Tax Senior Associate

CBIZ, Inc.

• $80K — $110K *
San Mateo, CA 94402In-Person
Legal & Accounting
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or a related field, Master's preferred
  • CPA candidate or eligible for CPA
  • 2-3 years of public accounting or relevant industry experience
  • Intermediate to advanced level in tax preparation skills
  • Proficient with accounting software such as CCH Axcess Tax and Microsoft Office 365
  • Strong communication and interpersonal skills
  • Ability to manage multiple assignments and meet deadlines

Responsibilities

  • Review and research technical accounting and reporting standards
  • Address technical accounting questions from team members and client management
  • Conduct detailed workflow reviews and ensure timely task completion
  • Manage multiple assignments within engagements
  • Communicate work status and client issues to management
  • Participate in client engagement planning and execution
  • Mentor and supervise junior staff

Benefits

  • Hybrid work environment
  • Opportunities for professional development
  • Mentorship opportunities
  • Collaboration with experienced professionals
  • Dynamic and supportive team culture
Full Job Description
Job Description

#LI-JF1 #LI-Hybrid

Responsibilities

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, 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


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


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


* Ladders Estimates

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