CAREERS AT CBIZ

Senior Tax Manager in San Diego, CA at CBIZ

Date Posted: 4/25/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.

CBIZ and MHM are together ranked as one of the top accounting services providers in the United States. With more than 35 offices and more than 3,000 professionals, we serve the country’s growing mid-market public and private businesses and the not-for-profit sector. MHM, an independent CPA firm, provides high quality audit and assurance services and works closely with CBIZ, an accounting, tax and consulting services provider. CBIZ and MHM are members of Kreston International Limited, a global network of independent accounting firms.

CBIZ MHM is proud of our strong company culture. In 2016 we were recognized as one of the Best Places to Work in Los Angeles by the Los Angeles Business Journal; in San Diego by the San Diego Union Tribune and in Orange County by the Orange County Business Journal. It was an honor to be recognized for such prestigious awards, knowing that it was the feedback from our employees that earned us our spot on those lists.

Essential Functions and Primary Duties:

  • In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills by
  • Serve as client’s trusted advisor, demonstrates 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; ensure on time delivery and on budget
  • Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
  • Understand the client’s organization, procedures and internal policies
  • Reviewing complex tax returns including international, federal and multi-state returns for C Corporations, S corporations, partnerships, high net worth individuals, trusts & estates, and foundations
  • Understanding your clients’ goals and needs and servicing clients directly
  • Owning client relationships and work
  • Strategizing with Managing Directors regarding tax planning
  • Provide clients’ with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients
  • Researching tax issues and providing guidance to clients
  • Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff
  • Foster a team environment; demonstrates support of management and decisions and build a positive culture
  • Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves

Minimum Qualifications:

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Finance or relevant field
  • 7 years experience in public accounting or related field
  • 5 years supervisory
  • Must have and preserve required licenses
  • 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


REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.


EQUAL OPPORTUNITY EMPLOYER


CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, 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.


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