Manager · National
CBIZ, Inc. · Morristown, New Jersey · Hybrid
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Manage trust and estate tax engagements, supervise staff, perform technical reviews and develop client relationships for middle market clients.
Worth knowing: Must be able to travel based on client and business needs.
Company: Job title: Tax Manager I Trust & Estate Location: Morristown, NJ, United States #LI-CL1 #LI-Hybrid Essential Functions and Primary Duties Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc. Understand the client’s organization, procedures and internal policies Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve Manage and retain multiple client relationships, engagements and special projects Develop overall engagement budget Consistently meet charge hour goals Responsible for billing and realization on assigned clients; explain variances Supervise, train and mentor staff; listen and communicate effectively Foster a team environment; demonstrates support of management and decisions and build a positive culture Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves Additional responsibilities as assigned Preferred Qualifications Master’s degree in Accounting, Taxation or related field Minimum Qualifications 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 CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide.
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