#LI-CL1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
- Lead tax compliance and consulting engagements for a diverse portfolio of nonprofit and educational organizations, including public charities, private foundations, educational and health & human services organizations
- Review and oversee preparation of complex nonprofit tax filings, including Forms 990, 990-1, 990-PF, state charitable registrations and related informational returns.
- Serve as a trusted advisor to nonprofit clients on tax-exempt compliance matters, including UBIT, executive compensation, intermediate sanctions, charitable contribution rules and private foundation regulations
- Partner with audit, advisory and consulting teams to deliver integrated solutions and identify opportunities to expand client relationships across broader firm service lines.
- Help lead & grow the Exempt Organizations tax practice
- Work with other nonprofit tax professionals in the firm to further Industry goals
- Present tax filings, key tax matters, and compliance considerations to Audit Committees, provide technical guidance on nonprofit tax matters, including exempt status maintenance, structuring considerations, unrelated business activities, and emerging regulatory developments.
- Develop and mentor tax professionals, fostering technical excellence, accountability, and strong client service within the nonprofit tax practice.
- Build and maintain strong client relationships with CEOs, CFOs, controllers, audit committees, and board leadership in the nonprofit sector.
- Stay current on federal, state, and local tax developments impacting exempt organizations and proactively communicate practical implications to clients and internal teams
- Expand revenue of existing clients
- Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
- Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
- May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
- Serve as key client contact; viewed as a trusted business advisor by clients
- Ensure quality control standards are met
- Responsible for managing staff
- Act as an internal advisor on technical matters as a Subject Matter Expert
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
Preferred Qualifications
- Master's degree preferred in Accounting, Taxation or related field preferred
Qualifications
Minimum Qualifications
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- Bachelor's degree
- 8 years of experience in public accounting or related field
- 6 years of supervisory experience
- Active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize
- Proficient use of applicable technology
- Demonstrated verbal and written communication across all organizational levels
- High level of business integrity, client service and leadership skills
- Ability to travel based on client and business needs
- Master's degree in Accounting, Taxation, or related field
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
