Tax Senior Manager — Client Leader & Mentor

CBIZ; Melville (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

CBIZ in Melville, NY is seeking an experienced accounting professional to lead client engagements and deliver high‑quality financial statements and tax work. The role requires strong technical skills, supervisory experience, and the ability to act as a trusted advisor to clients and internal teams.

The ideal candidate has a CPA, extensive public accounting background, and excels at managing deadlines, budgets, and cross‑functional communication while traveling as needed.

Qualifications

• Bachelor’s degree required.
• 8 years experience in public accounting or related field.
• Active CPA or equivalent certification.

Responsibilities

• Serve as SME within the business unit and share knowledge.
• Recognize and communicate opportunities for clients and CBIZ.
• Manage engagement deliverables and perform final reviews for quality control.
• Develop new client relationships and participate in meetings and proposals.
• Oversee billing and realization; manage engagement budgets.
• Supervise and mentor staff; conduct performance feedback.
• Foster a positive team culture and support management decisions.
• Travel as needed for business needs.

Skills

Public accounting

Client management

Project budgeting

Communication

Staff supervision

CPA

Education

Bachelor's degree

Master's degree in Accounting/Taxation

Tools

Tax software

Microsoft Excel

Job description

CBIZ in Melville, NY is seeking an experienced accounting professional to lead client engagements and deliver high‑quality financial statements and tax work. The role requires strong technical skills, supervisory experience, and the ability to act as a trusted advisor to clients and internal teams.

The ideal candidate has a CPA, extensive public accounting background, and excels at managing deadlines, budgets, and cross‑functional communication while traveling as needed.