Senior Tax Manager – Corporate

CBIZ

Tax Senior Manager overseeing corporate tax engagements and managing client relationships at CBIZ. Leading technical reviews and training junior staff in a hybrid work environment.

Posted 6/1/2026full-timePhiladelphia • Pennsylvania • 🇺🇸 United StatesSeniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

public accountingfinancial statementstax returnswork papersengagement deliverablesclient engagement managementbudget developmentperformance feedbackquality controlQualified Plan needs

Soft Skills

communicationclient relationship managementteam leadershipmentoringproblem-solvingtime managementprioritizationcollaborationadaptabilitysupportive culture building

Tools & Technologies

accounting softwarefinancial analysis toolspresentation softwareproposal development toolsperformance evaluation systemsclient management systemscollaboration platformsbudgeting toolsreporting softwaredata analysis tools

Certifications & Qualifications

CPAequivalent certification

Industry Keywords

client developmentbusiness opportunitiesengagement reviewsquality control standardscross serve goalsbilling and realizationpublic accounting standardsclient needs assessmentstrategic reviewsperformance evaluations

About the role

Key responsibilities & impact

Regarded as a Subject Matter Expert within business unit and shares knowledge
Make recommendations on internal department procedures
Recognize business opportunities for our clients and for CBIZ
Assume significant client responsibility as client's trusted advisor, is relied upon for 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
Responsible for new client development in partnership with upper management; participate in client meetings, presentation and proposal development and meet individual cross serve goals
Responsible for billing and realization on assigned clients; develop overall engagement budget, explain variances
Understand client's Qualified Plan needs (as applicable)
Supervise, train and mentor staff; listen and communicate effectively
Work to develop responsible, trained staff by conducting performance feedback and evaluations
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned

Requirements

What you’ll need

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

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development