Tax Senior Manager

CBIZ; Washington (District of Columbia); On-site; USD 180,000 - 240,000; Full time

Job summary

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. The Senior Manager role in the DC area focuses on leading client engagements, delivering high-quality financial statements, tax returns, and workpapers, and driving proactive client advisory services.

The position emphasizes staff supervision, mentoring, and development of new business opportunities while meeting cross-service goals and ensuring profitability for CBIZ and clients.

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 travel based on business needs.

Responsibilities

• Serve as Subject Matter Expert within the business unit and share knowledge.
• Recommend improvements to internal department procedures.
• Identify business opportunities for clients and CBIZ.
• Manage client engagements and review deliverables for quality control.
• Develop new client relationships and participate in meetings, proposals.
• Oversee billing, budgeting, and realization on assigned clients.
• Supervise, train, and mentor staff; conduct performance evaluations.
• Foster a collaborative team environment and support management decisions.
• Additional responsibilities as assigned.

Skills

Client engagement

Leadership

Communication skills

Business development

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, workpapers, 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. (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.