Tax Senior Manager

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Essential Functions And Primary Duties

• Recognised as a Subject Matter Expert within the business unit and shares knowledge.
• Make recommendations on internal department procedures.
• Recognise business opportunities for our clients and for CBIZ.
• Assume significant client responsibility as the client’s trusted advisor, 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 build a positive culture.
• Additional responsibilities as assigned.

Minimum Qualifications

Proficient use of applicable technology.

About Us

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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