Tax Supervisor | Private Client Services

About the role

This position is within the Private Client Services (PCS) Tax Practice, which specializes in the taxation of gifts, trusts, estates, foundations, closely held entities, and individual returns.

Responsibilities

• Supervise all aspects of accounting, tax, or audit engagements for clients, including status updates to engagement managers, and adhere to all required quality control standards.
• Develop a thorough understanding of the client's business and contribute to the analysis and planning of client engagements.
• Adhere to engagement budget constraints, complete assigned tasks within requested timeframes, and explain variances as needed.
• Achieve charge hour goals.
• Review engagement team members' accounting, tax, or auditing work and provide constructive feedback.
• Supervise and guide team members on engagements, fostering a collaborative and productive work environment.
• Train and mentor engagement team members, supporting their technical and professional development.
• Assist in the client billing process with Managers, Directors, or Managing Directors.
• Identify an industry or area of specialization and develop skills, knowledge, and expertise in that area.
• Leverage industry knowledge and business acumen to blend cross-serve opportunities into client engagements.
• Participate in practice development activities, such as membership in qualified organizations capable of referring potential engagements.
• Execute administrative duties as assigned.
• Perform additional responsibilities as assigned.

Requirements

• Bachelor’s degree required; Master’s degree in Accounting, Taxation, or related field preferred.
• At least 3 years of experience in public accounting or a related field.
• 1 year of supervisory experience preferred.
• CPA candidates preferred.
• Ability to manage deadlines, work on multiple assignments, and prioritize tasks as necessary.
• Demonstrated ability to communicate verbally and in writing across all levels of an organization, both internally and externally.
• Proficient use of applicable technology.
• Must be able to travel based on client and business needs.

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 ways to accelerate 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 to grow, both personally and professionally. 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.