Tax Supervisor | Private Client Services; PCS

Join to apply for the Tax Supervisor | Private Client Services (PCS) role at CBIZ
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San Jose, CA $-$

• Supervise all aspects of accounting, tax or audit engagements for clients, including status updates to engagement managers and adherence to all quality control standards.
• Develop a thorough understanding of the client's business, contributing to the analysis and planning of client engagements.
• Adhere to engagement budget constraints and complete assigned tasks within the time requested, explaining variances when needed.
• Achieve charge hour goals.
• Review engagement team members’ accounting, tax or auditing work, providing constructive review points.
• Supervise and guide team members on engagements, fostering a collaborative and productive work environment.
• Train and mentor engagement team members, supporting their technical and professional development.
• Assist in the client billing process with Managers, Directors or Managing Directors.
• Identify an industry or area of specialization and develop skills, knowledge and expertise in that area.
• 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.
• Execute administrative duties as assigned.
• Additional responsibilities as assigned.

• Bachelor's degree required;
  Master's degree preferred in Accounting, Taxation or related field.
• At least 3 years of experience in public accounting or related field.
• 1 year supervisory experience preferred.
• CPA candidates preferred.
• 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.

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 22 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.