
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.
🕒 May 14
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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.
• Client Advisory & Engagement Management • Serve as a primary point of contact for assigned clients, managing day-to-day communications and acting as a trusted sales tax advisor. • Interpret and respond to client inquiries. • Proactively identify risks, issues, and opportunities; communicate recommendations clearly and professionally. • Lead onboarding for new clients, including review of sample data, expected outputs, and compliance timelines. • Advanced Data Review & Compliance Oversight • Perform and/or oversee detailed reviews of client sales data for completeness, accuracy, and conformity with jurisdictional requirements. • Review and validate state and local jurisdictional files produced by internal sales tax solutions, ensuring accuracy, completeness, and reconciliation to source data. • Perform high-level and detailed reconciliations of calculated tax, reported amounts, and payments. • Confirm filing accuracy prior to submission, including schedules, attachments, and required supporting documentation. • Technical Analysis & Problem Resolution • Investigate discrepancies, notices, and system exceptions, coordinate resolution with internal teams and clients. • Support audits and client inquiries by preparing documentation, explanations, and reconciliations. • Process Leadership, Controls & Governance • Ensure adherence to internal controls, review standards, data privacy, and documentation requirements. • Maintain and review audit-ready workpapers, checklists, and evidence of controls. • Lead updates to process documentation, runbooks, and standard operating procedures. • Identify control gaps, recurring issues, and automation opportunities, partner with technology teams on enhancements. • Team Leadership & Development • Support training efforts by sharing best practices, technical guidance, and process improvements. • Collaboration and continuous improvement • Prepare and review status reports, exception logs, and operational metrics for internal stakeholders and clients. • Drive continuous improvement initiatives to reduce errors, cycle time, and manual effort.
• Bachelor’s degree in relevant field • 3 years of relevant work experience • Achieve professional certifications relative to area of expertise, must have and preserve required licenses • Must possess analytical skills • Proficient use of applicable technology • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Must be able to travel based on client and business needs
Apply Now🕒 May 14
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🇺🇸 United States – Remote
💰 $113M Venture Round - Aiwyn on 2024-12
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Tax
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