Tax Manager | Private Equity

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 Nation
• Top Workplaces USA
• Top Workplaces - Financial Services Industry
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

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.

Essential Functions and Primary Duties

• In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills
• Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on-time delivery and on budget
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Understand the client's organization, procedures, and internal policies
• Reviewing complex tax returns including federal and multi-state tax returns
• Understanding your clients' goals and needs and servicing clients directly
• Owning client relationships and work
• Strategizing with Managing Directors regarding tax planning
• Provide clients' with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients
• Researching tax issues and providing guidance to clients
• Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff
• Foster a team environment; demonstrates support of management and decisions and build a positive culture

Preferred Qualifications

• Master's degree preferred in Accounting, Taxation or related field

Minimum Qualifications

• Bachelor's degree required
• 6 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

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