Tax Senior Manager

2 days ago


Saddle Brook, New Jersey, United States CBIZ Full time

CBIZ is part of a partnership with Marcum LLP, a top accounting and advisory provider. As part of this partnership, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on. Our team supports a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.

Our team has received several national recognitions for 2023:

  • Best and Brightest Companies to Work for in the Nation
  • Top Workplaces USA
  • Top Workplaces - Financial Services Industry
  • Best and Brightest Companies in Wellness
  • Great Place to Work Certification

Key Responsibilities and Primary Duties

  • Be a Subject Matter Expert within business unit and share knowledge
  • Make recommendations on internal department procedures
  • Identify 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 build a positive culture
  • Additional responsibilities as assigned

Qualifications Required

  • Bachelor's degree required
  • 8 years experience in public accounting or related field
  • 5 years supervisory experience
  • 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

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