Tax Manager – Private Credit Fund Outsourcing
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $160,000 per year
Job Level
Mid-LevelSenior
About the role
- Serve as client’s trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives.
- Identify client issues and conflicts; proactively communicate solution options to client and team
- Review of all federal and state tax returns and K-1s and related filings
- Review and respond to federal and state notices received
- Assist in gathering data and reviewing schedules to be used in preparing tax returns
- Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
- Prepare year end estimates
- 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; ensure on time delivery and on budget
- Understand the client’s organization, procedures and internal policies
- Manage and retain multiple client relationships, engagements and special projects
- Responsible for billing and realization on assigned clients
- Able and willing to work with client personnel at client location, as needed
- Assist with developing engagement budgets, billing and ensuring desired realization on assigned clients
- Identify need for staffing resources and manage scheduling process for staff
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and builds a positive culture
- Participating in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Additional responsibilities as assigned
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
tax compliancetax return preparationfinancial statement preparationdata gatheringquality controlbudget developmentbilling managementstaff schedulingclient engagement managementstrategic review
Soft skills
communicationteam managementmentoringproblem-solvingclient relationship managementorganizational skillsleadershipcollaborationconflict resolutionadaptability
Certifications
CPABachelor's degree