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.
Essential Functions and Primary Duties:
- Review and lead engagements for completion of complex federal and state tax returns.
- Ensure that tax returns and other compliance are prepared in accordance with required professional standards.
- Build and develop quality relationships with both existing and prospective clients.
- Participate in marketing and business development efforts.
- Demonstrate the ability to identify cross-selling opportunities and follow through with those opportunities or refer them to other professionals if necessary.
- Interface with senior executives of clients and target companies.
- Adept with client management responsibilities including engagement planning, budgeting, and billing activities.
- Develop staff through effective goal setting and performance management.
- Maintain knowledge of current tax matters that affect the business climate.
Preferred Qualifications:
- Master’s degree preferred in Accounting, Taxation or related field.
Minimum Qualifications:
- Bachelor's degree and CPA required.
- 7+ years of relevant experience.
- Progressive federal tax consulting and compliance experience in public accounting or a combination of corporate and public accounting experience.
- Experience in C Corporation income taxes and ASC 740 Accounting for Income Taxes technical knowledge.
- Strong written and verbal communication skills.
- Positive attitude, good work ethic, and able to prioritize multiple tasks.
- Extensive experience in project management including planning, organizing, coordinating, and managing staff, clients, and/or partners towards the successful completion of a project.
The annual salary target for this job in this market is $160,000-$195,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
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.
The application window is anticipated to close on or before September 30, 2024. We do encourage that you apply to this position as soon as possible.
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