CBIZ
10,000+ employees
Founded 1996
🤝 B2B
💸 Finance
🏢 Enterprise
B2B • Finance • Enterprise
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
Senior Manager, Transaction Advisory Services
🕒 November 9, 2025
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CBIZ
10,000+ employees
Founded 1996
🤝 B2B
💸 Finance
🏢 Enterprise
B2B • Finance • Enterprise
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
📋 Description
• Proactively manage and oversee multiple financial due diligence engagements simultaneously • Serve as the face of the team with clients and advisors, leading client relationships with confidence and trust • Lead detailed review of team analyses and workpapers, while managing engagement timelines, workflows, and internal quality control processes • Exercise advanced technical and transaction judgement on complex, deal-specific issues • Lead presentation of key financial diligence findings, risks, and implications to clients and deal stakeholders • Develop and coach junior team members through clear direction, feedback, and guidance
🎯 Requirements
• Bachelor’s degree required • 7 years of experience in related field • 5 years supervisory • Must have and preserve required licenses • 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
🏖️ Benefits
• Market-leading compensation • Consistent track record of maximum bonus payout • Opportunities for personal and professional growth
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