CBIZ
Tax Senior Manager
CBIZ, Salt Lake City, Utah, United States, 84193
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:
Planning and managing multiple client engagements simultaneously
Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations
Understanding client goals and needs and servicing clients directly
Owning client relationships and work
Strategizing with Managing Directors regarding tax planning
Providing clients with recommendations and guidance on how to achieve their goals
Assisting 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
Preferred Qualifications:
At least 2-4 years of manager-level experience
Minimum Qualifications:
Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field
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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