Tax Senior Manager | Section 382 - National Tax Office (Remote)

CBIZ; Indianapolis (IN); Remote; USD 140,000 - 200,000; Full time

Job summary

CBIZ is seeking a tax professional with significant expertise in federal tax compliance and advisory services. The role involves collaborating with the National Tax Office, conducting research on complex tax matters, and leading the development of internal resources. Ideal candidates should have 8+ years of experience, a CPA license, and strong analytical skills. This position offers a competitive salary and benefits for an individual looking to advance their career in a dynamic environment.

Benefits

Comprehensive medical and dental insurance

Retirement savings plan

Education assistance

Life and disability insurance

Certification incentives

Qualifications

• 8+ years of tax compliance and consulting experience.
• Active CPA or equivalent certification required.
• Strong proficiency with tax research tools and tax technology.

Responsibilities

• Conduct tax technical research on federal tax issues.
• Develop tax practice aids and respond to tax developments.
• Participate in CBIZ Tax National Training programs.

Skills

Tax compliance

Tax consulting

Communication

Organization

Education

Bachelor's degree

Master's degree in Accounting or Taxation

Tools

Bloomberg Tax

Thomson Reuters Checkpoint

CCH Axcess Tax

CaseWare

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

• Collaborate with the National Tax Office team to perform tax technical research and analyses of domestic federal tax issues from CBIZ client engagement teams throughout the country, with an emphasis in corporate tax issues that include consolidated returns, section 382 net operating loss limitations, earnings and profits, stock basis, dual consolidated losses, and excess loss accounts.
• Lead the development and maintenance of practice aids, toolkits, and practical approaches that respond to industry and federal tax developments in a variety of subject matter areas.
• Recognize business opportunities for our clients and for CBIZ, and participate in practice development activities that lead to the generation of new business and opportunities for cross-serves.
• Utilize reading and writing skills as a contributing editor for the development of internal and external thought leadership publications and webinars.
• Liaise with professionals in various tax technical groups to assist with the flow of knowledge to and from these groups.
• Participate in the development, management, evaluation, and distribution of specified policies and procedures, and assist with annual “tax quality review” processes for selected offices.
• Participate in production and delivery (including classroom instruction) of CBIZ Tax National Training programs.
• Drive a team environment; demonstrate support of management decisions and builds a positive culture.
• Additional responsibilities as assigned.

Preferred Qualifications

• 8+ years of diverse tax compliance and consulting experience in the domestic federal tax area with a top-tier firm
• Regarded as a Subject Matter Expert in one or more tax technical areas, and shares knowledge
• Master's degree in Accounting, Taxation or related field
• Strong proficiency with tax research subscription services including Bloomberg Tax, Thomson Reuters Checkpoint, CCH AnswerConnect, and Tax Analysts
• Proficient use of tax technology (e.g., CCH Axcess Tax, CaseWare, various workflow and document management systems)
• Excellent written and verbal communication skills, including strong email etiquette
• Eagerness to be responsible at all times
• Proven track-record of success in high pressure, time-constrained environments
• Top-tier organizational skills and attention to detail
• Self-starter and entrepreneurial in nature

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

The annual salary target for this job in this market is $140,000-$200,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

The application window is anticipated to close on or before 7/3/2025.

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