Tax Manager

CBIZ

. Demonstrates thorough technical knowledge of accounting and reporting standards .

Posted 9/17/2026full-timeGreenfield • Massachusetts • United StatesMid-LevelSenior💰 $115,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced technical knowledge of accounting and reporting standards, with a strong focus on tax risk management and client engagement. Proficient in managing multiple assignments, supervising staff, and maintaining effective communication with clients and team members.

Highest-signal resume keywords

CPA CertificationTax Risk ManagementClient Engagement ManagementSupervisory ExperienceAdvanced Accounting Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationFinancial Statement ReviewTax Procedure ReviewResearch and AnalysisWorkflow Management

Soft Skills

Verbal CommunicationWritten CommunicationTeam LeadershipRelationship Building

Tools & Technologies

CCH AxcessEngagementGoFileRoom

Certifications & Qualifications

CPAEnrolled Agent

Industry Keywords

Public AccountingTaxationAccounting StandardsClient ManagementAudit Evidence

About the role

Key responsibilities & impact

Demonstrates thorough technical knowledge of accounting and reporting standards
Identifies tax risk management issues and proposes solutions through research and collaboration with the Engagement Partner
Reviews tax procedures, engagement workpapers, and financial statements without supervision
Reviews tax workpapers timely and ensures audit evidence meets firm documentation standards
Addresses advanced technical accounting questions from team members and upper-level client management
Prepares advanced-level tax returns and reviews intermediate- to advanced-level tax returns
Monitors task assignment and completion and reviews workflow
Oversees Seniors and Staff and coordinates planning, tax work, and wrap-up duties
Manages multiple assignments within an engagement
Communicates work status and client issues to Partners
Conducts research, consults with team members, draws conclusions, and prepares issue-based memos
Uses advanced knowledge of accounting software such as CCH Axcess, Engagement, and GoFileRoom
Leads small- to medium-sized engagements with finalized documents and reports requiring minimal review changes
Performs top review of returns, workpapers, and issues
Serves as primary client contact and liaison for complex issues
Develops positive relationships with client personnel
Supervises, trains, and mentors tax staff
Stays current on technical and industry developments and standards and evaluates impacts on client engagements

Requirements

What you’ll need

Bachelor’s degree
5 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 verbal and written communication throughout all organizational levels, 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
Preferred: 5+ years of relevant work and industry experience
Preferred: Prior experience managing engagements and clients
Preferred: Enrolled Agent designation
Preferred: Strong technical and broad-based advisory and client management skills

Benefits

Comp & perks

Hybrid work arrangement
Opportunities for personal and professional growth
Employer-of-choice environment with team member recognition and appreciation