CBIZ · 6 days ago
Tax Senior Manager | Banking and Insurance
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expCBIZ is a leading professional services advisor to middle market businesses and organizations nationwide. They are seeking a Tax Senior Manager with expertise in banking and insurance tax experience to provide consulting and compliance services, manage engagements, and develop client relationships.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Responsibilities
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
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
Bachelor's degree in Accounting or other relevant field required
Master's degree in Accounting or Taxation preferred
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
2026-01-22
2025-12-18
Company data provided by crunchbase