36 Tax Senior Manager | Trusts & Estates Jobs in Boca Raton, FL
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CBIZ, Inc. is Hiring a Tax Senior Manager | Trusts & Estates Near Boca Raton, FL
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:
- 2022 Best and Brightest Companies to Work for in the Nation
- 2023 Top Workplaces USA
- 2022 America's Best Mid-Size Employers
- 2022 Best and Brightest Companies in Wellness
- 2022 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.
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 for CBIZ
- Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
- Manage staff on engagement deliverables; 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 Qualified Plan needs
- 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
Qualifications Required
- Bachelor's degree required; Master's degree preferred in Accounting, Finance or relevant field
- 7 years experience in public accounting or related field
- 5 years supervisory
- Must have and preserve required licenses
- 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
CBIZ.Jobs Category: Tax REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to . |
EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement. |
PAY TRANSPARENCY PROTECTION NOTIFICATION |
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.
Job Summary
Full Time
Business Services
$63k-79k (estimate)
05/08/2023
02/15/2024
cbiz.com
ASHEVILLE, NC
3,000 - 7,500
1950
Public
MICHAEL P MURPHY
$500M - $1B
Business Services
Related Companies
About CBIZ, Inc.
CBIZ provides professional services such as accounting, tax, employee benefits, wealth management, property and casualty insurance and payroll.
The job skills required for Tax Senior Manager | Trusts & Estates include CPA, Accounting, Communicates Effectively, Tax Consulting, etc. Having related job skills and expertise will give you an advantage when applying to be a Tax Senior Manager | Trusts & Estates. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Tax Senior Manager | Trusts & Estates. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Tax Senior Manager | Trusts & Estates positions, which can be used as a reference in future career path planning. As a Tax Senior Manager | Trusts & Estates, it can be promoted into senior positions as a Tax Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Tax Senior Manager | Trusts & Estates. You can explore the career advancement for a Tax Senior Manager | Trusts & Estates below and select your interested title to get hiring information.
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