Tax Manager | Private Credit Fund Outsourcing

Essential Functions And Primary Duties

• Serve as client’s trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives.
• Identify client issues and conflicts; proactively communicate solution options to client and team
• Review of all federal and state tax returns and K-1s and related filings
• Review and respond to federal and state notices received
• Aid in gathering data and reviewing schedules to be used in preparing tax returns
• Cook up tax compliance processes with clients’ functional teams and clients’ external service providers
• Prepare year end estimates
• 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; ensure on time delivery and on budget
• Understand the client’s organization, procedures and internal policies
• Manage and retain multiple client relationships, engagements and special projects
• Responsible for billing and realization on assigned clients
• Able and willing to work with client personnel at client location, as needed
• Absorb and assist with developing engagement budgets, billing and ensuring desired realization on assigned clients
• Identify need for staffing resources and manage scheduling process for staff
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and builds a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves

Preferred Qualifications

• Master’s degree in accounting, Finance or related field
• Minimum 5 years of experience in public accounting or related field
• Minimum 3 years supervisory experience
• Must have active CPA or equivalent certification
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Ability to manage all aspects of client engagements
• 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.