Tax Senior Associate

Essential Functions and Primary Duties

• 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, Sure Prep, 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

• Master’s degree in Accounting, Taxation or related field
• Bachelor's degree with a preferred field of study in Accounting
• CPA eligible
• 3+ years' or relevant work and industry experience
• Excellent verbal and written communication skills
• Strong interpersonal skills
• Ability to work independently, but also work well with others
• CPA license or on track to obtain
• Software Experience - CCH Axcess Tax, Microsoft Office 365

• 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
• 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

The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. 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.

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.