Tax Manager supervising accounting standards and client engagements at CBIZ Inc. Overseeing daily tasks, managing team members, and ensuring compliance with technical standards.
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
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
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
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