Tax Senior Manager | HNW

#LI-BL1 #LI-Hybrid

Essential Functions and Primary Duties

• Regarded as a Subject Matter Expert within business unit and shares knowledge

• Make recommendations on internal department procedures

• Recognize business opportunities for our clients and for CBIZ

• Assume significant client responsibility as client's trusted advisor, is 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 builds a positive culture

• Additional responsibilities as assigned

Minimum Qualifications

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years supervisory
• 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