Tax Manager | BES

CBIZ; Boca Raton (FL); Hybrid; USD 120,000 - 180,000; Full time

Job summary

CBIZ in Boca Raton, FL seeks an experienced CPA to lead client engagements, oversee staff and ensure quality and on-time delivery. The role focuses on managing multiple relationships, budgets, and cross-serves in a collaborative environment.

The ideal candidate has CPA certification, strong communication skills, and readiness to travel as needed. Hybrid work arrangement available within CBIZ CPAs network.

Qualifications

• Must have active CPA certification.
• Ability to manage all aspects of client engagements.
• Strong verbal and written communication across all levels.
• Willingness to travel based on client and business needs.
• Proficient use of applicable technology.

Responsibilities

• Serve as client's trusted advisor and identify issues; communicate solutions to client and team.
• Manage staff on engagement deliverables including financial statements, tax returns, and work papers.
• Develop engagement budgets and ensure on-time delivery and budget adherence.
• Supervise, mentor staff and foster a collaborative culture.
• Participate in business development and cross-serves opportunities.

Skills

CPA certification

Client engagement management

Communication skills

Travel willingness

Technology proficiency

Education

Bachelor's degree

Master's degree in Accounting/Taxation

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

• Bachelor's degree
• 5 years of experience in public accounting or related field3 years supervisory experience
• Must have active CPA or equivalent certificationAbility 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-CL1 #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.