling federal, state and foreign compliance, K-1s, notices, year-end estimates, engagement budgeting, staff supervision, client relationship management, and technical reviews to ensure timely, on-budget delivery.

Provide co-sourced tax services for global private equity funds: review federal, state and foreign returns and K-1s; prepare schedules; coordinate compliance and estimates; respond to notices; support operations; train associates; manage client relationships and projects.

Support and execute audits for alternative investment funds (hedge, VC, PE), perform audit testing, prepare financial statements and schedules, review portfolio valuations and fair value measurements, collaborate with clients and administrators, research technical accounting matters, and assist with implementing new reporting requirements under US GAAP and IFRS.

Perform and manage accounting, tax, and audit engagements for not-for-profit clients; meet engagement budgets and charge hour goals; review and mentor associates; assist billing and practice development; leverage industry knowledge and support client relationships. Adhere to quality control standards and complete administrative duties as assigned.

Lead tax co-sourcing engagements for private credit/private debt funds, managing tax compliance, returns, K-1 reviews, notices, client relationships, staffing, budgets, and mentoring staff while providing technical and strategic tax advice.

Perform and manage accounting, tax, and audit engagements; adhere to quality standards and budgets; review and mentor staff; communicate with clients; support billing and practice development; travel as needed.

Lead and coordinate SEC audit engagements, supervise and review staff work, evaluate financial statements and SEC filings, identify and mitigate engagement risks, maintain quality control, develop client relationships, provide on-the-job training, and travel to client sites as needed.

Support and perform audits for alternative investment funds (hedge, VC, private equity), prepare financial statements and schedules, review portfolio valuations and fair value measurements, collaborate with clients and administrators, research technical accounting issues, and assist with implementing new reporting requirements under supervision.

Lead design, governance, and administration of global compensation strategy and long-term incentive programs (RSUs, PSUs). Partner with Finance, Legal, and senior leaders on equity plan design, incentive structures, governance, financial modeling, and executive compensation disclosures. Manage compensation cycles, support M&A analysis, and lead a high-performing compensation team to align pay with performance and shareholder value.

Lead regional and industry-focused marketing initiatives, manage integrated campaigns across email, web, social, and paid channels, coordinate events and sponsorships, execute account-based marketing, track performance and ROI, manage stakeholder relationships and project delivery, and use tools like Asana, Salesforce, Pardot, Smartsheet, and Canva to support growth.