Tax Senior Manager

CBIZ; Mayfield (OH); Hybrid; USD 110,000 - 160,000; Full time

Job summary

CBIZ, Inc. is seeking a Senior Engagement professional in Ohio to act as a trusted advisor on client engagements, supervise staff, and manage billing and budgets. The role emphasizes accounting, tax, advisory services and strong client development in a hybrid work environment.

The candidate should have a Bachelor's degree, CPA certification, and 8+ years in public accounting with 5+ years in supervision, plus the ability to communicate effectively at all organization levels.

Qualifications

• Bachelor's degree required.
• 8 years experience in public accounting or related field.
• 5 years supervisory.
• 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.

Responsibilities

• Serve as a Subject Matter Expert within the business unit and share knowledge.
• Lead engagements and supervise staff on deliverables (financial statements, tax returns, work papers).
• Act as trusted advisor to clients with knowledge of industry trends and solutions.
• Lead client meetings, presentations, and proposals; contribute to client development.
• Oversee billing and realization, manage engagement budgets and variances.
• Provide performance feedback and evaluations to develop staff.
• Foster a collaborative, positive team culture and align with management decisions.

Skills

Client engagement management

Staff supervision

Communication skills

Billing and realization

Education

Bachelor's degree

CPA certification

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 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 9as 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 builds 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
• 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 #LI-AG1 #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.