CBIZ

Tax Manager

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • 🇺🇸 United States

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Salary

💰 $135,000 - $175,000 per year

Job Level

Mid-LevelSenior

About the role

  • Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.
  • Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
  • Reviews tax procedures, engagement workpapers and financial statements without supervision
  • Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm’s documentation standards
  • Addresses questions on advanced technical accounting matters from team members and upper-level client management
  • Prepares advanced-level tax returns and reviews intermediate to advanced-level tax returns
  • Monitors that tasks are assigned and completed on a timely basis and reviews workflow
  • Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up
  • Manages multiple assignments inside an engagement
  • Communicates with Partners on work status and client issues that arise
  • Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues
  • Contains advanced knowledge of applicable accounting software (e.g. CCH Axcess, Engagement, GoFielRoom, etc.)
  • Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
  • Performs top review of returns, workpapers, and issues
  • Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel
  • Supervises, trains and mentors tax staff
  • Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements

Requirements

  • Bachelor’s degree
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
accounting standardsreporting standardstax risk managementtax returnsaudit evidencefinancial statementsresearchworkflow managementclient engagement managementsupervision
Soft skills
communicationcollaborationleadershipmentoringproblem-solvingrelationship buildingtime managementorganizational skillsverbal communicationwritten communication
Certifications
CPA