Tax Senior Manager | Banking and Insurance

CBIZ

$120K — $145K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 8 years experience in public accounting or related field
  • 5 years supervisory experience
  • Active CPA or equivalent certification
  • Proficient in applicable technology

Responsibilities

  • Utilize knowledge of banking and insurance sectors to deliver consulting and compliance products
  • Manage domestic and global tax provision, compliance, and consulting engagements
  • Implement business development strategies with clients
  • Research and develop solutions for client business issues
  • Effectively manage teams and build strong client relationships
  • Foster a positive team environment and support management decisions
  • Additional responsibilities as assigned

Benefits

  • Remote or hybrid work arrangement options are available
  • Opportunities for professional growth and development
  • Engagement with a diverse range of clients in the banking and insurance sectors
  • Supportive team culture with emphasis on management support
  • Travel opportunities based on business needs
Full Job Description
Job Description

#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


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