Tax Senior Manager | Banking and Insurance

#LI-JO1 #LI-Hybrid

Responsibilities

Essential Functions and Primary Duties

• Utilize working knowledge of the banking and insurance industry along with demonstrated banking and insurance tax technical skills to provide value-added consulting and compliance products to our banking and insurance clients
• Manage tax provision, compliance, and consulting engagements for both domestic and global banking and insurance entities
• Implement business development strategies with existing clients and targets
• Able and willing to work at client location when conditions are safe, but remote or hybrid arrangements will be considered.
• Research, analyze and develop solutions for various client business issues
• Effectively manage teams and develop strong and long-lasting client relationships
• Drive a team environment; demonstrate support of management decisions and build a positive culture
• Additional responsibilities as assigned

Preferred Qualifications

• Bachelor's degree in Accounting or other relevant field required
• Master's degree in Accounting or Taxation preferred

Qualifications

Minimum Qualifications

• Bachelor's degree required
• 8 years experience in public accounting or related field
• 5 years supervisory
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• 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, 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.