Job Description

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.     

CBIZ has been honored to be the recipient of several national recognitions:     

• 2022 Best and Brightest Companies to Work for in the Nation   
• 2023 Top Workplaces USA   
• 2022 America's Best Mid-Size Employers  
• 2022 Best and Brightest Companies in Wellness  
• 2022 Great Place to Work Certification  

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.    

Our two New England offices, located in Boston, MA and Providence, RI have more than 270 professionals. Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients. We are also proud of our strong company culture. In 2022, our offices were recognized by several local and national business journals as a Best Place to Work, including the Boston Globe, Boston’s Best and Brightest, Providence Business Journal, and Forbes.

We are seeking candidates with Private Equity experience who are interested in providing co-sourcing/outsourcing services for global Private Equity Funds. The opportunity will include working with CBIZ team members and client personnel virtually or at the client location when the conditions are safe.  Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects. We offer an opportunity to work on rewarding, high profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment.

Essential Functions and Primary Duties

•  Expand revenue of existing clients
•  Responsible for short-term and long-term business planning
•  Manager all aspects of the co-sourcing/outsourcing engagement
•  Serve as key client contact; viewed as a trusted business advisor by clients
•  Ensure quality control standards are met
•  Direct interaction with clients and management of engagement team
•  Drive a team environment; demonstrate support of management decisions and builds a positive culture
•  Additional responsibilities as assigned

Minimum Qualifications Required

•  Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
•  3 years of experience in public accounting or related field
•  1 year supervisory experience
•  CPA certification preferred
•  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 client and business needs

The annual salary target for this job in this market is $85,000-$130,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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