Tax Senior Manager | Banking and Insurance

CBIZ

$110K — $130K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or related field required
  • 8 years of experience in public accounting or similar area
  • 5 years of supervisory experience
  • Active CPA or equivalent certification
  • Strong communication skills across all organizational levels
  • Proficient with relevant technology

Responsibilities

  • Utilize banking and insurance tax knowledge to provide consulting and compliance services to clients
  • Manage tax provision and compliance engagements for domestic and global clients
  • Implement business development strategies with existing and potential clients
  • Research and analyze client business issues to develop effective solutions
  • Effectively manage teams and foster long-lasting client relationships
  • Drive a team culture that supports management decisions
  • Complete additional responsibilities as assigned

Benefits

  • Hybrid work arrangements with remote options based on safety
  • Opportunities for team development
  • Support for business travel as needed
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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