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Private Client Services Tax Manager

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POST DATE 8/27/2016
END DATE 10/12/2016

Cbiz Akron, OH

Company
Cbiz
Job Classification
Full Time
Company Ref #
4981
AJE Ref #
575991932
Location
Akron, OH
Experience
Mid-Career (2 - 15 years)
Job Type
Regular
Education
High School Diploma or GED

JOB DESCRIPTION

APPLY
CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top ten accounting services providers in the United States. With more than 35 offices and more than 2,000 professionals, we serve the country s growing mid-market public and private businesses. MHM provides high quality audit and attest services while closely associated CBIZ provides all other accounting, tax and consulting services. CBIZ & MHM are devoted to providing you with a challenging, motivating environment to guide your success in this profession.

We're seeking an addition to our Akron Private Client Services team. The Private Client Services Tax Manager will provide advisory services to individuals and senior level executives of publicly traded and privately held companies on income tax, estate and gift planning, personal financial planning, cash flow analysis and retirement planning.

In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management and client service skills by:

Essential Functions and Primary Duties:

* Planning and managing multiple client engagement and simultaneously

* Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations

* Understanding your client goals and needs and servicing clients directly

* Owning client relationships and work

* Strategizing with Managing Directors regarding tax planning

* Giving clients recommendations and guidance on how to achieve their goals

* Assist in identifying opportunities for growth with clients

* Researching tax issues and providing guidance to clients

* Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff

Minimum Qualifications:

* Bachelor s degree preferred or High School Diploma and 7 years of relevant 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

Come grow your career with CBIZ MHM!

Equal Opportunity Employer committed to employment of Females, Minorities, Persons with Disabilities and Veterans.

An E-Verify Employer





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, 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 following URL for more information: http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf