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Tax Senior Manager

4 months ago

Salt Lake City, United States CBIZ, Inc. Full time

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:

* 2022 Best and Brightest Companies to Work for in the Nation
* 2023 Top Workplaces USA
* 2022 America's Best Mid-Size Employers
* 2022 Best and Brightest Companies in Wellness
* 2022 Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

Essential Functions and Primary Duties:

* Planning and managing multiple client engagements simultaneously
* Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations
* Understanding your client goals and needs and servicing clients directly
* Owning client relationships and work
* Strategizing with Managing Directors regarding tax planning
* Giving clients recommendations and guidance on how to achieve their goals
* Assist in identifying opportunities for growth with clients
* Researching tax issues and providing guidance to clients
* Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff

Preferred Qualifications:

* At least 2-4 years of manager-level experience

Minimum Qualifications:

* Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field
* 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

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