Seasonal Tax Senior Manager

This is a fully remote position, open to applicants in New York.

📋 Description

• Recognized as a Subject Matter Expert within the business unit and shares expertise

• Provide recommendations regarding internal departmental procedures

• Identify business opportunities for clients and CBIZ

• Take on significant client responsibilities as a trusted advisor; pinpoint client issues and conflicts, and proactively communicate potential solutions to both client and team

• Oversee staff on engagement deliverables, such as financial statements, tax returns, and workpapers

• Conduct technical and strategic reviews as part of the final engagement review team to ensure compliance with quality control standards

• Develop new client relationships in collaboration with upper management; engage in client meetings, presentations, and proposal creation

• Achieve individual cross-service goals

• Manage billing and realization for assigned clients; create engagement budgets and clarify any variances

• Comprehend clients' Qualified Plan requirements, as necessary

• Supervise, train, and mentor junior staff

• Provide performance feedback and conduct evaluations

• Foster a team-oriented environment and support management decisions

• Execute additional responsibilities as assigned

⛳️ Requirements

• Bachelor's degree is mandatory

• 8 years of experience in public accounting or a related field

• 5 years of supervisory experience required

• Must possess an active CPA or equivalent certification

• Capability to manage all facets of client engagements

• Ability to meet deadlines, handle multiple assignments, and prioritize tasks as needed

• Proven ability to communicate effectively both verbally and in writing at all organizational levels, both internally and externally

• Proficient in the use of relevant technology

• Willingness to travel as business requirements dictate

• Previous experience in reviewing Forms 1040, 1041, 706, 709, 990, and complex pass-through entity returns

• Familiarity with reviewing alternative investments including private equity and hedge fund K-1s, with knowledge of Section 1061 attributes and foreign reporting

• Experience with family office structures and closely held businesses is preferred

🏝️ Benefits

• Competitive salary and performance-based bonuses

• Comprehensive health, dental, and vision insurance plans

• Opportunities for professional development and continuous education

• Flexible work arrangements and work-life balance initiatives

• Retirement savings plan with company matching contributions

• Generous paid time off and holidays