CBIZ
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Tax Manager
role at
CBIZ .
Responsibilities
Serve as client’s trusted advisor, demonstrating knowledge of industry trends, identifying client issues and conflicts, and proactively communicating solution options to client and team.
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.) and 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, and alternatives.
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; meet individual cross‑serve goals.
Manage and retain multiple client relationships, engagements and special projects.
Develop overall engagement budget and 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; demonstrate support of management and decisions and build a positive culture.
Participate in practice development activities that lead to new business generation and cross‑serve opportunities.
Additional responsibilities as assigned.
Preferred Qualifications
Master’s degree in Accounting, Taxation or related field.
Minimum Qualifications Required
Bachelor’s degree.
6 years of experience in public accounting or related field.
3 years of supervisory experience.
Must have an 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. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
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Tax Manager
role at
CBIZ .
Responsibilities
Serve as client’s trusted advisor, demonstrating knowledge of industry trends, identifying client issues and conflicts, and proactively communicating solution options to client and team.
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.) and 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, and alternatives.
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; meet individual cross‑serve goals.
Manage and retain multiple client relationships, engagements and special projects.
Develop overall engagement budget and 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; demonstrate support of management and decisions and build a positive culture.
Participate in practice development activities that lead to new business generation and cross‑serve opportunities.
Additional responsibilities as assigned.
Preferred Qualifications
Master’s degree in Accounting, Taxation or related field.
Minimum Qualifications Required
Bachelor’s degree.
6 years of experience in public accounting or related field.
3 years of supervisory experience.
Must have an 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. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.
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