CBIZ
Tax Senior Manager | Credit Funds (Co-Sourcing)
CBIZ, Boston, Massachusetts, us, 02298
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS214TC
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. 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 CertificationJoin our growing success story in New England! We are seeking candidates with Private Debt Fund/Private Credit Fund experience who are interested in providing co-sourcing/outsourcing services for Credit-Focused Alternative Asset Managers. Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects.Essential Functions and Primary Duties:Managing staff on assigned deliverables to achieve the completion of all aspects of the engagement, completing reviews as a member of the final review team to ensure quality control standards are met.Understanding the client's compliance and consulting needs and recognizing opportunities for the client and CBIZ.Sharing knowledge of industry trends, identifying client issues and conflicts, proactively communicating solution options to management and the team, performing analysis and planning of tax engagements.Assisting with client communication during engagements.Supervising, training and mentoring less experienced staff.Participating in new client development in partnership with senior management, contributing to client meetings as well as presentation and proposal development.Preferred Qualifications:Master's degree in Accounting, Taxation or related fieldQualifications Required:Bachelor's degree in finance, accounting or related field.5 years of experience working with GAAP, 5 years of experience auditing financial statements; and 5 years of experience performing public accounting.3 years supervisory experience.3 years managing other accountants.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 organization, both internally and externally.Proficient use of applicable technology.Must be able to travel based on business needs.The annual salary target for this job in this market is $120,000-$200,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more!REASONABLE ACCOMMODATIONIf you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability.EQUAL OPPORTUNITY EMPLOYERCBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law.
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Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS214TC
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. 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 CertificationJoin our growing success story in New England! We are seeking candidates with Private Debt Fund/Private Credit Fund experience who are interested in providing co-sourcing/outsourcing services for Credit-Focused Alternative Asset Managers. Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects.Essential Functions and Primary Duties:Managing staff on assigned deliverables to achieve the completion of all aspects of the engagement, completing reviews as a member of the final review team to ensure quality control standards are met.Understanding the client's compliance and consulting needs and recognizing opportunities for the client and CBIZ.Sharing knowledge of industry trends, identifying client issues and conflicts, proactively communicating solution options to management and the team, performing analysis and planning of tax engagements.Assisting with client communication during engagements.Supervising, training and mentoring less experienced staff.Participating in new client development in partnership with senior management, contributing to client meetings as well as presentation and proposal development.Preferred Qualifications:Master's degree in Accounting, Taxation or related fieldQualifications Required:Bachelor's degree in finance, accounting or related field.5 years of experience working with GAAP, 5 years of experience auditing financial statements; and 5 years of experience performing public accounting.3 years supervisory experience.3 years managing other accountants.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 organization, both internally and externally.Proficient use of applicable technology.Must be able to travel based on business needs.The annual salary target for this job in this market is $120,000-$200,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more!REASONABLE ACCOMMODATIONIf you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability.EQUAL OPPORTUNITY EMPLOYERCBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law.
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