Teams at CBIZ

Manage governmental financial statement, single, and compliance audits; lead engagement teams, ensure quality control, budgets, billing, and on-time delivery; develop client relationships; participate in business development; supervise, train and mentor staff; maintain regulatory and technical compliance.

Lead and grow a private equity tax practice: serve as primary client contact, develop tax strategies, ensure compliance and timely filings, review complex returns, manage and mentor a team, and support business development and risk management.

Lead and manage accounting advisory engagements advising C-suite and audit committees on complex U.S. GAAP and SEC reporting, transaction accounting, IPO readiness, M&A purchase accounting, and accounting transformations. Oversee engagement teams, develop staff, maintain executive client relationships, support business development, and ensure technical quality.