Tax Manager I Private Client Services in New York at CBIZ

Date Posted: 11/28/2023

Job Snapshot

  • Employee Type:
  • Location:
    New York
  • Job Type:
  • Date Posted:

Job Description

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

  • 2022 Best and Brightest Companies to Work for in the Nation   
  • 2023 Top Workplaces USA   
  • 2022 America's Best Mid-Size Employers   
  • 2022 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.  

Essential Functions and Primary Duties

  • Review client ledgers and financial reports
  • Budgeting/Cash flows
  • Able to analyze and account for brokerage and investment activity
  • Personal financial statements

Preferred Qualifications

  • Minimum of 6 years of experience in accounting (CPA preferred but not required)
  • Basic knowledge of human resource practices
  • Family office background preferred
  • Combination of experience with both business and personal accounting
  • Knowledge of individual/business taxes
  • Payroll
  • Partnership/entity knowledge
  • Familiar with trusts, not for profit entities, and foundations
  • Able to work in a team setting
  • Able to develop rapport with professional advisors
  • Able to put in and manage process to improve workflow
  • Able to train, grow and develop staff
  • Set and manage staffing priorities
  • Manage multiple projects simultaneously
  • Experience w/payroll taxes and 1099’s (Household/Business)
  • Understands internal controls
  • Sales tax
  • Detail orientated, organized and dependable
  • Excellent written and oral communication skills, outgoing, to develop rapport with clients & staff
  • Able to maintain highest degree of client confidentiality
  • Analytical skills
  • Able to prioritize
  • Problem solving skills 

Minimum Qualifications

  • Bachelor’s degree required; Master’s Degree preferred in Accounting, Taxation, or related field
  • 6 years of experience in public accounting or related field
  • 3 years of 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 organization, both internally and externally
  • Must be able to travel based on business needs
  • Proficient use of applicable technology

The annual salary target for this job in this market is $120,000-$175,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position.

The compensation above is not representative of an employee’s total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.


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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.