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, team members across more than locations in 21 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 In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills Serve as clients 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; 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 clients organization, procedures, and internal policies Reviewing complex tax returns including federal and multi-state tax returns Understanding your clients goals and needs and servicing clients directly Owning client relationships and work Strategizing with Managing Directors regarding tax planning Provide clients with recommendations and guidance on how to achieve their goals and 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 Foster a team environment; demonstrates support of management and decisions and build a positive culture Preferred Qualifications Masters degree preferred in Accounting, Taxation or related field Minimum Qualifications Bachelors degree required 6 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 the organization, both internally and externally Must be able to travel based on client and business needs Proficient use of applicable technology #LI-HS1 #LI-Hybrid