Tax Senior Manager

CBIZ; Bellevue (WA); On-site; USD 130,000 - 170,000; Full time

Job summary

CBIZ in Bellevue, WA seeks a senior engagement lead with extensive public accounting experience to oversee client engagements, supervise staff, and ensure quality across reports and work papers. You will manage budgets, participate in client meetings, and drive new business opportunities while delivering value as a trusted advisor.

The role requires a CPA, 8 years in public accounting or related field, and strong communication skills; travel may be required to serve clients.

Qualifications

• Bachelor's degree required.
• 8 years experience in public accounting or related field.
• 5 years supervisory experience.
• Must have active CPA or equivalent certification.
• Ability to manage all aspects of client engagements.
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
• Demonstrated ability to communicate verbally and in writing across all levels.

Responsibilities

• Regarded as a Subject Matter Expert within the business unit and shares knowledge.
• Make recommendations on internal department procedures.
• Recognize business opportunities for our clients and for CBIZ.
• Assume significant client responsibility as client’s trusted advisor; rely on knowledge of industry trends; identify client issues and conflicts; communicate solution options.
• Manage staff on engagement deliverables; perform technical and strategic reviews to ensure quality control.
• Responsible for new client development; participate in client meetings, presentations, and proposals.
• Responsible for billing and realization on assigned clients; develop engagement budgets and explain variances.
• Understand client’s Qualified Plan needs (as applicable).
• Supervise, train and mentor staff; provide performance feedback and evaluations.
• Drive a team environment and support management decisions; build a positive culture.
• Additional responsibilities as assigned.

Skills

Attention to detail

Verbal and written communication

Client relationship management

Education

Bachelor's degree

CPA certification

8 years public accounting experience

Job description

Essential Functions and Primary Duties

• Regarded as a Subject Matter Expert within the business unit and shares knowledge
• Make recommendations on internal department procedures
• Recognize business opportunities for our clients and for CBIZ
• Assume significant client responsibility as client’s trusted advisor; rely on 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
• Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross‑serve goals
• Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
• Understand client’s Qualified Plan needs (as applicable)
• Supervise, train and mentor staff; listen and communicate effectively
• Work to develop responsible, trained staff by conducting performance feedback and evaluations
• Drive a team environment; demonstrate support of management decisions and build a positive culture
• Additional responsibilities as assigned

Minimum Qualifications

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on business needs