
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.
🕒 April 28
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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.
• Performance of preliminary valuation, forensic, and appraisal analyses, including development of comparative adjusted financial statements and data input for expert witness exhibits. • Knowledgeable of the relevant statutory and family codes and their applicability to accounting principles in performance of forensic accounting. • Participate in client assignments from beginning to end. • Create forensic and economics models for presentation of forensic standard accounting system. • Identify and communicate case issues, finding, and improvement opportunities with managers and partners to resolve client issues discovered during engagements. • Work with discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys and clients • Assist in preparation of exhibits and background information for expert witness testimony • Maintain and comply with highest degree of professional standards, client confidentiality and personal conduct. • They will participate in training and developing staff and building a team-centered client service team; monitor client issues related to compliance services and monitor engagement status and profitability as well as attending to clients expectation
• Bachelor's degree required • 8 years of 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
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