Tax Senior Manager | Pass Through Entities

CBIZ; Rockville (MD); On-site; USD 120,000 - 180,000; Full time

Job summary

CBIZ, Inc. in Rockville, MD, seeks a senior engagement professional to lead complex client engagements in accounting and tax, supervise staff, and serve as trusted advisor on industry trends.

The role emphasizes delivering high-quality services and expanding client relationships across multiple engagements.

Qualifications

• Experience managing client engagements and supervising staff.
• Ability to manage deadlines and multiple assignments.
• Strong verbal and written communication at all levels.

Responsibilities

• Serve as subject matter expert within the business unit and share knowledge.
• Recognize business opportunities and act as trusted advisor to clients and CBIZ.
• Manage engagement deliverables and perform final engagement reviews for quality.
• Lead client meetings, presentations, and proposal development; drive cross-sell goals.
• Oversee billing, budgeting, and realization; explain variances to clients.

Skills

Client engagement management

Team leadership

Communication

Time management

Education

Bachelor's degree

Master's degree in Accounting/Taxation

CPA or equivalent

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

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
• 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.