Tax Manager

Cbiz, Inc. Plymouth Meeting , PA 19462

Posted 6 months ago

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States. With more than 35 offices and more than 3,000 professionals in our Financial Services division, we serve the country's growing mid-market public and private businesses. MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

Our CBIZ Philadelphia office is comprised of several business entities that provide accounting, insurance, life insurance, employee benefits and payroll services - all working together to help your company grow and succeed.

CBIZ & MHM is currently seeking a highly motivated Tax Manager. This important role in our growing Tax practice includes client relationships, technical tax work, and managing staff. Our department is dedicated to assisting individuals, partnerships, and corporations with tax compliance and planning.

Roles & Responsibilities

  • Planning and managing multiple client engagement and simultaneously

  • Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations

  • Understanding your client goals and needs and servicing clients directly

  • Owning client relationships and work

  • Strategizing with Managing Directors regarding tax planning

  • Giving clients recommendations and guidance on how to achieve their goals

  • Assist in identifying opportunities for growth with clients

  • Researching tax issues and providing guidance to clients

  • Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff

Minimum Qualifications

  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field

  • 6 years of experience in public accounting or related field

  • 3 years of 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

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Tax Manager

Cbiz, Inc.