CBIZ
Tax Senior Manager
CBIZ, Greenwich, Connecticut, us, 06831
Status Category:
Full-TimeExempt/Non-Exempt:
ExemptScheduled Hours Per Week:
40Job Code:
FS214TCMarcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.CBIZ has been 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 CertificationEssential Functions and Primary DutiesRegarded 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, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are metResponsible for new client development in partnership with upper management; participate in client 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 (as 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 assignedPreferred QualificationsAbility to work in the office and/or client location a minimum of 3 days per weekMinimum QualificationsBachelor'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
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Full-TimeExempt/Non-Exempt:
ExemptScheduled Hours Per Week:
40Job Code:
FS214TCMarcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.CBIZ has been 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 CertificationEssential Functions and Primary DutiesRegarded 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, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are metResponsible for new client development in partnership with upper management; participate in client 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 (as 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 assignedPreferred QualificationsAbility to work in the office and/or client location a minimum of 3 days per weekMinimum QualificationsBachelor'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
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