Tax Senior Associate | Private Equity Outsourcing

Tax Senior Associate | Private Equity Outsourcing Job Info

• Job Identification 4873
• Posting Date 06/02/2026, 02:13 PM
• Locations 53 State Street, 17th Floor, Boston, MA, 02109, US (Hybrid)
• Base Range Info Compensation for this role will be based on the background of the individual selected for this position. For more details see the “About Us” section.
• Base Range $80,000 - $130,000

Are 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 Tax Co‑Sourcing team!

We are seeking candidates with Private Equity experience who are interested in providing co‑sourcing/outsourcing services for global Private Equity Funds. 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.

• Review of all federal and state tax returns and K‑1s and related filings
• Assist in gathering data and preparing schedules to be used in preparing tax returns
• Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
• Review quarterly and year‑end estimates
• Assist in reviewing and responding to federal and state tax notices
• Support clients’ tax function’s operational processes
• Oversee, train and assist associate team members
• Able and willing to work with client personnel at client location, if needed
• Meet time restraints and deadlines
• Support lead person in charge of tax engagement
• Begin to build and develop quality relationships with clients
• Become proficient at tax research
• Assist with other projects as necessary

• Master's in Accounting, Finance or related field

• Bachelor’s degree required;
  Master’s degree preferred in Accounting, Taxation or related field
• 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.

At this time, CBIZ is not engaging with applicants who require sponsorship.

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.