CBIZ · 1 week ago
Tax Manager
Costa Mesa, CA
Full-time
Hybrid
Senior Level
6+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Tax Manager will oversee tax engagements, manage staff, and ensure compliance with accounting standards while providing advanced tax solutions to clients.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Responsibilities
Demonstrates thorough technical knowledge of accounting standards and reporting standards in researching, completing, and reviewing technical areas
Identifies tax risk management issues and proposes potential solutions through research and collaboration with Engagement Partner
Reviews tax procedures, engagement workpapers and financial statements without supervision
Completes thorough review of tax workpapers on a timely basis and assures audit evidence is in accordance with firm’s documentation standards
Addresses questions on advanced technical accounting matters from team members and upper-level client management
Prepares advanced level tax returns and reviews intermediate to advanced level tax returns
Monitors that tasks are assigned and completed on a timely basis and reviews workflow
Oversees Seniors and Staff while coordinating the day-to-day duties of planning, tax work, and wrap-up
Manages multiple assignments inside an engagement
Communicates with Partners on work status and client issues that arise
Conducts research, consults with team members, draws conclusions, and prepares memos based on target issues
Contains advanced knowledge of applicable accounting software (e.g. CCH Axcess, Engagement, GoFileRoom, etc.)
Leads small to medium-sized engagements with finalized document and report requiring minimal change upon review
Performs top review of returns, workpapers, and issues
Acts as primary client contact and liaison for complex issues that staff are unable to resolve; communicates effectively with clients and develop positive relationships with client personnel
Supervises, trains and mentors tax staff
Stays current on technical and industry developments and standards while evaluating potential impacts on their client engagements
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
Bachelor's degree with a preference of study in Accounting or related field
5+ years of relevant work and industry experience
Prior experience managing engagements and clients
Ability to work independently, but also work well with others
Enrolled Agent designation
Strong technical and broad-based advisory and client management skills
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