Tax Senior Manager

CBIZ; Denver (CO); On-site; USD 80,000 - 120,000; Full time

Job summary

CBIZ is seeking a seasoned professional in Denver, Colorado, with extensive experience in public accounting. The role involves client engagement management, team leadership, and ensuring quality control standards are met on deliverables.

Ideal candidates will possess a Bachelor's degree, CPA certification, and a proven track record with over 8 years of experience. Responsibilities include advising clients, managing staff, and conducting performance evaluations, all while fostering a positive team environment.

Qualifications

• 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.

Responsibilities

• Advise clients as a trusted advisor on industry trends and issues.
• Manage staff and oversee engagement deliverables.
• Participate in new client development and proposal creation.
• Conduct performance feedback and evaluations for staff.

Skills

Subject Matter Expert

Client Engagement Management

Communication Skills

Team Leadership

Financial Statement Preparation

Education

Bachelor's degree

Job description

Essential Functions And Primary Duties

• Regarded as a Subject Matter Expert within business unit and shares knowledge
• Make recommendations on internal department procedures
• Recognize business opportunities for clients and CBIZ
• Assume significant client responsibility as client’s trusted advisor, 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 (e.g., financial statements, tax returns, work papers); 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 and 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