CBIZ Looking for Tax Manager | Healthcare at Indianapolis, IN  Full Time

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:

• 2022 Best and Brightest Companies to Work for in the Nation
• 2023 Top Workplaces USA
• 2022 America’s Best Mid-Size Employers
• 2022 Best and Brightest Companies in Wellness
• 2022 Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

CBIZ Somerset, formerly Somerset CPA’s & Advisors, is a relationship driven accounting and advisory firm that is always looking for smart, ambitious, friendly people to join our team in Indianapolis! Our successful tax professionals know that building solid relationships with our clients is as important as effectively leading others through an engagement. As a Healthcare Tax Manager, your impact goes beyond theory and compliance. At CBIZ Somerset, you have the ability to make a difference and advance your career through demonstrated leadership, welcoming new challenges, and recognizing the potential in others.

Essential Functions and Primary Duties

• In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills to support physician practices, surgical centers and other clients in the healthcare space
• Serve as client’s trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
• 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
• Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.)
  
• 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
• 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

• Bachelor’s degree
• 6 years of experience in public accounting or related field
• 3 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