Tax Supervisor

Job Description

#LI-CL1 #LI-Hybrid

Responsibilities

Responsibilities

• Performs compilations and reviews for clients in various industries.
• Project manages one or more client assignments simultaneously with effective use of project management techniques and organization of resources to ensure achievement of assignment objectives.
• Performs a detailed review of the assignment team's work to ensure quality, thoroughness and completion of assignment tasks within agreed timeframes.
• Reviews trial balance and general ledgers for businesses
• Prepare applicable tax returns or review applicable returns prepared by junior staff
• Interact closely with clients to provide innovative tax planning, consulting and compliance services in a timely and effective manner
• Ensure complete client satisfaction through open communication, managing expectations, and meeting deadlines
• A track record of delivering quality work for clients; demonstrating an understanding of the client's business and relevant professional standards and maintaining excellent client relationships
• A proven ability to use the provision of compliance services as an opportunity to identify further relevant issues and identify new opportunities
• Creative problem-solving including ability to identify, recommend and implement solutions using multiple sources of information for tax related client issues
• A professional services background with experience of working across clients while actively seeking new learning opportunities to stay technically up to date building on their knowledge of the firm's service offerings
• Attend professional development and continuing education sessions on a regular basis
• Some local travel to client locations required

Preferred Qualifications

• Knowledge of accounting principles and auditing/tax standards to effectively supervise staff and solve routing engagement problems.
• Experience with accounting software.
• Solid organization skills with a demonstrated ability to multi-task.

Qualifications

Minimum Qualifications

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
• At least 3 years of experience in public accounting or related field
• 1 year supervisory experience preferred
• CPA candidates preferred
• 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 client and business needs

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.