Tax Manager | Real Estate

CBIZ; Indianapolis (IN); On-site; USD 110,000 - 160,000; Full time

Job summary

CBIZ is seeking a seasoned accounting professional to lead client engagements for real estate clients in Indianapolis. You will manage budgets, oversee deliverables, and act as trusted advisor on industry trends.

The role requires strong communication, leadership, and client development skills. Ideal candidates hold a Bachelor's inAccounting or related field, with CPA certification preferred, plus 5 years in public accounting and 3 years in supervision.

Qualifications

• Bachelor's degree required; CPA preferred.
• 5 years of experience in public accounting or related field.
• 3 years of supervisory experience.
• Candidate must be able to travel as needed.
• Active CPA or equivalent certification required.

Responsibilities

• Serve as primary contact for real estate clients and manage engagements.
• Lead engagement reviews to ensure quality and on-time delivery.
• Develop budgets and monitor realization for assigned clients.
• Supervise, train, and mentor staff; mentor cross-service teams.
• Support practice development and new business opportunities.

Skills

Client relationship management

Communication skills

Leadership

Project management

Budgeting

Education

Bachelor's degree in Accounting or related field

Master's degree in Accounting, Taxation or related field

Tools

Accounting software

Microsoft Office

Job description

Essential Functions and Primary Duties

Serve as the primary point of contact for real estate clients, building and maintaining strong relationships while delivering high-quality client serviceServe 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-AE1 #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.