Tax Manager | Asset Management (Co-Sourcing) (Remote)

$105,000 - $155,000/Yr

CBIZ - Boston, MA

Full-time - Mid Level

Remote - Boston, MA

5,001-10,000 employees

Professional, Scientific, and Technical Services

About the position

The position is for a Tax Accountant focused on Private Equity within CBIZ's Private Equity Tax Co-Sourcing team. The role involves providing co-sourcing and outsourcing services for Credit-Focused Alternative Asset Managers, assisting with all aspects of an in-house tax function, and managing multiple internal and external professional resources. The position offers opportunities to work on high-profile clients and engage in interesting technical matters while maintaining a work-life balance in a supportive environment.

Responsibilities

• Serve as client's trusted advisor, demonstrating proficient knowledge of technical skills, industry trends, and alternatives.
• Identify client issues and conflicts; proactively communicate solution options to client and team.
• Review all federal and state tax returns and K-1s and related filings.
• Review and respond to federal and state notices received.
• Assist in gathering data and reviewing schedules to be used in preparing tax returns.
• Coordinate tax compliance processes with clients' functional teams and external service providers.
• Prepare year-end estimates.
• Manage staff on engagement deliverables, ensuring quality control standards are met and on-time delivery.
• Understand the client's organization, procedures, and internal policies.
• Manage and retain multiple client relationships, engagements, and special projects.
• Responsible for billing and realization on assigned clients.
• Assist with developing engagement budgets and ensuring desired realization on assigned clients.
• Identify need for staffing resources and manage scheduling process for staff.
• Supervise, train, and mentor staff; communicate effectively.
• Foster a team environment and support management decisions.
• Participate in practice development activities that lead to new business opportunities.

Requirements

• Bachelor's degree in Accounting, Finance, or related field.
• 6 years of experience in public accounting or related field.
• 3 years supervisory experience preferred.
• Must have CPA or equivalent certification.
• 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 the organization, both internally and externally.
• Proficient use of applicable technology.
• Must be able to travel based on client and business needs.

Nice-to-haves

• Master's degree in Accounting, Finance, or related field.

Benefits

• Comprehensive medical and dental insurance
• Retirement savings
• Life and disability insurance
• Health care and dependent care reimbursement accounts
• Certification incentives
• Education assistance
• Referral program