Qureos Mentor

CBIZ

<div>CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
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 is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.</div>
 <div>Minimum Qualifications Required
<ul><li>Bachelor&rsquo;s degree
</li><li>6 years of experience in public accounting or related field
</li><li>3 years supervisory experience
</li><li>Must have active CPA or equivalent certification
</li><li>Ability to manage all aspects of client engagements
</li><li>Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
</li><li>Must be able to travel based on client and business needs
</li><li>Proficient use of applicable technology</li></ul></div>
 <div>Tax Manager | Generalist
Essential Functions and Primary Duties 
<ul><li>Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.
</li><li>Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
</li><li>Reviews tax procedures, engagement workpapers and financial statements without supervision
</li><li>Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm&rsquo;s documentation standards
</li><li>Addresses questions on advanced technical accounting matters from team members and upper-level client management
</li><li>Prepares advanced level tax returns and reviews intermediate to advanced level tax returns
</li><li>Monitors that tasks are assigned and completed on a timely basis and reviews workflow
</li><li>Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up
</li><li>Manages multiple assignments inside an engagement
</li><li>Communicates with Partners on work status and client issues that arise
</li><li>Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues
</li><li>Contains advanced knowledge of applicable accounting software (e.g. CCH Axcess, Engagement, GoFileRoom, etc.)
</li><li>Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
</li><li>Performs top review of returns, workpapers, and issues
</li><li>Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel
</li><li>Supervises, trains and mentors tax staff
</li><li>Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements 
</li></ul>Preferred Qualifications 
<ul><li>Master&rsquo;s degree in Accounting, Taxation or related field
</li><li>Bachelor&rsquo;s degree with a preference of study in Accounting or related field
</li><li>5+ years of relevant work and industry experience
</li><li>Prior experience managing engagements and clients
</li><li>Ability to work independently, but also work well with others
</li><li>Strong technical and broad-based advisory and client management skills</li></ul></div>

Tax Manager

<div>CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
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 is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.</div>
 <div>Minimum Qualifications
<ul><li>College Degree or equivalent
</li><li>3 years related experience
</li><li>Ability to lead and coordinate the team activities of others
</li><li>Proficient use of applicable technology
</li><li>Ability to execute and draft technical instructions and guidelines
</li><li>Ability to document daily activities and system functions
</li><li>Able to work in a team environment
</li><li>Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
</li><li>Ability to travel as required by business and on-call availability</li></ul></div>
 <div>CBIZ is seeking a skilled Sr. Analyst to join our internal facing Assurance Transformation team. The ideal candidate will leverage deep analytical expertise and professional services knowledge to drive process improvements, implement digital solutions, and support strategic change initiatives within our assurance practice. You will collaborate with cross-functional teams to analyze business requirements, design effective solutions, and facilitate the successful adoption of assurance technologies across the firm. 
In this role, you&rsquo;ll be at the forefront of assurance innovation and digital transformation and have the opportunity to make a meaningful impact on our assurance practice by driving strategic change and implementing leading-edge technologies. Our culture fosters a collaborative, growth-oriented environment with a strong emphasis on professional development.
Essential Functions and Primary Duties
<ul><li>Partner with assurance professionals and IT teams to identify and implement opportunities to streamline and standardize assurance processes leveraging offshore resources, automation, process reengineering and advanced workflow technologies to enhance accuracy, efficiency, and scalability.
</li><li>Gather, document, and translate business needs into detailed functional and technical requirements that align with project objectives and enable scalable assurance transformation solutions.
</li><li>Develop comprehensive process maps, workflow diagrams, and business requirements documents that clearly outline current and future state processes.
</li><li>Facilitate design workshops, stakeholder interviews, and process walkthroughs to capture current-state and future-state workflows, gather feedback, and document recommendations for improvement.
</li><li>Collaborate with our Business Intelligence &amp; AI teams to implement advanced analytics, automation, and AI-driven solutions to empower assurance teams with actionable insights that enhance strategic decision making.
</li><li>Support project management activities, including timelines, resource planning, risk identification, and status reporting.
</li><li>Assist with change management efforts, including user training, documentation, and communication strategies.
</li><li>Monitor key performance indicators and adoption metrics to measure success and identify areas for continuous improvement.
</li><li>Evaluate and advise on new technologies, vendors and products and stay updated with industry trends.
</li></ul>Preferred Qualifications:
<ul><li>Bachelor&rsquo;s degree in Accounting, Business, Information Systems, or related field.
</li><li>3+ years&rsquo; experience in professional services and/or professional services technology transformation (public accounting firm experience strongly preferred).
</li><li>Strong understanding of audit principles and regulations, and how technology can enhance the audit process.
</li><li>Deep understanding of the AI landscape and hands-on experience implementing AI tools, managing change, and delivering measurable value.
</li><li>Excellent analytical, problem-solving, and documentation skills.
</li><li>Strong communication skills; ability to interact effectively with cross-functional stakeholders and senior leadership.
 </li><li>Detail-oriented, organized, and able to manage multiple competing priorities.
</li><li>CPA certification
</li></ul>Travel Requirements:
<ul><li>Less than 10% travel</li></ul></div>

Senior Analyst | Assurance Transformation

<div>CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
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 is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.</div>
 <div>Minimum Qualifications
<ul><li>Bachelor's degree required
</li><li>Internship experience in accounting or related field preferred
</li><li>Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
</li><li>Proficient use of applicable technology
</li><li>Must be able to travel based on client and business needs</li></ul></div>
 <div>Essential Functions and Primary Duties
<ul><li>Performance of preliminary valuation, forensic, and appraisal analyses, including the development of comparative adjusted financial statements and data input for expert witness exhibits
</li><li>Gain an understanding of accounting framework, tax law, and audit methodologies and their applicability to the litigation environment
</li><li>Develop knowledge of the relevant statutory and family codes and their applicability to accounting principles in the performance of forensic accounting
</li><li>Participate in client assignments from beginning to end
</li><li>Create forensic and economic models for the presentation of forensic conclusions
</li><li>Execute complex technological procedures within industry-standard accounting systems
</li><li>Identify and communicate case issues, findings, and improvement opportunities with senior associates, managers, and partners to resolve client issues discovered during engagements
</li><li>Work with the discovery team to inventory and reconcile documents and data produced in preparation for submission to courts, attorneys, and clients
</li><li>Assist in the preparation of exhibits and background information for expert witness testimony
</li><li>Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
</li></ul>Preferred Qualifications
<ul><li>Family law forensic accounting experience
</li><li>Master&rsquo;s degree in Accounting or related field preferred
</li><li>CPA eligible; desire to obtain certification is required
</li><li>Internship experience in accounting or related field preferred
</li><li>Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations
</li><li>Ability to multi-task, think independently and problem solve in a results driven team oriented environment
</li><li>Strong verbal and written communications skills</li></ul></div>

Forensic Accounting & Litigation Associate

Join CBIZ and explore 3   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

CBIZ

ABOUT_COMPANY

Tax Manager

Senior Analyst | Assurance Transformation

Forensic Accounting & Litigation Associate