Tax Senior Associate

Job Title

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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

Preferred Qualifications

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

Minimum Qualifications

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

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CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.