Tax Manager | Private Client Services

We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate etc. We need to parse the job description. Given text: "Job Description Essential Functions And Primary Duties Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and teamManage 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; ensure on time delivery and on budgetDemonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.Understand the client’s organization, procedures and internal policiesResponsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serveManage and retain multiple client relationships, engagements and special projectsDevelop overall engagement budgetConsistently meet charge hour goalsResponsible for billing and realization on assigned clients; explain variancesSupervise, train and mentor staff; listen and communicate effectivelyFoster a team environment; demonstrates support of management and decisions and build a positive cultureParticipate in practice development activities that lead to the generation of new business and the opportunities for cross-servesAdditional responsibilities as assigned Preferred Qualifications Master’s degree in Accounting, Taxation or related field Ability to work in the office and/or client location a minimum of 3 days per week Minimum Qualifications Bachelor’s degree 5 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 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 what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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." We need to extract sections: About the role (maybe from "Job Description Essential Functions And Primary Duties" and the list of duties). Responsibilities (maybe same as duties). Requirements (maybe Minimum Qualifications). Qualifications (Preferred Qualifications). Skills (maybe technical skills, communication, etc). Benefits, Pay, Schedule: we need to see if any mention. The posting includes "Ability to work in the office and/or client location a minimum of 3 days per week" which is schedule info. Also maybe "Must be able to travel based on client and business needs" is schedule/travel. No explicit pay or benefits. So we should not create Pay or Benefits sections unless explicitly stated. There's no mention of benefits or pay. So we omit those sections. We need to include sections only when there is real specific content. So we can have: - About the role (maybe from the "Job Description Essential Functions And Primary Duties" paragraph). Could be a prose paragraph summarizing role? But we must preserve all substantive information; we cannot summarize away detail. We need to keep the duties as list items. So we could have a section "Responsibilities" with

• each duty. Also maybe "About the role" could be a short paragraph from the "About Us" description? Actually "About Us" is about the company, not role. The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections to include. We have content for: - Responsibilities: the list of duties under "Essential Functions And Primary Duties". We'll output as
  • each. - Requirements: Minimum Qualifications (Bachelor’s degree, 5 years experience, 3 years supervisory, active CPA, ability to manage all aspects, communication ability, travel, proficient tech). We'll list as
    . - Qualifications: Preferred Qualifications (Master’s degree in Accounting, Taxation or related field; Ability to work in the office and/or client location a minimum of 3 days per week). We'll list as
    . - Skills: Could extract from duties: technical skills, communication, supervising, mentoring, budgeting, billing, etc. But we might combine with responsibilities. However we need to avoid thin sections. Perhaps we can include Skills as a separate section listing specific skills like "Proficient technical skills for handling all client responsibilities", "Knowledge of industry trends", "Ability to communicate verbally and in writing", "Ability to supervise, train and mentor staff", "Ability to develop engagement budget", "Ability to meet charge hour goals", "Ability to bill and realize", "Ability to foster team environment", etc. But we must preserve all substantive information; we can't invent. We can extract skill-like statements from the duties and qualifications. But we might decide to not create a Skills section if it would be thin or duplicate. However the instruction: "Prefer a few substantive sections over many thin ones." So we could combine skills into Responsibilities or Qualifications. But we have separate headings allowed; we need to decide. We have clear content for Responsibilities, Requirements (minimum qualifications), Qualifications (preferred). That's three substantive sections. Could also have About the role: maybe a short paragraph from the job description that describes the role generally: "Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team" etc. But that's essentially part of responsibilities. Might be redundant. We also have "About Us" which is company info, not role. The instruction says we can include About the role heading, but we don't have a specific "About the role" paragraph separate from duties. The "Job Description Essential Functions And Primary Duties" is basically responsibilities. So we could skip About the role. Schedule: we have "Ability to work in the office and/or client location a minimum of 3 days per week" and "Must be able to travel based on client and business needs". That's schedule/travel info. Could be placed under Schedule section. Since we have specific schedule info, we can create a Schedule section with those points. Benefits and Pay: none, so omit. Thus sections: Responsibilities, Requirements, Qualifications, Schedule. We need to use

    for each heading. Use

    • for lists. Use

      for prose. For schedule we could use

      as well. We must preserve all substantive information; not invent or summarize away detail. So we need to list each duty exactly as in the text, maybe split by semicolons? The original text is a run-on sentence with many duties separated by semicolons. We need to extract each duty as a list item, preserving the wording. Let's parse the duties segment: "Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and teamManage 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; ensure on time delivery and on budgetDemonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.Understand the client’s organization, procedures and internal policiesResponsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serveManage and retain multiple client relationships, engagements and special projectsDevelop overall engagement budgetConsistently meet charge hour goalsResponsible for billing and realization on assigned clients; explain variancesSupervise, train and mentor staff; listen and communicate effectivelyFoster a team environment; demonstrates support of management and decisions and build a positive cultureParticipate in practice development activities that lead to the generation of new business and the opportunities for cross-servesAdditional responsibilities as assigned" There are some missing spaces and weird concatenations. We need to separate duties sensibly. Let's try to split by semicolons (;) and also by periods where appropriate. Original text after "Job Description Essential Functions And Primary Duties": "Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and teamManage 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; ensure on time delivery and on budgetDemonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.Understand the client’s organization, procedures and internal policiesResponsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serveManage and retain multiple client relationships, engagements and special projectsDevelop overall engagement budgetConsistently meet charge hour goalsResponsible for billing and realization on assigned clients; explain variancesSupervise, train and mentor staff; listen and communicate effectivelyFoster a team environment; demonstrates support of management and decisions and build a positive cultureParticipate in practice development activities that lead to the generation of new business and the opportunities for cross-servesAdditional responsibilities as assigned" We need to insert spaces where missing: e.g., "teamManage" should be "team Manage". "budgetDemonstrate" -> "budget Demonstrate". "etc.Understand" -> "etc. Understand". "policiesResponsible" -> "policies Responsible". "serveManage" -> "serve Manage". "projectsDevelop" -> "projects Develop". "goalsResponsible" -> "goals Responsible". "variancesSupervise" -> "variances Supervise". "effectivelyFoster" -> "effectively Foster". "cultureParticipate" -> "culture Participate". "cross-servesAdditional" -> "cross-serves Additional". We'll produce list items by splitting at semicolons and also at some clear breaks. Let's attempt to enumerate duties: 1. Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts 2. Proactively communicate solution options to client and team 3. Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.) 4. Complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met 5. Ensure on time delivery and on budget 6. Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. 7. Understand the client’s organization, procedures and internal policies 8. Responsible for new client development in partnership with upper management 9. Participate in client meetings, presentations and proposal development and meet individual cross serve (maybe "cross serve" is typo for "cross-serves"? We'll keep as given) 10. Manage and retain multiple client relationships, engagements and special projects 11. Develop overall engagement budget 12. Consistently meet charge hour goals 13. Responsible for billing and realization on assigned clients; explain variances 14. Supervise, train and mentor staff; listen and communicate effectively 15. Foster a team environment;