Tax Manager

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• 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 (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 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‑serve.
• 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 the opportunities for cross‑serves.
• Additional responsibilities as assigned.

• 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.

• Master’s degree in Accounting, Taxation or related field.

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.