Tax Manager | Architecture, Engineering, Construction

CBIZ; Kansas City (MO); Hybrid; USD 95,000 - 135,000; Full time

Job summary

CBIZ, a leading professional services firm, seeks a Senior Manager to serve as trusted advisor to clients and manage engagement deliverables across accounting, tax, and advisory services. You will supervise staff, ensure quality control, and help grow client relationships through cross-serves and proposals.

The ideal candidate has a CPA or equivalent, a Master’s degree in accounting, and at least five years in public accounting with supervisory experience; willingness to travel is required.

Qualifications

• Master's degree or higher in accounting, taxation or related field is required.
• Active CPA or equivalent certification is required.
• Strong verbal and written communication across all organization levels.
• Ability to travel based on client and business needs.

Responsibilities

• Serve as client's trusted advisor and identify client issues and conflicts; proactively communicate solutions.
• Manage staff on engagement deliverables and complete technical reviews for quality control.
• Develop client relationships, meet cross-serves and participate in proposals and meetings.
• Develop engagement budgets and manage billing and realization.
• Supervise, train and mentor staff; foster a positive team culture.
• Participate in practice development and cross-sell opportunities.

Skills

Communication skills

Leadership

Client advisory

Budgeting

Education

Master's degree in Accounting, Taxation or related field

Bachelor's degree

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 teamManage 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 budgetDemonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.Understand the client's organization, procedures and internal policiesResponsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serveManage and retain multiple client relationships, engagements and special projectsDevelop overall engagement budgetConsistently meet charge hour goalsResponsible for billing and realization on assigned clients; explain variancesSupervise, train and mentor staff; listen and communicate effectivelyFoster a team environment; demonstrates support of management and decisions and build a positive cultureParticipate in practice development activities that lead to the generation of new business and the opportunities for cross-servesAdditional responsibilities as assigned

Preferred Qualifications

Master's degree in Accounting, Taxation or related field Minimum Qualifications RequiredBachelor'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.