• Consult with clients on business processes such as succession and tax planning
• Lead, schedule, supervise, and review tax engagements
• Develop and train team members to help them build inspired careers
• Foster and build opportunities for clients, communities, and people
• Become an industry professional and attend industry-leading events and trainings
• Perform tax procedures according to engagement size and complexity
• Review complex individual and corporate tax returns

Tax Manager – Director

• Provide planning and consulting to Higher Education, HealthCare, and non-profit organizations
• Improve the value of clients' benefits programs and ensure client satisfaction
• Build, maintain, and develop relationships with key decision makers, influencers, and C-suite committee members
• Manage a book of business comprising 25–30 Eastern-region clients with approximately $30m–$100m in defined contribution assets
• Seek feedback, anticipate client needs, and proactively provide solutions
• Engage key decision makers and advisors/consultants to understand client needs and opportunities
• Monitor trends impacting client satisfaction and develop response plans
• Maintain awareness of client business, competition, industry, and marketplace changes
• Lead external business planning and service reviews
• Position products and services to support clients' benefits goals
• Work with consultants on inquiries, plan sponsor presentations, plan design, products, technology, customer issues, fund changes, revenue requirements, pricing, thought leadership, and plan analytics
• Build long-term relationships with consultants and advisors in partnership with Consultant Relations
• Collaborate with business partners to drive operational accuracy, efficiency, and problem resolution
• Lead internal teams in resolving client problems and offering solutions

Managing Director, Tax-Exempt Market

• 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

Tax jobs in Connecticut

Tax Manager – Director

Managing Director, Tax-Exempt Market

Senior Tax Manager – Construction and Real Estate