Strategic Senior Tax Manager

CBIZ, Inc.•Denver, CO

51d•Remote

About The Position

We are seeking a dynamic Strategic Tax Manager to join our growing Denver office and support our Central Region and national firm initiatives. In this role, you will engage in a wide array of tax consulting projects-including researching tax strategies, implementing value-added solutions, and providing transaction planning for mergers and acquisitions. You'll be part of a collaborative team tackling complex and unique tax scenarios, requiring strong technical expertise across a diverse range of areas. A key focus will be analyzing client and prospect situations to identify innovative tax-saving opportunities aligned with their business goals and vision. Typical responsibilities include: Reviewing client and prospect tax positions to uncover more advantageous methods, structures, or planning opportunities Assessing business operating structures, evaluating potential acquirers, and supporting the negotiation of favorable deal terms to maximize after-tax outcomes for clients Leading the development and coordination of overall transaction strategies, understanding both business issues and owner objectives Conducting research and technical analysis on topics such as Section 1202 gain exclusions, structuring for growth or business change, leveraging new tax legislation, and optimizing ownership and operating structures for efficiency You will work closely with a managing director of strategic tax consulting and provide support to client service teams. This is a project-based consulting position and does not involve tax compliance work, aside from ensuring clear communication of technical details to support delivery of the intended benefits to clients.

Requirements

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

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