Tax Manager – Banking and Insurance
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts • United States
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Salary
💰 $120,000 - $160,000 per year
About the role
- Utilize working knowledge of the banking and insurance industry along with demonstrated banking and insurance tax technical skills to provide value-added consulting and compliance products to our banking and insurance clients
- Manage tax provision, compliance, and consulting engagements for both domestic and global banking and insurance entities
- 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
- 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
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax provisioncomplianceconsultingfinancial statementstax returnswork papersquality controlbudget developmentbillingrealization
Soft Skills
client relationship managementcommunicationteam environmentstaff supervisionmentoringproblem-solvingorganizational skillspresentation skillsconflict resolutionproactive communication
Certifications
CPAequivalent certification