Tax Senior Manager | HNW

CBIZ; Philadelphia (Philadelphia County); Hybrid; USD 90,000 - 130,000; Full time

Job summary

CBIZ, a top provider of accounting services, seeks a seasoned professional in accounting and client engagement. The role requires strong leadership, communication skills, and a proven track record in public accounting. Candidates must be CPA certified, with a Master's highly preferred, and will be responsible for supervising teams and managing client relationships in a hybrid working environment.

Qualifications

• Must have active CPA or equivalent certification.
• 8 years experience in public accounting or related field required.
• 5 years of supervisory experience required.

Responsibilities

• Manage staff on engagement deliverables and ensure quality control.
• Develop new clients and participate in client meetings.
• Supervise, train, and mentor junior staff.

Skills

Leadership

Communication

Client Engagement

Proficient in Technology

Education

Bachelor’s degree

Master's degree in Accounting, Taxation or related field

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 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.

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

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field

Qualifications Required

• 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

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