Tax Manager - Cbiz

New York, NY

About the Job

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation’s top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you’ll still be working with the same dedicated team and receiving the same high-quality service you’ve come to rely on.

Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.

CBIZ has been honored to be the recipient of several national recognitions for 2023:    

Best and Brightest Companies to Work for in the Nation
Top Workplaces USA
Top Workplaces - Financial Services Industry
Best and Brightest Companies in Wellness
Great Place to Work Certification

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.

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, GoFielRoom, 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 Required

Bachelor’s degree
6 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

The annual salary target for this job in this market is $145,000-$175,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

#LI-DNI

Source : Cbiz