Tax Senior Manager

With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.CBIZ is honored to be the recipient of several national recognitions for 2023:Best and Brightest Companies to Work for in the NationTop Workplaces USATop Workplaces – Financial Services IndustryBest and Brightest Companies in WellnessGreat Place to Work CertificationTogether, 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.Essential Functions and Primary DutiesThe Tax Senior Manager works closely with clients and staff on all phases of project and engagement management for multiple clients.Regarded as a Subject Matter Expert within the 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 the client’s trusted advisor, relied upon for knowledge of industry trends, identifying 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 and 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 build a positive culture.Additional responsibilities as assigned.Qualifications RequiredBachelor’s degree required.8 years experience in public accounting or related field.5 years supervisory experience.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 the organization, both internally and externally.Proficient use of applicable technology.Must be able to travel based on business needs.

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