Tax Senior Manager

CBIZ; San Francisco (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

A leading professional services provider in California is seeking a Tax Senior Manager to oversee client engagements, manage staff, and drive business development efforts. Candidates must possess a Bachelor's degree, active CPA certification, and significant experience in public accounting. This full-time role involves both leadership and client advising responsibilities.

Qualifications

• 8 years experience in public accounting or related field.
• 5 years supervisory experience.
• Active CPA or equivalent certification is required.
• Ability to manage all aspects of client engagements.
• Must be able to travel based on business needs.

Responsibilities

• Act as a Subject Matter Expert within the business unit.
• Manage staff on engagement deliverables and ensure quality.
• Drive client relationships and develop new business opportunities.
• Supervise, train, and mentor staff.
• Prepare and review engagement budgets and billing.

Skills

Client management

Team leadership

Communication

Proficient in technology

Business development

Education

Bachelor's degree

Job description

Tax Senior Manager at CBIZ

Talent Matchmaker | West Region | Arizona, California, Washington

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 (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 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

About Us

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 22 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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Business Consulting and Services