CBIZ · 3 days ago
Strategic Tax Manager
United States
Full-time
Remote
Senior Level
6+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Strategic Tax Manager will engage in a wide array of tax consulting projects, providing transaction planning for mergers and acquisitions while analyzing client situations to identify innovative tax-saving opportunities.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Christina Conrad
Responsibilities
Reviewing client and prospect tax positions to uncover more advantageous methods, structures, or planning opportunities
Assessing business operating structures, evaluating potential acquirers, and supporting the negotiation of favorable deal terms to maximize after-tax outcomes for clients
Leading the development and coordination of overall transaction strategies, understanding both business issues and owner objectives
Conducting research and technical analysis on topics such as Section 1202 gain exclusions, structuring for growth or business change, leveraging new tax legislation, and optimizing ownership and operating structures for efficiency
Regarded as a Subject Matter Expert within business unit and shares knowledge
Make recommendations on internal department procedures
Recognize business opportunities for our clients and prospects
Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
Manage staff and assist general service teams on engagement deliverables relate to consulting; complete reviews as a member of the final review team to ensure quality control standards are met
Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
Understand client’s goals, needs and vision
Supervise, train and mentor staff; listen and communicate effectively
Work to develop responsible, trained staff by conducting performance feedback and evaluations
Drive a team environment; demonstrate support of management decisions and builds a positive culture
Additional responsibilities as assigned
Qualification
Required
Bachelor's degree
6 years of experience in public accounting or related field
3 years 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 client and business needs
Proficient use of applicable technology
Preferred
Master's degree in Accounting, Taxation or related field
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2025-12-18
2025-12-09
Company data provided by crunchbase