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CBIZ

Tax Senior Manager

CBIZ

Tax Senior Manager responsible for managing client engagements within public accounting. Overseeing staff, client relationship management, and ensuring quality standards are met.

Posted 7/31/2026full-timeKansas City • Kansas, Montana • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in public accounting with a strong focus on client engagement management, team leadership, and strategic decision-making. Proficient in developing client relationships, managing deliverables, and ensuring quality control standards are met.

Highest-signal resume keywords
Active CPA CertificationPublic Accounting ExperienceClient Engagement ManagementTeam LeadershipFinancial Statement Review

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Client DevelopmentEngagement BudgetingTechnical ReviewTax Return PreparationWorkpaper Management
Soft Skills
Effective CommunicationMentoringTeam CollaborationPerformance Feedback
Tools & Technologies
Applicable Technology Proficiency
Certifications & Qualifications
CPA Certification
Industry Keywords
Public AccountingQualified Plan NeedsQuality Control StandardsClient MeetingsProposal Development

About the role

Key responsibilities & impact
  • **Essential Functions and Primary Duties**
  • - 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
  • **Minimum Qualifications**
  • - 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
  • 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🛡️ Insurance 🏥 Healthcare 🏭 Manufacturing Insurance
  • Healthcare
  • Manufacturing CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Tax Senior Manager 🔥 8 minutes ago 🏢🏡 Kansas City – Hybrid ⏰ Full Time 🟠 Senior 💰 Tax 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
  • **Essential Functions and Primary Duties**
  • - 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
  • **Minimum Qualifications**
  • - 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Tax Specialist 🕒 July 16 Prescott's, Inc 51 - 200 🏥 Healthcare 💼 Consulting 📦 Logistics Website LinkedIn All Job Openings Tax Specialist overseeing tax compliance and treasury operations at Prescott’s, Inc., a leading medical device services company. Supporting state and local tax filings and treasury functions across multiple entities. 🏢🏡 Kansas City – Hybrid 💵 $68k - $72k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 💰 Tax Senior Corporate Tax Associate 🕒 February 27 Grant Thornton (US) 5001 - 10000 🏥 Healthcare 🏭 Manufacturing 📦 Logistics Website LinkedIn All Job Openings Corporate Tax Senior Associate at Grant Thornton supporting clients with business income tax planning and corporate compliance. Collaborating with team members to provide exceptional tax solutions. 🏢🏡 Kansas City – Hybrid ⏰ Full Time 🟠 Senior 💰 Tax View More Tax Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs