Tax Manager overseeing private credit fund outsourcing for CBIZ, providing expert tax advisory services. Leading client engagements and managing multiple client relationships while ensuring quality compliance.
Responsibilities
Serve as client’s trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives.
Identify client issues and conflicts; proactively communicate solution options to client and team
Review of all federal and state tax returns and K-1s and related filings
Review and respond to federal and state notices received
Assist in gathering data and reviewing schedules to be used in preparing tax returns
Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
Prepare year end estimates
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
Understand the client’s organization, procedures and internal policies
Manage and retain multiple client relationships, engagements and special projects
Responsible for billing and realization on assigned clients
Able and willing to work with client personnel at client location, as needed
Assist with developing engagement budgets, billing and ensuring desired realization on assigned clients
Identify need for staffing resources and manage scheduling process for staff
Supervise, train and mentor staff; listen and communicate effectively
Foster a team environment; demonstrates support of management and decisions and builds a positive culture
Participating 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
Tax Administrator at Aprio CPA firm, aiding clients in maximizing tax opportunities and ensuring timely submissions. Join a dynamic Tax Operations team in a high - growth environment.
Tax Analyst focusing on US federal and state partnership income tax returns for AES. Supporting business transactions and providing technical research for the Clean Energy sector.
Tax Administrator ensuring accurate municipal tax payments for clients across Canada. Supporting inquiries and collaborating with municipalities to streamline operations.
Referent*in Steuern managing diverse tax - related responsibilities at AWO. Focus on financial documentation, tax return preparation, and regulatory compliance in Lübbenau/Spreewald.
Transaction Tax Manager leading innovative tax planning and compliance for M&A projects. Collaborating with the Transaction Tax team to manage client engagements and mentor junior staff.
Tax Principal role at CLA leading the Atlanta Private Industry Tax Team. Focus on S - Corps, Partnerships and Individuals while mentoring tax professionals and ensuring compliance.
Senior Tax Associate responsible for reviewing tax compliance and handling audits in China. Collaborating with global tax teams and managing relationships with local tax authorities.
Bilingual Tax Administrator at Aviso ensuring timely completion of tax audits and compliance with regulations. Collaborating with Operations team and managing various tax - related tasks.
Tax Director overseeing tax strategy and compliance for Banijay Gaming, an international sports betting and iGaming group. Leading international tax planning, compliance, and governance in a regulated environment.
Tax Manager in the Compensation and Benefits Tax Advisory team managing various client projects. Overseeing tax analyses and providing expert strategic advice for compensation programs.