Corporate Tax Manager

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States. With more than 35 offices and more than 3,000 professionals in our Financial Services division, 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.

With more than 40 years of solid business experience and innovative thinking, CBIZ MHM, LLC - New York delivers a full line of value-added accounting and tax services to a variety of industries within the middle market. As the 10th largest accounting provider in the country, we provide our clients with high quality, industry leading expertise combined with a personalized level of service delivered at the local level. From advisory, audit and tax, to valuation services and business consulting, we are known for being attentive to clients' needs and committed to maximizing all aspects of our clients' financial interests. CBIZ MHM, LLC - New York's industry groups - which include apparel & consumer products, retail, manufacturing, professional service organizations, non-profit, technology and private equity - offer clients the right balance of comprehensive services and personalized attention.

The New York City office of CBIZ MHM, LLC is currently seeking a highly motivated Manager experienced in servicing High Net Worth (HNW) individuals and family groups to work in its Family Office Services (FOS) group. Our FOS group is dedicated to assisting small business, high net worth individuals and family groups with financial planning, and a diverse array of accounting and tax services. This is your opportunity to position yourself for professional growth and advancement in an exciting and dynamic firm.

Essential Functions and Primary Duties

  • Review client ledgers and financial reports
  • Budgeting/Cash flows
  • Able to analyze and account for brokerage and investment activity
  • Personal financial statements

Preferred Qualifications

  • Minimum of 6 years of experience in accounting (CPA preferred but not required)
  • Reviewing complex tax returns including federal and multi-state returns for C Corporations, S Corporations, partnerships, high net worth individuals, trusts & estates, and foundations (Heavy emphasis on C Corporations)
  • Basic knowledge of human resource practices
  • Family office background preferred
  • Combination of experience with both business and personal accounting
  • Knowledge of individual/business taxes
  • Payroll
  • Partnership/entity knowledge
  • Familiar with trusts, not for profit entities, and foundations
  • Able to work in a team setting
  • Able to develop rapport with professional advisors
  • Able to put in and manage process to improve workflow
  • Able to train, grow and develop staff
  • Set and manage staffing priorities
  • Manage multiple projects simultaneously
  • Experience w/payroll taxes and 1099’s (Household/Business)
  • Understands internal controls
  • Sales tax
  • Detail orientated, organized and dependable
  • Excellent written and oral communication skills, outgoing, to develop rapport with clients & staff
  • Able to maintain highest degree of client confidentiality
  • Analytical skills
  • Able to prioritize
  • Problem solving skills

Minimum Qualifications

  • Bachelor’s degree required; Master’s Degree preferred in Accounting, Taxation, or related field
  • 6 years of experience in public accounting or related field
  • 3 years of 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 organization, both internally and externally
  • Must be able to travel based on business needs
  • Proficient use of applicable technology

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 click here.