Tax Senior Manager | Banking and Insurance
CBIZ#LI-JO1 #LI-Hybrid
Essential Functions and Primary Duties
- Utilize working knowledge of the banking and insurance industry along with demonstrated banking and insurance tax technical skills to provide value-added consulting and compliance products to our banking and insurance clients
- Manage tax provision, compliance, and consulting engagements for both domestic and global banking and insurance entities
- Implement business development strategies with existing clients and targets
- Able and willing to work at client location when conditions are safe, but remote or hybrid arrangements will be considered.
- Research, analyze and develop solutions for various client business issues
- Effectively manage teams and develop strong and long-lasting client relationships
- Drive a team environment; demonstrate support of management decisions and build a positive culture
- Additional responsibilities as assigned
Preferred Qualifications
- Bachelor's degree in Accounting or other relevant field required
- Master's degree in Accounting or Taxation preferred
Minimum Qualifications
- Bachelor's degree required
- 8 years experience in public accounting or related field
- 5 years supervisory
- Must have active CPA or equivalent certification
- 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
- Must be able to travel based on business needs