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 clientsRegarded as a Subject Matter Expert within business unit and shares knowledgeMake recommendations on internal department proceduresRecognize business opportunities for our clients and for CBIZAssume significant client responsibility as client’s trusted advisor, is relied upon for 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, workpapers, etc.); complete technical and strategic reviews as a member of the final engagementreview team to ensure quality control standards are metResponsible for new client development in partnership with upper management; participate inclient meetings, presentation and proposal development and meet individual cross serve goalsResponsible for billing and realization on assigned clients; develop overall engagement budget, explain variancesUnderstand client’s Qualified Plan needs 9as applicable)Supervise, train and mentor staff; listen and communicate effectivelyWork to develop responsible, trained staff by conducting performance feedback and evaluationsDrive a team environment; demonstrate support of management decisions and builds a positive cultureAdditional responsibilities as assignedQualifications RequiredBachelor’s degree required8 years experience in public accounting or related field5 years supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on business needs#LI-AE1#LI-Hybrid

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