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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in public accounting with a focus on client engagement management, financial statement preparation, and team leadership. Proficient in developing client relationships and managing multiple assignments while ensuring quality control and compliance.
Highest-signal resume keywords
Active CPA CertificationPublic Accounting ExperienceClient Engagement ManagementSupervisory ExperienceFinancial Statement Preparation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial StatementTax ReturnWorkpaperEngagement BudgetingQuality Control StandardsClient DevelopmentProposal DevelopmentVariance ExplanationQualified Plan Needs
Soft Skills
Communication SkillsTeam LeadershipMentoringProblem SolvingClient Relationship Management
Tools & Technologies
Applicable Technology
Certifications & Qualifications
CPA Certification
Industry Keywords
Public AccountingClient EngagementQuality ControlFinancial ServicesBusiness Development
About the role
Key responsibilities & impact- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Make recommendations on internal department procedures
- Recognize business opportunities for clients and CBIZ
- Assume significant client responsibility as client's trusted advisor; identify client issues and conflicts and proactively communicate solution options
- Manage staff on engagement deliverables, including financial statements, tax returns, and workpapers; complete technical and strategic reviews to ensure quality control standards
- Support new client development with upper management; participate in client meetings, presentations, proposal development, and cross-serve goals
- Manage billing and realization for assigned clients; develop engagement budgets and explain variances
- Understand clients' Qualified Plan needs as applicable
- Supervise, train, mentor, and evaluate staff
- Foster a positive team environment and support management decisions
- Perform additional responsibilities as assigned
Requirements
What you’ll need- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory experience
- 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
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🛡️ Insurance 🏥 Healthcare 🏭 Manufacturing Insurance
- Healthcare
- Manufacturing CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Senior Tax Manager – Construction and Real Estate 🔥 44 minutes ago 🏢🏡 New Haven – Hybrid 💵 $140k - $200k / year ⏰ Full Time 🟠 Senior 💰 Tax 🦅 H1B Visa Sponsor 👻 Ghost score 1% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Make recommendations on internal department procedures
- Recognize business opportunities for clients and CBIZ
- Assume significant client responsibility as client's trusted advisor; identify client issues and conflicts and proactively communicate solution options
- Manage staff on engagement deliverables, including financial statements, tax returns, and workpapers; complete technical and strategic reviews to ensure quality control standards
- Support new client development with upper management; participate in client meetings, presentations, proposal development, and cross-serve goals
- Manage billing and realization for assigned clients; develop engagement budgets and explain variances
- Understand clients' Qualified Plan needs as applicable
- Supervise, train, mentor, and evaluate staff
- Foster a positive team environment and support management decisions
- Perform additional responsibilities as assigned 🎯 Requirements
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory experience
- 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score View More Tax Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Remote jobs Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources About us Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass Resume Review AI Apply Copilot OpenClaw job finder API docs Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs