Overview CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers insights and solutions to help clients grow. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs provides audit, review and attest services, while CBIZ offers business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C. Our High Net Worth practice is one of the largest in New England, servicing clients both locally and nationally. Our client base comprises multi-generation family clients employing sophisticated tax planning structures to minimize income, gift and estate taxes, along with charitable planning. Many HNW clients maintain their own multi-employee Family Office to manage family wealth and work with large investment advisory firms and estate and trust law firms, locally and nationally. Our goal is to develop strong relationships with clients as a trusted advisor. Essential Functions and Primary Duties Serve as client’s trusted advisor, demonstrate knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. Understand the client's organization, procedures and internal policies Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serves Manage and retain multiple client relationships, engagements and special projects Develop overall engagement budget Consistently meet charge hour goals Responsible for billing and realization on assigned clients; explain variances Supervise, train and mentor staff; listen and communicate effectively Foster a team environment; demonstrate support of management and decisions and build a positive culture Participate in practice development activities that lead to the generation of new business and opportunities for cross-serves Additional responsibilities as assigned Preferred Qualifications Master’s degree in Accounting, Taxation or related field Ability to work in the office and/or client location a minimum of 3 days per week Minimum Qualifications Required Bachelor’s degree 6 years of experience in public accounting or related field 3 years supervisory experience Must have active CPA or equivalent certification Ability to manage all aspects of client engagements 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 Proficient use of applicable technology In compliance with states that have an active pay transparency law The annual salary target for this job in this market is $120,000 - $160,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position. Outside of base compensation there are opportunities for commissions and/or annual bonuses (variable depending on firm and associate performance). The compensation above is not representative of an employee's total compensation. Beyond income, full-time team members 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, paid holidays, paid vacation, sick leave and much more. The application window is anticipated to close on or before 9/16/2026. #LI-DE1 #LI-Hybrid EEO / Accommodation 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 or sending an email to accom@cbiz.com. EQUAL OPPORTUNITY EMPLOYER CBIZ is an equal opportunity employer and reviews applications for employment without regard to 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. For more information about EEO rights, please visit Know Your Rights. Notice to Third-Party Agencies CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.

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