Tax Senior Manager in Denver, CO at CBIZ

Date Posted: 11/17/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®  
  • 2019 America’s Best Mid-Size Employers by Forbes 
  • 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence 
  • 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  

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:

•Regarded as a Subject Matter Expert within business unit and shares knowledge

• Make recommendations on internal department procedures

• Recognize business opportunities for our clients and for CBIZ

• Assume significant client responsibility as client’s trusted advisor, is relied upon for 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

• Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals

• Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances

• Understand client’s Qualified Plan needs 9as applicable)

• Supervise, train and mentor staff; listen and communicate effectively

• Work to develop responsible, trained staff by conducting performance feedback and evaluations

• Drive a team environment; demonstrate support of management decisions and builds a positive culture

• Additional responsibilities as assigned

Preferred Qualifications:

•Master's degree in Accounting, Taxation or related field 

Minimum Qualifications:

• Bachelor’s degree required

• 8 years of experience in public accounting or related field

• 5 years supervisory experience

• Must have active CPA or equivalent certification

• Ability to manage all aspects of client engagements

• 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

• Proficient use of applicable technology

• Must be able to travel based on client and business needs


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