Tax Senior Manager I Private Client Services

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

Job Description

Essential Functions And Primary Duties

• Regarded as a Subject Matter Expert within the business unit and shares knowledge.
• Make recommendations on internal department procedures.
• Recognize business opportunities for clients and for CBIZ.
• Assume significant client responsibility as the client’s trusted advisor; rely on knowledge of industry trends to identify client issues and conflicts and proactively communicate solution options to the client and team.
• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.) and 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, presentations, proposal development, and meet individual cross‑serve goals.
• Responsible for billing and realization on assigned clients; develop overall engagement budget and 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 build a positive culture.
• Additional responsibilities as assigned.

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field.

Minimum Qualifications

• Bachelor’s degree required.
• 8 years experience in public accounting or related field.
• 5 years supervisory experience.
• Must have an 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.