Tax Senior Manager

1 week ago


San Diego, California, United States CBIZ Full time
Corporate Tax Senior Manager

At CBIZ, we're seeking a seasoned tax professional to join our team as a Corporate Tax Senior Manager. This role offers a unique opportunity to build and expand your career in a rapidly growing area of business.

### Essential Functions and Primary Duties

As a Corporate Tax Senior Manager, you will be responsible for providing technical tax expertise to real estate clients, serving as their trusted advisor, and identifying client issues and conflicts. You will also manage compliance and consulting in areas of Section 1031 exchange, Section 754 step-up, Section 163(j) interest limitation, and Section 1231 gain/loss calculations.

### Key Responsibilities

* Utilize technical tax, analytical, operational, management, and client service skills to provide exceptional service to real estate clients
* Serve as client's trusted advisor, demonstrating knowledge of industry trends and identifying client issues and conflicts
* Manage compliance and consulting in areas of Section 1031 exchange, Section 754 step-up, Section 163(j) interest limitation, and Section 1231 gain/loss calculations
* Analyze and implement certain aspects of partnership/LLC operating agreements with respect to tax applications
* 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
* Understand the client's goals and needs and service clients directly
* Own client relationships and work
* Strategize with Managing Directors regarding planning
* Provide clients with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients
* Research tax and accounting issues and provide guidance to clients
* Work closely with staff, and assist senior management in mentoring, coaching, training, supervising, and evaluating staff
* Foster a team environment; demonstrates support of management and decisions and build a positive culture

### Preferred Qualifications

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

### Minimum Qualifications

* Bachelor's degree required; Master's degree preferred in Accounting, Finance or relevant field
* 7 years experience in public accounting or related field
* 5 years supervisory experience
* Must have and preserve required licenses
* 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

### Compensation and Benefits

The annual salary target for this job in this market is $140,000 - $200,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
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