Tax Manager | Generalist

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Essential Functions And Primary Duties

• Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas.
• Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
• Reviews tax procedures, engagement workpapers and financial statements without supervision
• Completes thorough review of tax work on a timely basis and assures audit evidence is in accordance with firm’s documentation standards
• Addresses questions on advanced technical accounting matters from team members and upper-level client management
• Prepares advanced level tax returns and reviews intermediate to advanced level tax returns
• Monitors that tasks are assigned and completed on a timely basis and reviews workflow
• Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up
• Manages multiple assignments inside an engagement
• Communicates with Partners on work status and client issues that arise
• Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues
• Contains advanced knowledge of applicable accounting software (e.g. CCH Axcess, Engagement, GoFielRoom, etc.)
• Leads small to medium sized engagements with finalized document and report requiring minimal change upon review
• Performs top review of returns, workpapers, and issues
• Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel
• Supervises, trains and mentors tax staff
• Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements

Preferred Qualifications

Minimum Qualifications Required

About Us

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

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