Tax Manager

CBIZ, Inc.•Phoenix, AZ

49d•Onsite

About The Position

Essential Functions and Primary Duties Serve as client's trusted advisor, demonstrate 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 an 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 builds 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

Requirements

Bachelor's degree
6 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

Nice To Haves

Master's degree in Accounting, Taxation or related field

Responsibilities

Serve as client's trusted advisor, demonstrate 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 an 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 builds 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