What are the responsibilities and job description for the Tax Supervisor | Private Client Services (PCS) position at CBIZ?
Job Description
Essential Functions And Primary Duties
Minimum Qualifications
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.
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.
Essential Functions And Primary Duties
- Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement managers and adhere to all quality control standards as required
- Demonstrate understanding of the client’s personal income, wealth transfer, and planning opportunities of client engagements
- Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
- Achieve charge hour goals
- Review associates’ tax work: provide constructive review points
- May supervise Associate’s on engagements
- Train and mentor associate staff
- May be involved in the client billing process by assisting Managers or Directors
- Identify and begin to develop knowledge in selected specialty practice
- Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
- Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
- Execute administrative duties as assigned
- Additional responsibilities as assigned
Minimum Qualifications
- Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
- At least 3 years of experience in public accounting or related field
- 1 year supervisory experience preferred
- CPA candidates preferred
- 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 client and business needs
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.
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.