Tax Manager

3 weeks ago


Boston, Massachusetts, United States CBIZ Full time
Job Summary

CBIZ is seeking a highly skilled Tax Manager to join our Private Equity Co-Sourcing team. As a key member of our team, you will be responsible for providing co-sourcing/outsourcing services for Credit-Focused Alternative Asset Managers. Your expertise in private debt fund/private credit fund experience will be invaluable in assisting with all aspects of an In-House tax function, including transactional matters, managing multiple internal and external professional resources, and federal, state, and foreign compliance.

Key Responsibilities
  • Serve as a trusted advisor to clients, demonstrating proficient knowledge of technical skills, industry trends, and alternatives.
  • Identify client issues and conflicts, proactively communicating solution options to clients and team members.
  • Review all federal and state tax returns and K-1s and related filings.
  • Review and respond to federal and state notices received.
  • Assist in gathering data and reviewing schedules to be used in preparing tax returns.
  • Coordinate tax compliance processes with clients' functional teams and clients' external service providers.
  • Prepare year-end estimates.
  • Manage staff on engagement deliverables, complete technical and strategic reviews, and ensure quality control standards are met.
  • Understand clients' organizations, procedures, and internal policies.
  • Manage and retain multiple client relationships, engagements, and special projects.
  • Responsible for billing and realization on assigned clients.
  • Able and willing to work with client personnel at client locations, as needed.
  • Assist with developing engagement budgets, billing, and ensuring desired realization on assigned clients.
  • Identify need for staffing resources and manage scheduling process for staff.

Requirements
  • Master's degree in Accounting, Finance, or related field.
  • 6 years of experience in public accounting or related field.
  • 3 years supervisory experience preferred.
  • Must have CPA or equivalent certification.
  • 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 client and business needs.

What We Offer
  • Annual salary target: $105,000-$155,000.
  • Comprehensive medical and dental insurance.
  • Retirement savings.
  • Life and disability insurance.
  • Health care and dependent care reimbursement accounts.
  • Certification incentives.
  • Education assistance.
  • Referral program.

Equal Opportunity Employer
CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law.
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