Tax Manager, Banking & Insurance Advisory

CBIZ; Boston (MA); On-site; USD 120,000 - 170,000; Full time

Job summary

CBIZ is seeking a Senior Tax Advisory professional to manage tax provision, compliance, and consulting engagements for banking and insurance clients. You will supervise staff, develop budgets, and lead client meetings to present solutions, while growing relationships and cross-serving opportunities.

The role requires CPA or equivalent, and several years in public accounting or related field. The position emphasizes leadership, industry knowledge, and delivering high-quality engagements within

Qualifications

• Bachelor’s degree in accounting or related field.
• Master’s degree preferred in accounting, taxation or related field.
• Active CPA or equivalent certification required; strong client advisory and leadership skills.

Responsibilities

• Lead/manage tax provision, compliance, and consulting engagements for banking and insurance clients.
• Supervise staff on engagement deliverables and conduct reviews for quality and on-time delivery.
• Develop engagement budgets and manage billing/realization; grow client relationships and cross-serves.

Skills

Banking tax knowledge

Client advisory

Staff mentoring

Education

Bachelor's degree

Master’s degree in Accounting/Taxation

CPA or equivalent certification

Job description

CBIZ is seeking a Senior Tax Advisory professional to manage tax provision, compliance, and consulting engagements for banking and insurance clients. You will supervise staff, develop budgets, and lead client meetings to present solutions, while growing relationships and cross-serving opportunities.

The role requires CPA or equivalent, and several years in public accounting or related field. The position emphasizes leadership, industry knowledge, and delivering high-quality engagements within