Tax Supervisor - Private Client Services (PCS)

Company: CBIZ, Inc.
Location: San Francisco
Posted on: February 1, 2025

Job Description:

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.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.Essential Functions and Primary Duties

• Complete all aspects of tax engagements for clients including status updates to engagement managers and adhere to all quality control standards as required.
• Demonstrate understanding of the client's business including analysis and planning of client engagements.
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed.
• Achieve charge hour goals.
• Review associates' tax work: provide constructive review points.
• May supervise Associates on engagements.
• Train and mentor associate staff.
• May be involved in the client billing process by assisting Managers or Directors.
• Identify and begin to develop knowledge in selected specialty practice.
• Leverage industry knowledge and business acumen blending cross-serve opportunities into client engagements.
• Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements.
• Working out of the San Francisco or San Jose office but will work with teams from both locations.
• Execute administrative duties as assigned.Preferred Qualifications
  • Master's degree in Accounting or related field.
  • CPA certification.
  • Private Client Services (PCS) experience.Minimum Qualifications
    • Bachelor's degree required.
    • 3 years of experience in public accounting or related field.
    • 1 year supervisory experience.
    • 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 client and business needs.The annual salary target for this job in this market is $110,000 - $130,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee's total compensation. Beyond income, should you become a full-time team member, 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, paid holidays, paid vacation, sick leave and much more.
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Keywords: CBIZ, Inc., San Jose , Tax Supervisor - Private Client Services (PCS), IT / Software / Systems , San Francisco, California