Tax Senior Manager
Job in
Phoenix, Maricopa County, Arizona, 85002, USA
Listed on 2026-01-09
Listing for:
CBIZ, Inc.
Full Time
position Listed on 2026-01-09
Job specializations:
-
Management
Job Description & How to Apply Below
Essential Functions and Primary Duties
* 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, is 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
Preferred Qualifications
* Master's degree in Accounting, Taxation or related field
Minimum Qualifications
* 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
Position Requirements
10+ Years
work experience
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