Tax Senior Manager

CBIZ, Inc.; Phoenix (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their team as a Subject Matter Expert. This role involves managing engagement deliverables, supervising staff, and driving client development initiatives. The ideal candidate will possess a strong background in public accounting, with at least 7 years of experience, and a Bachelor's degree in a relevant field. This innovative firm values team members and fosters an environment of growth and recognition. If you are passionate about making an impact and leading a team to success, this opportunity is perfect for you.

Qualifications

• 7 years of experience in public accounting or related field required.
• Must possess and maintain required licenses.

Responsibilities

• Manage staff on engagement deliverables and ensure quality control.
• Recognize business opportunities and develop client relationships.

Skills

Public Accounting

Client Development

Communication Skills

Team Management

Industry Knowledge

Problem Solving

Education

Bachelor’s degree in Accounting, Finance or relevant field

Master’s degree in Accounting, Finance or relevant field

Tools

Accounting Software

Microsoft Office Suite

Job description

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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.

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
• Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
• Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
• Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
• Understand client’s Qualified Plan needs
• 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

Qualifications Required

• Bachelor’s degree required; Master’s degree preferred in Accounting, Finance or relevant field
• 7 years experience in public accounting or related field
• 5 years supervisory
• Must have and preserve required licenses
• 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