Tax Senior Manager - Cbiz
Morristown, NJ
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
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
- Reviews advanced level return from a detail and top-side perspective
- Reviews required communications to the client, ensuring their completeness, accuracy and compliance with Firm and professional guidelines
- Addresses questions on advanced technical accounting matters from team members and upper level client management
- Monitors that tasks are assigned and completed on a timely basis and reviews workflow
- Oversees Seniors and Staff coordinating the day-to-day duties of planning, tax work, and wrap-up
- Manages multiple assignments inside an engagement
- Communicates with Director and/or Partner on work status and client issues that arise
- Conducts research, consults with team members, draws conclusions and prepares memos based on target issues
- Performs a detailed review of team's workflow and monitors that tasks are assigned and completed on a timely basis; supervises, trains and mentors staff
- Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develops positive relationships with client personnel
- Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
- Identifies opportunities to leverage staff including designing staffing structure of engagement
- Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements
Qualifications Required
- Bachelor’s degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on business needs
#LI-DNI
Source : Cbiz