Tax Manager

#LI-EM1 #LI-Hybrid

Essential Functions and Primary Duties

• Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.

• Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner

• Reviews tax procedures, engagement workpapers and financial statements without supervision

• Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm’s documentation standards

• Addresses questions on advanced technical accounting matters from team members and upper-level client management

• Prepares advanced level tax returns and reviews intermediate to advanced level tax returns

• Monitors that tasks are assigned and completed on a timely basis and reviews workflow

• Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up

• Manages multiple assignments inside an engagement

• Communicates with Partners on work status and client issues that arise

• Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues

• Contains advanced knowledge of applicable accounting software (e.g. CCH Axcess, Engagement, GoFileRoom, etc.)

• Leads small to medium sized engagements with finalized document and report requiring minimal change upon review

• Performs top review of returns, workpapers, and issues

• Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel

• Supervises, trains and mentors tax staff

• Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field 

• Bachelor’s degree with a preference of study in Accounting or related field

• 5+ years’ of relevant work and industry experience

• Prior experience managing engagements and clients

• Ability to work independently, but also work well with others

• Enrolled Agent designation

• Strong technical and broad based advisory and client management skills

Minimum Qualifications

• 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

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.