CBIZ
10,000+ employees
Founded 1996
🤝 B2B
💸 Finance
🏢 Enterprise
B2B • Finance • Enterprise
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
Senior Tax Associate – Private Client Services
🕒 April 7
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
CBIZ
10,000+ employees
Founded 1996
🤝 B2B
💸 Finance
🏢 Enterprise
B2B • Finance • Enterprise
CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.
📋 Description
• Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas. • Addresses questions on technical accounting matters from team members and upper level client management • Has intermediate to advanced level tax preparation skills • Performs a detailed review of team’s workflow and monitors tasks to ensure they are assigned and completed on a timely basis • Manages multiple assignments inside an engagement • Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise • Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.) • Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job • Identifies opportunities to leverage staff including designing staffing structure of engagement • Leads small to medium sized assignments with finalized document and report requiring minimal change upon review • Trains, supervises and mentors lower level staff • Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives
🎯 Requirements
• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred • 2 years of experience in public accounting or related field • 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
🏖️ Benefits
• Health insurance • 401(k) matching • Flexible work hours • Paid time off • Professional development
Apply Now
