Tax Engagement Leader | Client Advisory & Growth

CBIZ; Town of Florida (NY); Hybrid; USD 110,000 - 170,000; Full time

Job summary

CBIZ in New York seeks an experienced CPA to lead client engagements, delivering high-quality financial statements, tax returns, and work papers. You will supervise staff, manage budgets, ensure on-time delivery, and develop opportunities through client meetings and proposals.

The role requires 5+ years in public accounting, active CPA, and strong communication skills. Travel is required as needed, with hybrid work options and a focus on client service.

Qualifications

• Bachelor's degree required.
• 5+ years of experience in public accounting or related field.
• 3 years supervisory experience.
• Active CPA or equivalent certification.
• Ability to manage all aspects of client engagements.
• Excellent verbal and written communication skills.
• Willingness to travel based on client and business needs.
• Proficient use of applicable technology.

Responsibilities

• Serve as client's trusted advisor and communicate solution options to client and team.
• Manage staff on engagement deliverables and ensure on-time delivery and budget.
• Demonstrate proficiency in handling client responsibilities and knowledge of industry trends.
• Understand client organization, procedures and internal policies.
• Develop engagement budget and monitor billings/realization.

Skills

Client relationship management

Leadership

Communication

Strategic thinking

Education

Bachelor's degree

Master's degree inAccounting/Taxation

CPA certification

Tools

Excel

Accounting software

Job description

CBIZ in New York seeks an experienced CPA to lead client engagements, delivering high-quality financial statements, tax returns, and work papers. You will supervise staff, manage budgets, ensure on-time delivery, and develop opportunities through client meetings and proposals.

The role requires 5+ years in public accounting, active CPA, and strong communication skills. Travel is required as needed, with hybrid work options and a focus on client service.