Hybrid Tax Manager – Private Credit Fund Outsourcing

Posted 3 weeks ago

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About the role

  • 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
  • Proficient use of applicable technology

Job title

Tax Manager – Private Credit Fund Outsourcing

Job type

Experience level

Mid levelSenior

Salary

$120,000 - $160,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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