Tax Supervisor | Private Client Services

#LI-CL1 #LI-HybridCBIZ, 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.Minimum QualificationsBachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferredAt least 3 years of experience in public accounting or related field1 year supervisory experience preferredCPA candidates preferredAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on client and business needsThe Private Client Services (PCS) Tax Practice specializes in the taxation of gifts, trusts, estates, foundations, closely held entities and individual returns.Essential Functions and Primary DutiesSupervise all aspects of accounting, tax or audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as requiredDevelop a thorough understanding of the client's business, contributing to the analysis and planning of client engagementsAdhere to engagement budget constraints and complete assigned tasks within the time requested, and explain variances when neededAchieve charge hour goalsReview engagement team members accounting, tax or auditing work: provide constructive review pointsSupervise and guide team members on engagements, fostering a collaborative and productive work environmentTrain and mentor engagement team members, supporting their technical and professional developmentAssist in the client billing process with Managers, Directors or Managing DirectorsIdentify an industry or area of specialization and develop skills, knowledge and expertise in that areaLeverage industry knowledge and business acumen blending cross serve opportunities into client engagementsParticipate in practice development activities, such as membership in qualified organizations, capable of referring potential engagementsExecute administrative duties as assignedAdditional responsibilities as assignedPreferred QualificationsMaster's degree in Accounting, Taxation or related fieldPosting Date: 2026-08-07