Tax Senior Manager | Private Equity (Outsourcing)

With over 120 offices and nearly 7,000 associates 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 the recipient of several national recognitions for 2023:

• Best and Brightest Companies to Work for in the Nation

• Top Workplaces USA

• Top Workplaces - Financial Services Industry

• Best and Brightest Companies in Wellness

• Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.

We are seeking candidates with Private Equity experience who are interested in providing co-sourcing/outsourcing services for global Private Equity Funds. Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects. We offer an opportunity to work on rewarding, high profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment.

Essential Functions and Primary Duties:

• Managing staff on assigned deliverables to achieve the completion of all aspects of the engagement, completing reviews as a member of the final review team to ensure quality control standards are met.

• Understanding the client's qualified plan needs and recognizing opportunities for the client and CBIZ.

• Sharing knowledge of industry trends, identifying client issues and conflicts, proactively communicating solution option to management and the team, performing analysis and planning of tax engagements.

• Assisting with client communication during engagements.

• Preparing final financial statements, disclosures, and reportable condition letters for clients.

• Supervising, training and mentoring less experienced staff.

• Participating in new client development in partnership with senior management, contributing to client meetings as well as presentation and proposal development.

• Occasional local travel to client sites in Boston, MA.

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field

Qualifications Required

• Bachelor's degree in finance, accounting or related field.

• 5 years of experience working with GAAP, 5 years of experience auditing financial statements; and 5 years of experience performing public accounting.

• 3 years supervisory.

• 3 years managing other accountants.

• 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

The annual salary target for this job in this market is $120,000-$200,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more!

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