Tax Senior Manager | Banking and Insurance

#LI-DE1 #LI-Hybrid

We are seeking candidates with preferably both banking and insurance tax experience who are interested in providing consulting and co-sourcing (tax accounting and compliance) services for these financial service segments, working with CBIZ team members and client personnel virtually or at the client location. In co-sourcing engagements, team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects. We offer an opportunity to work on rewarding, high-profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment.

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

 

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