Lead tax accounting representative at FIS managing trust tax accounts and ensuring compliance across multiple filings. Collaborating with the team to resolve complex tax issues and filings in US trust tax context.
About the role
- Outsourced Accounting Senior Manager at CBIZ managing client engagements and developing staff while ensuring compliance and quality controls. Role involves leadership in public accounting and business development.
Responsibilities
- Regarded as a Subject Matter Expert within business unit and shares knowledge
- Make recommendations on internal department procedures
- Recognize business opportunities for our clients and for CBIZ
- Relied upon for knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to management and team
- Manage staff on engagement deliverables; complete reviews as a member of the final review team to ensure quality control standards are met
- Responsible for new client development in partnership with upper management; participate in client meetings and presentation and proposal development
- Understand client’s Qualified Plan needs
- Supervise, train and mentor staff; listen and communicate effectively
- Work to develop responsible, trained staff by conducting performance feedback and evaluations
- Drive a team environment; demonstrate support of management decisions and builds a positive culture
- Additional responsibilities as assigned
Requirements
- Bachelor's degree required
- 8 years of experience in public accounting or related field
- 5 years supervisory
- Ability to manage all aspects of client engagements
- 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
- Availability to travel based on business needs
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