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Rootberg Business Services NASDAQ: CBIZ www.cbiz.com Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

Rootberg Business Services NASDAQ: CBIZ Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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3 Entry-level job titles Staff accountant - accounting dept. Staff accountant - tax dept. Consultant - business technology group

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Page 1: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

Rootberg Business ServicesNASDAQ: CBIZ • www.cbiz.com

Anne-Marie Jen-Senior Tax ManagerAaron Golden-Audit Senior

Page 2: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Qualifications:• Bachelors or graduate degree in accounting

or MIS• Consistently high GPA• Relevant part-time work experience during

college career• Ability to work in an individual or team

setting• Strong communication skills

Page 3: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Entry-level job titles

• Staff accountant - accounting dept.

• Staff accountant - tax dept.

• Consultant - business technology group

Page 4: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Career Path - Accounting/Tax• Staff Accountant (0-2 years)• Semi-Senior (1-3 years)• Senior (2-4 years)• Supervisor (4-6 years)• Manager (6-8 years)• Senior Manager (8-10 years)• Vice Pres./Partner (10 or more years)

Page 5: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Accounting Staff Positions• Audits, compilations, reviews and other

attestation work• Business consulting• Business tax return preparation, research

and consulting (1120, 1120S, 1065, 990 and 5500’s)

• Individual tax preparation, research and consulting (1040, 1041 and 706’s)

Page 6: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Accounting Staff Member

IRS Relations

Audit*

Compilation*

Review* Retirement PlanCompliance

Attestation*

BusinessReporting Individual Tax Consulting

and Return Preparation

Business Tax Consultingand Return Preparation

Business Client

Litigation Support

Business and Management Consulting 1120, 1120S, 1065

Strategic TaxPlanning

1040 - Individual

1041 - Trust

EstatePlanning

Page 7: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Tax Staff Positions• All types of business and individual return

preparation• Tax research, planning and consulting• Consultants to Accounting Department on

complex and advanced tax issues

Page 8: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Tax Staff Member

1040 - Individual Return

1120S - Client’s Business

1065 - Client’s Real Estate

Tax & Estate Planning

5500 - Pension Plans

706 - Client’s Estate

1041 - Client’s Children’s Trust

Individual Client

Page 9: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Training/Continuing Education• National staff level training in Kansas City• Biweekly and monthly in-house seminars• Outside seminars• Nationwide leadership workshops• Graduate school

Page 10: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Performance Evaluation• Upward and downward reviews• Self-evaluations• Engagement reviews• Yearly progress/compensation reviews

Page 11: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Company Policies/Programs• Internships• Mentoring• Tuition reimbursement• Full-time business casual• Stock option plan/ 401k w/ matching• Positions nationwide w/ CBIZ

Page 12: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Rootberg Business ServicesNASDAQ: CBIZ • www.cbiz.com

Page 13: Rootberg Business Services NASDAQ: CBIZ  Anne-Marie Jen-Senior Tax Manager Aaron Golden-Audit Senior

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Come See Us at

On-Campus Recruiting

October 5, 2000