Seasonal Tax Senior Manager

CBIZ•New York, NY

3d•Remote

About The Position

This role is for a Seasonal Tax Senior Manager, identified with #LI-CL1 and #LI-Remote. The position requires the individual to act as a Subject Matter Expert within their business unit, sharing knowledge and making recommendations on internal department procedures. A key aspect of the role involves recognizing business opportunities for clients and for CBIZ. The Senior Manager will assume significant client responsibility, serving as a trusted advisor by staying informed on industry trends, identifying client issues, and proactively proposing solutions. They will manage staff on engagement deliverables, including financial statements, tax returns, and work papers, and will be part of the final engagement review team to ensure quality control. The role also involves new client development in partnership with upper management, participating in client meetings, presentations, and proposal development, and meeting cross-serve goals. Financial responsibilities include billing and realization on assigned clients, developing engagement budgets, and explaining variances. For clients with Qualified Plan needs, understanding these requirements is essential. The Senior Manager will also supervise, train, and mentor staff, fostering a team environment and supporting management decisions to build a positive culture. Additional responsibilities may be assigned.

Requirements

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

Nice To Haves

Master's degree in Accounting, Taxation or related field
Prior experience reviewing Forms 1040, 1041, 706, 709, 990 and complex pass-through entity returns.
Prior experience reviewing alternative investments including private equity and hedge fund K-1’s; including knowledge base of Section 1061 attributes and foreign reporting
Experience with family office structures and closely held businesses preferred.

Responsibilities

Regarded as a Subject Matter Expert within business unit and shares knowledge
Make recommendations on internal department procedures
Recognize 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 builds a positive culture
Additional responsibilities as assigned