Tax Manager – Private Client Services
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Fairlawn • Ohio • United States
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About the role
- Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement directors and adhere to all quality control standards as required
- Serve as client’s trusted advisor, demonstrates 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; ensure on time delivery and on budget
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the client’s organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Manage and retain multiple client relationships, engagements and special projects
- Develop overall engagement budget
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients; explain variances
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and build a positive culture
- Participate 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
Benefits
- Health insurance
- Professional development opportunities
- Remote work options
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax preparationfinancial statementstax returnswork papersengagement deliverablesquality controlclient engagement managementbudget developmentbilling and realizationclient development
Soft Skills
communicationteam managementmentoringclient relationship managementproblem-solvingstrategic thinkingtime managementcollaborationleadershipadaptability
Certifications
CPABachelor's degree