Tax Senior Manager - Cbiz

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  

CBIZ is 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.

CBIZ Somerset is a relationship driven accounting and advisory firm that is always looking for smart, ambitious, friendly people for our office locations in Indianapolis, Fort Wayne, and Michigan City! Our successful professionals know that building solid relationships with our clients is as important as effectively leading others through an engagement. As a Tax Senior Manager at CBIZ Somerset, your impact goes beyond theory and compliance. You have the ability to make a difference and advance your career through demonstrated leadership, welcoming new challenges, and recognizing the potential in others.

Essential Functions and Primary Duties

• Successfully manage tax engagements, groups and teams of all sizes
• Be familiar with the qualifications of all staff members, review staff assignments, assist in recruiting, developing and training the professional staff
• Follow the progress of the work throughout an engagement and manage client expectations
• Regarded as a Subject Matter Expert within business unit and shares knowledge
  
• Make recommendations on internal department procedures
• Recognize business opportunities for our clients and for CBIZ
• Assume significant client responsibility as client’s trusted advisor, is relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met
• Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
• Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
• Understand client’s Qualified Plan needs as applicable
• Supervise, train and mentor staff; listen and communicate effectively

Qualifications Required

• Bachelor’s degree required; Master’s degree preferred in Accounting, Finance or relevant field
• 8 years of 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 client and business needs

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