Senior Tax Associate I Private Client Service

CBIZ

$80K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field
  • 2 years of experience in public accounting or related field
  • CPA candidates preferred
  • Ability to manage deadlines and prioritize multiple assignments
  • Strong verbal and written communication skills across all organizational levels
  • Proficient in applicable technology
  • Willingness to travel for client and business needs

Responsibilities

  • Complete all aspects of accounting, tax, and audit engagements for clients
  • Demonstrate an understanding of the client's business and plan engagements accordingly
  • Adhere to engagement budget constraints and explain variances if necessary
  • Achieve charge hour goals
  • Review and provide constructive feedback on associates' work
  • Supervise associates on engagements as needed
  • Train and mentor associate staff

Benefits

  • Hybrid working model
  • Engagement in practice development activities through referrals
  • Opportunities for training and professional development
  • Involvement in a variety of accounting specializations
  • Collaboration with a broad range of clients and industries
Full Job Description
Job Description

#LI-MC3 #LI-HYBRID

Responsibilities

Essential Functions and Primary Duties
  • Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
  • Demonstrate understanding of the client's business including analysis and planning of client engagements
  • Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
  • Achieve charge hour goals
  • Review associates' accounting, tax or auditing work: provide constructive review points
  • May supervise associates on engagements
  • Train and mentor associate staff
  • May be involved in the client billing process by assisting Managers or Directors
  • Identify and begin to develop knowledge in selected specialty practice
  • Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
  • Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
  • Execute administrative duties as assigned
  • Additional responsibilities as assigned

Preferred Qualifications
  • Master's degree in Accounting, Taxation or related field


Qualifications

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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