Tax Manager

CBIZ; United States; On-site; USD 80,000 - 100,000; Full time

Job summary

CBIZ is seeking a client manager responsible for overseeing client relationships, ensuring quality delivery of services, and managing staff. Candidates should possess a Bachelor’s degree, and a Master’s in Accounting or Taxation is preferred. Applicants must have at least 5 years of public accounting experience, along with supervisory capabilities and an active CPA certification. This role involves significant client interaction and the ability to communicate effectively across all levels within the organization.

Qualifications

• 5 years of experience in public accounting or a related field.
• 3 years of supervisory experience.
• Must have active CPA or equivalent certification.
• Ability to manage all aspects of client engagements.
• Must be able to travel based on client and business needs.

Responsibilities

• Serve as client’s trusted advisor and manage client relationships.
• Ensure quality control standards are met in engagement deliverables.
• Responsible for new client development and participation in client meetings.
• Supervise, train and mentor staff in a team environment.

Skills

Client engagement management

Supervisory skills

Communication skills

Technical proficiency

Problem-solving

Education

Master’s degree in Accounting or related field

Bachelor’s degree

Job description

Job Description

• 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 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