CBIZ
Jacob Heindel is a seasoned tax professional with extensive experience in tax compliance and advisory services. Currently serving as a Tax Supervisor at CBIZ since May 2025, Jacob previously held the position of Supervisor in Business Advisory Services at Citrin Cooperman from December 2023 to May 2025. Jacob's earlier experience includes various roles at MarksNelson LLC, where responsibilities advanced from Tax Intern in 2018 to Tax Supervisor by the end of 2023. Additional experience includes working as a Retail Branch Associate at CommunityAmerica Credit Union from January 2017 to January 2018. Jacob holds a Bachelor of Business Administration in Finance from Wichita State University, and additional degrees in Finance and Accounting from Kansas State University and the University of Missouri-Kansas City, respectively.
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CBIZ
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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.