Tax Senior Manager

CBIZ; Deerfield (IL); On-site; USD 80,000 - 120,000; Full time

Job summary

CBIZ is seeking a Tax Senior Manager in Deerfield, Illinois, responsible for managing complex tax engagements, advising clients, and supervising staff. The ideal candidate will have at least 8 years of experience in public accounting, 5 years of supervisory experience, and an active CPA certification. Successful candidates will demonstrate strong communication skills and the ability to manage client relationships effectively. This role offers opportunities for client development and team leadership.

Qualifications

• 8 years experience in public accounting or related field.
• 5 years supervisory experience.
• Must have active CPA or equivalent certification.

Responsibilities

• Manage complex tax engagements and advise clients on tax planning.
• Supervise, train, and mentor staff.
• Drive a team environment and contribute to business development.

Skills

Client management

Communication skills

Supervisory skills

Public accounting

Tax compliance

Education

Bachelor's degree

Tools

Accounting software

Job description

Essential Functions and Primary Duties

• The Tax Senior Manager is responsible for managing complex tax engagements, advising clients on tax planning and compliance matters, supervising and mentoring staff, and contributing to business development efforts.
• Regarded as a Subject Matter Expert within 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, is relied upon for 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.