Tax Senior | Private Client Services

CBIZ

• $80K — $95K *
Miami, FL 33134In-Person
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Taxation or related field required; Master's degree preferred
  • 2 years of experience in public accounting or related field
  • CPA candidates preferred
  • Ability to manage deadlines and prioritize tasks efficiently
  • Strong communication skills, both verbal and written
  • Proficient in relevant technology
  • Willingness to travel as needed based on client and business requirements

Responsibilities

  • Complete all aspects of accounting, tax and audit engagements for clients
  • Demonstrate understanding of client’s business through engagement analysis and planning
  • Manage tasks within budget constraints, explaining variances as necessary
  • Achieve targeted charge hour goals
  • Review and provide constructive feedback on associates' work
  • Supervise and mentor associates on engagements
  • Participate in practice development activities to drive new client referrals

Benefits

  • Flexible work environment with hybrid opportunities
  • Professional development and training initiatives
  • Potential involvement in diverse client engagements and industry specializations
  • Support for membership in professional organizations
  • Opportunities for career advancement and mentorship
Full Job Description
Job Description

#LI-AG1 #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


Similar Jobs

More Jobs at CBIZ

  • Tax Manager
    $95K — $115K *
    Memphis, TN 38109 (Shelby County)
    Legal & Accounting
    In-Person
  • Tax Manager
    $95K — $115K *
    Atlanta, GA 30349 (Fulton County)
    Legal & Accounting
    In-Person
  • Tax Manager
    $95K — $115K *
    St. Petersburg, FL 33710 (Pinellas County)
    Legal & Accounting
    Hybrid
  • Tax Manager
    $95K — $115K *
    Fort Lauderdale, FL 33311 (Broward County)
    Legal & Accounting
    In-Person
  • Tax Manager
    $95K — $115K *
    Nashville, TN 37211 (Davidson County)
    Legal & Accounting
    In-Person

More Legal & Accounting Jobs

Find similar Tax Senior | Private Client Services jobs: