CBIZ · 1 day ago
Tax Senior Manager | Private Credit Fund Outsourcing
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Tax Senior Manager role involves providing co-sourcing and outsourcing services for Credit-Focused Alternative Asset Managers, managing client relationships, and overseeing tax compliance processes.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Responsibilities
Serve as client’s trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives
Identify client issues and conflicts; proactively communicate solution options to client and team
Review of 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 clients’ external service providers
Prepare year end estimates
Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
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
Able and willing to work with client personnel at client location, as needed
Assist with developing engagement budgets, billing and ensuring desired realization on assigned clients
Identify need for staffing resources and manage scheduling process for staff
Supervise, train and mentor staff; listen and communicate effectively
Foster a team environment; demonstrates support of management and decisions and builds a positive culture
Participating in practice development activities that lead to the generation of new business and the opportunities for cross-serves
Additional responsibilities as assigned
Qualification
Required
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
Preferred
Master's degree in accounting, Finance 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