Tax Manager

CBIZ•Bellevue, WA

43d•Hybrid

About The Position

The Tax Manager will be responsible for demonstrating thorough technical knowledge of accounting and reporting standards, identifying tax risk management issues, and proposing solutions. This role involves reviewing tax procedures, engagement workpapers, and financial statements, as well as preparing and reviewing tax returns. The Tax Manager will oversee Seniors and Staff, manage multiple assignments, and act as the primary client contact for complex issues. Additionally, this position requires staying current on technical and industry developments and mentoring tax staff.

Requirements

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

Nice To Haves

Master’s degree in Accounting, Taxation or related field
Bachelor’s degree with a preference of study in Accounting or related field
Prior experience managing engagements and clients
Ability to work independently, but also work well with others
Enrolled Agent designation
Strong technical and broad based advisory and client management skills

Responsibilities

Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.
Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner.
Reviews tax procedures, engagement workpapers and financial statements without supervision.
Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm’s documentation standards.
Addresses questions on advanced technical accounting matters from team members and upper-level client management.
Prepares advanced level tax returns and reviews intermediate to advanced level tax returns.
Monitors that tasks are assigned and completed on a timely basis and reviews workflow.
Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up.
Manages multiple assignments inside an engagement.
Communicates with Partners on work status and client issues that arise.
Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues.
Contains advanced knowledge of applicable accounting software (e.g. CCH Axcess, Engagement, GoFileRoom, etc.).
Leads small to medium sized engagements with finalized document and report requiring minimal change upon review.
Performs top review of returns, workpapers, and issues.
Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel.
Supervises, trains and mentors tax staff.
Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements.