Tax Senior Manager | Private Credit Fund Outsourcing (Boston)

#LI-DE1 #LI-HybridCBIZ 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.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. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Minimum QualificationsBachelor's degree required8 years experience in public accounting or related field5 years supervisoryMust have active CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on business needsAre you a tax accountant focused on Private Equity that is looking to expand your knowledge beyond primarily tax compliance? Did you find yourself in a stressful busy season, questioning where do I go from here? Look no further than our CBIZ Private Equity Co-Sourcing team!We are seeking candidates with Private Debt Fund/Private Credit Fund experience who are interested in providing co-sourcing/outsourcing services for Credit-Focused Alternative Asset Managers. Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects. We offer an opportunity to work on rewarding, high-profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment.Essential Functions and Primary DutiesServe as client's trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives.Identify client issues and conflicts; proactively communicate solution options to client and teamReview of all federal and state tax returns and K-1s and related filingsReview and respond to federal and state notices receivedAssist in gathering data and reviewing schedules to be used in preparing tax returnsCoordinate tax compliance processes with clients' functional teams and clients' external service providersPrepare year end estimatesManage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); 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 budgetUnderstand the client's organization, procedures and internal policiesManage and retain multiple client relationships, engagements and special projectsResponsible for billing and realization on assigned clientsAble and willing to work with client personnel at client location, as neededAssist with developing engagement budgets, billing and ensuring desired realization on assigned clientsIdentify need for staffing resources and manage scheduling process for staffSupervise, train and mentor staff; listen and communicate effectivelyFoster a team environment; demonstrates support of management and decisions and builds a positive cultureParticipating in practice development activities that lead to the generation of new business and the opportunities for cross-servesAdditional responsibilities as assignedPreferred QualificationsMaster's degree in accounting, Finance or related fieldPosting Date: 2026-01-27