Tax Manager | Private Client Services

#LI-JO1 #LI-Hybrid

RESPONSIBILITIES

Essential Functions and Primary Duties

• Serve as client’s trusted advisor, demonstrates 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; ensure on time delivery and on budget

• 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
• Responsible for new client development in partnership with upper management;

participate in client meetings, presentations and proposal development and

meet individual cross serve

• Manage and retain multiple client relationships, engagements and special

projects

• Develop overall engagement budget
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain

variances

• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions

and build a positive culture

• Participate in practice development activities that lead to the generation of

new business and the opportunities for cross-serves

• Additional responsibilities as assigned

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field
• Ability to work in the office and/or client location a minimum of 3 days per

week

QUALIFICATIONS

Minimum Qualifications

• Bachelor’s degree
• 5 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

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to

middle-market businesses nationwide. With industry knowledge and expertise in

accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers

actionable insights to help clients anticipate what is next and discover new

ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major

markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an

environment where team members are appreciated, recognized for their

contributions, and provided with opportunities to grow, both personally and

professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of

accounting services in the United States. CBIZ CPAs is an independent CPA firm

that provides audit, review and attest services, while CBIZ provides business

consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs

operates under its previous name, Mayer Hoffman McCann P.C.