Tax Manager

CBIZ; Kansas City (MO); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

401(k) plan

Job summary

CBIZ is seeking a seasoned CPA with strong public accounting background to serve as trusted advisor on client engagements. You will lead engagement delivery, supervise staff, and ensure quality control, while aligning with client goals and budgets.

Ideal candidates hold a CPA, have 5+ years in public accounting, and can travel as needed. You will collaborate with management on proposals, cross-sell services, and strengthen client relationships across diverse industries.

Qualifications

• Bachelor's degree in Accounting or related field plus CPA certification or equivalent.
• 5+ years in public accounting or related field.
• 3+ years supervisory experience.
• Ability to manage all aspects of client engagements and travel as needed.
• Strong verbal and written communication across all levels of the client organization.

Responsibilities

• Serve as client's trusted advisor and identify client issues.
• Proactively communicate solution options to client and team.
• Manage engagement deliverables and perform quality reviews to ensure on-time delivery and budget.
• Demonstrate proficient technical skills for client responsibilities and industry trends.
• Understand client's organization, procedures and internal policies.
• Participate in client meetings, presentations and proposal development.

Skills

Client relationship management

Staff supervision

Budget management

Communication skills

Billing and realization

Education

Bachelor's degree in Accounting

Master's degree in Accounting/Taxation

CPA certification

Job description

Essential Functions and Primary Duties

• 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 (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 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
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
• Manage and retain multiple client relationships, engagements and special projects
• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Preferred Qualifications

Master's degree in Accounting, Taxation or related field

Minimum Qualifications Required

Bachelor's degree 5 years of experience in public accounting or related field3 years supervisory experienceMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyMust be able to travel based on client and business needsProficient use of applicable technology #LI-HS1 #LI-Hybrid

ABOUT US

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. 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.