Tax Manager| BES

RiseMe; Coral Gables (FL); Hybrid; USD 90,000 - 150,000; Full time

Job summary

CBIZ, Inc. is seeking qualified candidates inFlorida to support client engagements with senior-level oversight and strategic direction. The role emphasizes trusted advisory capabilities, budgeting, profitability, and cross-service development across multiple industries.

Responsibilities include managing engagement teams, ensuring on-time and on-budget delivery, billing realization, and high-quality technical reviews. Travel may be required to meet client needs and expand business opportunities.

Qualifications

• Bachelor’s degree required.
• 5 years of public accounting or related field experience.
• 3 years supervisory experience.
• Active CPA or equivalent certification required.
• Ability to manage all aspects of client engagements.
• Excellent 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 with industry knowledge; identify client issues and communicate solutions.
• Manage engagement staff and deliverables; ensure quality control, on-time delivery, and on-budget performance.
• Demonstrate proficient technical skills for handling client responsibilities and industry trends.
• Understand client organization, procedures and internal policies.
• Lead new client development in partnership with upper management; participate in meetings, presentations and proposals.
• Manage and retain multiple client relationships, engagements and special projects.
• Develop overall engagement budget and monitor charge hours.
• Oversee billing and realization on assigned clients; explain variances.
• Supervise, train and mentor staff; foster a collaborative culture.
• Participate in practice development activities and cross-serves.
• Additional responsibilities as assigned.

Skills

Client relationship management

Budget management

Staff supervision

Billing / realization

Communication

Education

Bachelor’s degree

CPA certification

Job description

#LI-SV2 #LI-Hybrid

Responsibilities

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

Qualifications

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

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 toaccelerate 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.