Tax Senior Associate | Corporate

CBIZ, Inc.

$75K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Taxation, or related field; Master's degree preferred.
  • 2 years of experience in public accounting or a related field.
  • CPA candidates are preferred, indicating a strong alignment with industry standards.
  • Ability to manage deadlines and prioritize multiple assignments effectively.
  • Strong verbal and written communication skills across all organizational levels.
  • Proficiency in relevant accounting technology and software.
  • Willingness to travel as required for client engagements.

Responsibilities

  • Complete all facets of accounting, tax, and audit engagements for clients while maintaining quality control standards.
  • Analyze and plan client engagements to demonstrate a thorough understanding of their business.
  • Adhere to engagement budget constraints and explain variances where necessary.
  • Achieve assigned charge hour goals to optimize productivity.
  • Review the work of associates, providing constructive feedback for improvement.
  • Supervise and mentor associate staff, fostering their professional development.
  • Engage in client billing processes, assisting managers or directors as needed.
  • Leverage specialized industry knowledge to integrate cross-serving opportunities in client work.
  • Participate in practice development activities through organizational memberships that lead to potential client referrals.
  • Execute any additional administrative duties as needed.

Benefits

  • Hybrid work model providing flexibility in work location.
  • Opportunities for professional growth through mentorship and training.
  • Participation in practice development activities.
  • Engagement in a collaborative and team-oriented environment.
Full Job Description
Job Description

#LI-KH1 #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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