Tax Manager

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

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

• Bachelor's degree
• 5 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 organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

#LI-SV2 #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.