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 the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ & MHM is currently seeking a highly motivated Tax Manager.  This important role in our growing Tax practice includes client relationships, technical tax work, and managing staff.  Our department is dedicated to assisting individuals, partnerships, and corporations with tax compliance and planning.

In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management and client service skills by:

Essential Functions and Primary Duties:

• Planning and managing multiple client engagement and simultaneously
• Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations 
• Heavy focus on attest client tax returns, assist in the tax provision work related to the audit
• Understanding your client goals and needs and servicing clients directly
• Owning client relationships and work
• Strategizing with Managing Directors regarding tax planning
• Giving clients recommendations and guidance on how to achieve their goals
• 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

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 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 client and business needs
• Proficient use of applicable technology