Tax Senior Manager

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 21 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:

• Planning and managing multiple client engagements simultaneously
• Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations
• Understanding your client goals and needs and servicing clients directly
• Owning client relationships and work
• Strategizing with Managing Directors regarding tax planning
• Giving clients recommendations and guidance on how to achieve their goals
• Assist in identifying opportunities for growth with clients
• Researching tax issues and providing guidance to clients
• Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff

Preferred Qualifications:

• At least 2-4 years of manager-level experience

Minimum Qualifications:

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field
• 6 years of experience in public accounting or related field
• 3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology

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