Tax Manager I – Private Client Services

🔥 0 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $130k - $155k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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CBIZ

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1996

🛡️ Insurance

🏥 Healthcare

🏭 Manufacturing

Insurance • Healthcare • Manufacturing

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• Serve as the client’s trusted advisor by monitoring industry trends, identifying client issues and conflicts, and proactively communicating solution options • Manage staff on engagement deliverables, including financial statements, tax returns, and work papers • Complete technical and strategic reviews to ensure quality control standards, on-time delivery, and budget compliance • Demonstrate proficient technical skills across client responsibilities, including trends, industries, and alternatives • Understand clients’ organizations, procedures, and internal policies • Develop new clients with upper management through client meetings, presentations, proposal development, and cross-serving • Manage and retain multiple client relationships, engagements, and special projects • Develop overall engagement budgets and meet charge-hour goals • Manage billing and realization for assigned clients and explain variances • Supervise, train, and mentor staff • Foster a positive team environment and support management decisions • Participate in practice development activities generating new business and cross-serving opportunities • Perform additional responsibilities as assigned

🎯 Requirements

• Bachelor’s degree • 5 years of experience in public accounting or related field • 3 years of supervisory experience • Active CPA or equivalent certification required • Ability to manage all aspects of client engagements • Ability to communicate verbally and in writing across all organizational levels, internally and externally • Ability to travel based on client and business needs • Proficient use of applicable technology