Tax Manager

Job Overview

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• Demonstrates thorough technical knowledge of accounting and reporting standards in researching, completing, and reviewing technical areas.
• Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner.
• Reviews tax procedures, engagement work papers, and financial statements without supervision.
• Completes thorough review of tax work papers on a timely basis and assures audit evidence is in accordance with firm’s documentation standards.
• Addresses questions on advanced technical accounting matters from team members and upper‑level client management.
• Prepares advanced‑level tax returns and reviews intermediate to advanced‑level tax returns.
• Monitors that tasks are assigned and completed on a timely basis and reviews workflow.
• Oversees Seniors and Staff while coordinating the day‑to‑day duties of planning, tax work, and wrap‑up.
• Manages multiple assignments inside an engagement.
• Communicates with Partners on work status and client issues that arise.
• Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues.
• Contains advanced knowledge of applicable accounting software (e.g., CCH Axcess, Engagement, Go File Room , etc.).
• Leads small to medium‑sized engagements with finalized documents and reports requiring minimal change upon review.
• Performs top review of returns, work papers, and issues.
• 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.
• Supervises, trains, and mentors tax staff.
• Stays current on technical and industry developments and standards while evaluating potential impacts on client engagements.

• Master’s degree in Accounting, Taxation, or related field.
• Bachelor’s degree with a preference for study in Accounting or related field.
• 5+ years of relevant work and industry experience.
• Prior experience managing engagements and clients.
• Ability to work independently and collaboratively.
• Enrolled Agent designation.
• Strong technical and broad‑based advisory and client‑management skills.

• Bachelor’s degree.
• 6 years of experience in public accounting or a related field.
• 3 years of 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 at all levels of the organization.
• Must be able to travel based on client and business needs.
• Proficient use of applicable technology.

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.

Mid‑Senior level

Full‑time

Accounting/Auditing and Finance

Business Consulting and Services