Tax Manager | Private Client Services in New York at CBIZ

Date Posted: 7/22/2022

Job Snapshot

  • Employee Type:
  • Location:
    New York
  • 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 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 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

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.   

Tax Managers are responsible for directing several engagements with various partners simultaneously while coordinating and supervising the Tax Senior Associates assigned to the specific engagements. Responsible for all phases of an engagement by using their talents in staff management and by projecting and planning the timing of the workloads with firm policies. Tax Managers are expected to promote the most efficient operation of the Firm.   

Essential Functions and Primary Duties

  • The ideal candidate will have 8+ years of experience in public accounting. CPA designation required.   Candidates should be prepared to meet challenging client requirements, provide value added services and should possess strong communication (both oral and written), interpersonal and analytical skills. Candidates should have QuickBooks and CCH Axcess tax software experience, and knowledge of small business accounting.   
  • A focus on the technical review of corporate tax returns plus strong knowledge of tax laws; experience with tax provision, individual and partnership tax returns a plus; supervise the preparation of tax returns; Knowledge of federal, multistate returns and foreign filing requirements
  • 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 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

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.