#LI-CL1 #LI-Hybrid
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Minimum Qualifications Required
- Bachelor's degree
- 5 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
About the Role
We are seeking a Strategic Tax Manager to join our growing Southeast Region. In this role, you will engage in a wide array of tax consulting projects-including researching tax strategies, implementing value-added solutions, and providing transaction planning for mergers and acquisitions.
You'll be part of a collaborative team tackling complex and unique tax scenarios, requiring strong technical expertise across a diverse range of areas. A key focus will be analyzing client and prospect situations to identify innovative tax-saving opportunities aligned with their business goals and vision.
Typical responsibilities include:
- Reviewing client and prospect tax positions to uncover more advantageous methods, structures, or planning opportunities
- Assessing business operating structures, evaluating potential acquirers, and supporting the negotiation of favorable deal terms to maximize after-tax outcomes for clients
- Leading the development and coordination of overall transaction strategies, understanding both business issues and owner objectives
- Conducting research and technical analysis on topics such as Section 1202 gain exclusions, structuring for growth or business change, leveraging new tax legislation, and optimizing ownership and operating structures for efficiency
You will work closely with a managing director of strategic tax consulting and provide support to client service teams. This is a project-based consulting position and does not involve tax compliance work, aside from ensuring clear communication of technical details to support delivery of the intended benefits to clients.
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 prospects
- Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
- Manage staff and assist general service teams on engagement deliverables relate to consulting; complete reviews as a member of the final review team to ensure quality control standards are met
- Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
- Understand client's goals, needs and vision
- 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
Preferred Qualifications
- Master's degree in Accounting, Taxation or related field
About the Role
We are seeking a Strategic Tax Manager to join our growing Southeast Region. In this role, you will engage in a wide array of tax consulting projects-including researching tax strategies, implementing value-added solutions, and providing transaction planning for mergers and acquisitions.
You'll be part of a collaborative team tackling complex and unique tax scenarios, requiring strong technical expertise across a diverse range of areas. A key focus will be analyzing client and prospect situations to identify innovative tax-saving opportunities aligned with their business goals and vision.
Typical responsibilities include:
- Reviewing client and prospect tax positions to uncover more advantageous methods, structures, or planning opportunities
- Assessing business operating structures, evaluating potential acquirers, and supporting the negotiation of favorable deal terms to maximize after-tax outcomes for clients
- Leading the development and coordination of overall transaction strategies, understanding both business issues and owner objectives
- Conducting research and technical analysis on topics such as Section 1202 gain exclusions, structuring for growth or business change, leveraging new tax legislation, and optimizing ownership and operating structures for efficiency
You will work closely with a managing director of strategic tax consulting and provide support to client service teams. This is a project-based consulting position and does not involve tax compliance work, aside from ensuring clear communication of technical details to support delivery of the intended benefits to clients.
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 prospects
- Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
- Manage staff and assist general service teams on engagement deliverables relate to consulting; complete reviews as a member of the final review team to ensure quality control standards are met
- Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
- Understand client's goals, needs and vision
- 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
Preferred Qualifications
- Master's degree in Accounting, Taxation or related field