CBIZ is a 9,500+ person professional services network spanning accounting, tax, advisory, benefits, insurance, and technology consulting across 23 markets. The company is adopting Sage and NetSuite while maintaining deep roots in legacy accounting tooling (CCH ProSystem, QuickBooks, Xero), signaling a shift toward cloud-based client delivery. Hiring velocity is decelerating despite 477 open roles—a pattern common among services firms managing utilization pressure; finance and sales dominate the department mix (240 and 84 roles), with notably sparse engineering (13 roles), consistent with a services-first rather than product-first operating model.
Tech Stack 109 technologies
What CBIZ Is Building
◆Challenges
- Billing and realization
- Expanding service lines to existing clients
- Cross-selling opportunities
- Streamlining advisory processes
- Standardizing advisory processes
- On time delivery
- Identifying tax-saving opportunities
- Acquiring new retirement plan clients
- Meeting charge hour goals
- New client development
▲Active Projects
- Go-to-market strategy for portfolio company audits
- New client development
- Implementing workflow automation solutions
- Sell-side transaction advisory engagements
- Implementation of new accounting standards
- Ai training and change management initiatives
- Roadmap development
- Data-driven insights & advisory enablement
- Business case development
- Sales campaigns
Hiring Activity
Department
Seniority
Notable leadership hires: Tax Director, Audit Director, Tax Managing Director, Regional Operations Director, Human Resources Director
