Tax Manager - Real Estate

Locations 3925 River Crossing Pkwy #100, Indianapolis, IN, 46240, US (Hybrid)Essential Functions and Primary

Duties

• Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• 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
• Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
• Understand the client's organization, procedures and internal policies
• Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
• Manage and retain multiple client relationships, engagements and special projects
• Consistently meet charge hour goals
• Responsible for billing and realization on assigned clients; explain variances
• Supervise, train and mentor staff; listen and communicate effectively
• Foster a team environment; demonstrates support of management and decisions and build a positive culture
• Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
• Additional responsibilities as assigned

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field

Minimum Qualifications

Required

• 5 years of experience in public accounting or related field3 years supervisory experience
• Must have active CPA or equivalent certification
• Ability to manage all aspects of client engagements
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Must be able to travel based on client and business needs
• Proficient use of applicable technology
• Compensation &

Benefits

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position.

Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more. This posting will remain open for a minimum of three days and may close at any time thereafter.

Equal Opportunity Employer

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law.

If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.#J-18808-Ljbffr

Skills

• Billing, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Retention/Renewal, Dental Insurance, Disability Insurance, Estate Management, Financial Statements, Health Insurance, Healthcare, Healthcare Reimbursement, Identify Issues, Industry/Trade Analysis, Legal, Life Insurance, Medical Conditions, Mentoring, Property Tax, Proposal Development, Public Accounting, Quality Control, Quality Metrics, Sales Presentation, Tax Accounting, Tax Returns, Technical Strategy, Time Management, Trend Analysis, Willing to Travel, Writing Skills

About the Company

CBIZ