With over offices and nearly 7, associates throughout the U.S. CBIZ (NYSE : CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ is honored to be the recipient of several national recognitions for :
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Top Workplaces Financial Services Industry
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States.
MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Essential Functions and Primary Duties
- Serve as clients trusted advisor, demonstrates 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, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met;
ensure on time delivery and on budget
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the clients organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Manage and retain multiple client relationships, engagements and special projects
- Develop overall engagement budget
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients; explain variances
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and build a positive culture
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Additional responsibilities as assigned
Preferred Qualifications
Masters degree in Accounting, Taxation or related field
Minimum Qualifications Required
- Bachelors degree
- 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
LI-PL1 #LI-Hybrid
Tax Manager, Core Tax Services
The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the p...
Tax Manager, Core Tax Services - ASC 740
The Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while act...
Partnership Manager, Tax
The Partnership Manager, Tax is responsible for providing tax and consulting services to our Pass-Through clients. Demonstrates an understanding of tax concepts and actively pursues increased tax knowledge through client assignments and current tax developments. Performs tax planning, preparation an...
Tax Manager, Nonprofit
The Nonprofit Tax Manager is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary cl...
Senior Manager, Specialized Tax Services Partnerships
As a Tax Senior Manager, Partnerships, you will be responsible for advising clients on the tax implications of their business objectives and various partnership specific items including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis ...
Tax Manager - Hybrid
Proven work experience as a Tax Manager or Tax Senior Manager. As a Tax Manager, you will be responsible for managing and coordinating tax compliance and advisory work for clients. Excellent knowledge of tax accounting, tax compliance, and all types of tax returns. Tax Manager needed for a Growing C...
Real Estate Tax - Senior Manager
Extensive knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REITs taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring. There isn't an average day for a Real ...
Tax Manager, Partnership
Tax Compliance Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”) Conducts top level review of ...
Tax Manager / Sr. Manager
In addition, the ideal candidate will possess demonstrated success with consulting with and for clients on a broad range of tax matters and advice, as well as experience identifying prospects, building and securing new client relationships, and cultivating a strong network of professional contacts a...
Senior Manager, Tax
The Senior Tax Manager will participate in the accuracy and timeliness of the tax compliance function and accounting for income taxes. In addition, the Senior Tax Manager will assist with a variety of special tax projects, perform tax technical research, monitor legislation and coordinate audits. Th...