Tax Manager I Private Client Services
About the role
Serve as a client’s trusted advisor, demonstrating knowledge of industry trends. Identify client issues and conflicts, and proactively communicate solution options to the client and team. Manage staff on engagement deliverables such as financial statements, tax returns, and work papers. Complete technical and strategic reviews as part of the final engagement review team to ensure quality control standards are met, ensuring on-time delivery and on-budget performance.
Demonstrate proficient technical skills for handling all client responsibilities, including staying current with industry trends and alternatives. Understand the client’s organization, procedures, and internal policies. Develop new client relationships in partnership with upper management, participating in client meetings, presentations, and proposal development while meeting individual cross-serve goals.
Manage and retain multiple client relationships, engagements, and special projects. Develop overall engagement budgets and consistently meet charge hour goals. Oversee billing and realization on assigned clients, explaining variances as needed. Supervise, train, and mentor staff while fostering effective communication and a positive team environment. Support management decisions and contribute to building a collaborative culture. Engage in practice development activities to generate new business and cross-serve opportunities. Additional responsibilities may be assigned as needed.
Requirements
- Bachelor’s degree
- 5 years of experience in public accounting or a related field
- 3 years of supervisory experience
- Active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing across all levels of an organization, both internally and externally
- Ability to travel based on client and business needs
- Proficient use of applicable technology
Preferred Qualifications
- Master’s degree in Accounting, Taxation, or a related field
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate challenges and discover new opportunities for growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be the employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities for personal and professional growth. Together, CBIZ and CBIZ CPAs are ranked among the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm offering 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.