Tax Senior Manager | Private Client Services (PCS) - CBIZ

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.

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 21 major markets coast to coast.

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.
• 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.

Preferred Qualifications

• Master's degree in accounting or taxation.
• 7+ years of relevant work and industry experience within Private Client Services.
• Prior experience reviewing Form 990.
• Prior experience managing engagements and clients.
• Formal mentoring relationships with all levels of staff.
• Ability to work independently, but also work well with others.
• Software Experience - CCH ProSystem, Microsoft Office 365 preferred.

Qualifications Required

• Bachelor's degree required.
• 8 years experience in public accounting or related field.
• 5 years supervisory experience.
• 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.

The annual salary target for this job in this market is $160,000 - $195,000. The specific compensation for this role will be determined based on the education, experience, and skill set 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.