Tax Manager | Private Client Services

Job Title

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Essential Functions and Primary Duties

Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement directors and adhere to all quality control standards as required.

Serve as client's 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 client's 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

Master's degree in Accounting, Taxation or related field.

Minimum Qualifications Required

Bachelor's degree.

5 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.

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.