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.
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.
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 with real estate clients.
- Serve as client’s trusted advisor, demonstrate knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
- Manage compliance and consulting in areas of Section 1031 exchange, Section 754 step-up, Section 163(j) interest limitation, Section 1231 gain/loss calculations, and analyze and implement certain aspects of partnership/LLC operating agreements with respect to tax applications.
- 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.
- Understand your clients’ goals and needs and service clients directly.
- Own client relationships and work.
- Strategize with Managing Directors regarding planning.
- Provide clients with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients.
- Research tax and accounting issues and provide guidance to clients.
- Work closely with staff and assist senior management in mentoring, coaching, training, supervising, and evaluating staff.
- Foster a team environment; demonstrate support of management and decisions and build a positive culture.
Preferred Qualifications
- Master’s degree preferred in Accounting, Taxation, or related field.
Minimum Qualifications
- Bachelor’s degree required; Master’s degree preferred in Accounting, Finance or relevant field.
- 7 years experience in public accounting or related field.
- 5 years supervisory experience.
- Must have and preserve required licenses.
- 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.
The annual salary target for this job in this market is $140,000 - $200,000. 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, 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 and much more.
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