Senior Tax Manager – Private Client Services

CBIZ

Tax Senior Manager for Private Client Services managing tax engagements and advising clients. Leading the team in delivering quality client services in a hybrid work environment.

Posted 7/28/2026full-timeFairlawn • Ohio • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing tax engagements, including Individual, Trust, and Gift tax services, while ensuring adherence to quality control standards. Proven ability to develop client relationships, manage teams, and communicate effectively across all organizational levels.

Highest-signal resume keywords

CPA CertificationPublic Accounting ExperienceClient Engagement ManagementStaff Supervision and MentoringFinancial Statement Preparation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax EngagementsFinancial StatementsTax ReturnsWork PapersEngagement Budget DevelopmentQuality Control StandardsClient DevelopmentBilling and RealizationTechnical ReviewsIndustry Trends Knowledge

Soft Skills

Effective CommunicationTeam LeadershipProblem SolvingClient Relationship ManagementMentoring

Tools & Technologies

Applicable Technology Proficiency

Certifications & Qualifications

CPA Certification

Industry Keywords

Public AccountingClient EngagementsQuality ControlPractice DevelopmentCross-Serve Opportunities

About the role

Key responsibilities & impact

Complete all aspects of tax engagements (Individual, Trust, Gift) for clients, including status updates to engagement directors and adherence 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

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

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Additional responsibilities as assigned