Senior Tax Manager

This is a fully remote position, open to applicants in United States.

📋 Description

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

• Provide recommendations regarding internal departmental procedures.

• Identify business opportunities for our clients as well as for CBIZ.

• Take on significant client responsibilities as a trusted advisor, relied upon for insights into industry trends, recognizing client issues and conflicts; proactively communicate potential solutions to clients and the team.

• Oversee staff on engagement deliverables (including financial statements, tax returns, workpapers, etc.); conduct technical and strategic reviews as part of the final engagement review team to ensure adherence to quality control standards.

• Collaborate with upper management on new client development; participate in client meetings, proposal presentations, and achieve individual cross-serving objectives.

• Manage billing and realization for assigned clients; create an overall engagement budget and clarify any variances.

• Comprehend the Qualified Plan needs of clients (as applicable).

• Supervise, train, and mentor staff; practice effective listening and communication.

• Strive to develop responsible and skilled staff by conducting performance feedback and evaluations.

• Foster a team environment; demonstrate support for management decisions and contribute to a positive culture.

• Additional responsibilities as assigned.

⛳️ Requirements

• A Bachelor's degree is required.

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

• 5 years of supervisory experience.

• Must possess an active CPA or equivalent certification.

• Ability to manage all facets of client engagements.

• Capability 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, internally and externally.

• Proficient in the use of relevant technology.

• Must be willing to travel based on business requirements.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work arrangements.

• Competitive salary and performance-based bonuses.