Strategic HR Business Advisors

• Serve as a trusted advisor to business owners, executives, and organizational leaders
• Lead complex tax planning, consulting, and compliance engagements
• Review and sign tax returns for accuracy, completeness, and quality
• Develop strategies that help clients optimize outcomes and minimize risk
• Build, strengthen, and expand long-term client relationships
• Lead, mentor, and develop Tax Managers, Seniors, and Staff
• Contribute to business development, proposal efforts, and practice growth
• Identify opportunities to connect clients with additional CSH services
• Help shape the future of the tax practice through leadership, innovation, and talent development

Senior Tax Manager

• Lead complex tax engagements from planning through delivery
• Review tax returns, tax research, and consulting projects
• Help clients develop proactive tax strategies and minimize tax exposure
• Serve as a primary advisor and relationship manager for clients
• Coach, mentor, and develop tax professionals
• Manage multiple engagements, budgets, and timelines
• Identify opportunities to bring additional value to clients and strengthen relationships

Tax Manager

Supervisor

• Oversee accurate and efficient data exchange with external partners while ensuring compliance with industry standards.
• Manage the EDI ticket process and serve as the primary point of contact for configuration and process-related questions.
• Configure and test ANSI 834 files, gather carrier requirements, and provide ongoing support for file integrations and data reconciliation.
• Manage integrated carrier files, payroll vendor APIs, and support renewal and open enrollment processes.
• Oversee the shared EDI inbox, create and assign tickets, maintain project documentation, and manage select broker relationships.
• Lead a team while maintaining an individual caseload, assisting with workload balancing, coaching, performance reviews, and team-building efforts.
• Lead daily scrum meetings and serve as the first point of escalation for urgent issues.

Senior Tax Manager

Tax Manager

EDI Supervisor