Tax Senior Manager | Banking and Insurance

CBIZ

7d • Hybrid

About The Position

This role is for a Tax Senior Manager in the Banking and Insurance sector. The position involves utilizing tax technical skills and knowledge of the banking and insurance industry to provide consulting and compliance services to clients. Key responsibilities include managing tax provisions, compliance, and consulting engagements for domestic and global entities, implementing business development strategies, and managing client relationships. The role requires the ability to work at client locations when safe, with remote or hybrid arrangements considered. The position also involves researching and analyzing client business issues, managing teams, and fostering a positive team environment.

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 or Taxation preferred

Responsibilities

• Utilize working knowledge of the banking and insurance industry along with demonstrated banking and insurance tax technical skills to provide value-added consulting and compliance products to our banking and insurance clients
• Manage tax provision, compliance, and consulting engagements for both domestic and global banking and insurance entities
• Implement business development strategies with existing clients and targets
• Able and willing to work at client location when conditions are safe, but remote or hybrid arrangements will be considered.
• Research, analyze and develop solutions for various client business issues
• Effectively manage teams and develop strong and long-lasting client relationships
• Drive a team environment; demonstrate support of management decisions and build a positive culture
• Additional responsibilities as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Senior