Tax Manager | Private Client Services, High Net Worth in Boca Raton at CBIZ

Date Posted: 8/7/2022

Job Snapshot

  • Employee Type:
  • Location:
    Boca Raton
  • Job Type:
  • Date Posted:

Job Description

With over 100 offices and nearly 6,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level tax compliance, consulting and co-sourcing services to Private Equity firms of all sizes, by providing national-caliber expertise combined with highly personalized service.

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

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • 2022 Great Place to Work Certification

Essential Functions and Primary Duties

  • A focus on the technical review of individual income tax returns plus a moderate knowledge of trust and estate income tax returns; experience with corporate and partnership income tax returns is required; supervise the preparation of tax returns.
  • Develop strong client relationships and maintain steady contact with assigned clients throughout the business year.
  • Follow the progress of the work in relation to budgeted time and scheduled date of completion.
  • Keep the Partner informed on a timely basis as to all important engagement developments including; major problems that occur, with all of the facts, their conclusions and recommendations.
  • Deal directly with the IRS, client’s attorneys, taxing agents and other third parties.
  • Assist/participate with practice development and firm management.
  • Network to develop a list of contacts and begin cultivating relationships.
  • Develop and evaluate staff including addressing performance issues and concerns as need
  • Mentor and motivate staff; Guide staff on career and professional development.

Preferred Qualifications

  • Master’s degree preferred in Accounting, Taxation or related field
  • A Bachelor’s Degree in Accounting or Master’s in Taxation is preferred
  • QuickBooks and Axcess experience
  • Knowledge of small business accounting 

Minimum Qualifications

  • Bachelor’s degree required
  • 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 the organization, both internally and externally
  • Must be able to travel based on client and business needs
  • Proficient use of applicable technology


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.