Senior Tax Manager – Private Credit Fund Outsourcing
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • United States
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Salary
💰 $140,000 - $210,000 per year
Job Level
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 required
- 8 years experience in public accounting or related field
- 5 years supervisory
- 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 business needs
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 gatheringbudget developmentquality controlengagement managementstaff schedulingclient relationship managementK-1 review
Soft skills
communicationteam leadershipproblem-solvingmentoringorganizational skillsclient advisoryconflict resolutiontime managementcollaborationpositive culture building
Certifications
CPABachelor's degree