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Tax Manager in UT, Salt Lake City at CBIZ

Date Posted: 3/28/2019

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 the recipient of several national recognitions: 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 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 and MHM are currently seeking a highly motivated Tax Manager. In this leadership role, you will have the opportunity to utilize your analytical, operational, management, and client service skills.

The individual filling this position will manage and plan multiple tax assignments in the following industries: Real Estate, Construction, Professional Services, Manufacturing & Distribution, Not-For-Profit, etc.  You will also work with a variety of business structures including: corporations, partnerships, LLCs, trusts and estates.

Demonstrated superior client service skills are required as this role will serve as the client’s trusted advisor, providing them with knowledge of industry trends, identifying client issues and conflicts and proactively communicating solution options. This role will also be responsible for developing and maintaining an excellent working relationship with all levels of client staff to increase customer satisfaction, strengthen client relationships and consult with shareholders and executives of assigned client organizations on business matters. This role will deal directly with the client’s attorneys, consultants and other parties and require steady contact throughout the business year.

Excellent time management and organization skills will enable this person to manage staff on engagement deliverables, complete technical and strategic reviews to ensure quality control standards are met and ensure on time delivery within the agreed upon budget. This person will have overall responsibility for all phases of an engagement including managing engagement budget, billing and realization of assigned clients.

Motivated individuals will excel in the area of new client development in partnership with upper management where you will participate in client meetings, presentations and proposal development efforts designed to meet individual business development and cross-serve goals.

Essential Functions and Primary Duties:

  • Planning and managing multiple client engagements 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
  • 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


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