Tax Senior Manager Private Client Services

5 days ago Be among the first 25 applicants

• Regarded as a Subject Matter Expert within business unit and shares knowledge
• Make recommendations on internal department procedures
• Recognize business opportunities for our clients and for CBIZ
• Assume significant client responsibility as client's trusted advisor, relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage staff on engagement deliverables (such as 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
• Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
• Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
• Understand client's Qualified Plan needs (as applicable)
• Supervise, train and mentor staff; listen and communicate effectively
• Work to develop responsible, trained staff by conducting performance feedback and evaluations
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

• Prior experience managing engagements and clients
• Relevant work and industry experience within Private Client Services
• Ability to work independently, but also work well with others
• Strong technical and broad-based advisory and client management skills
• Formal mentoring relationships with all levels of staff
• Master’s degree in accounting or taxation
• Licensed CPA and/or EA
• Become a leader in a tax niche

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years supervisory
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs

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.

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales
• Industries:
  Business Consulting and Services