CBIZ

Senior Tax Associate – Private Equity Outsourcing

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: BostonMassachusettsUnited States

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Salary

💰 $84,000 - $110,000 per year

Job Level

About the role

  • Review of all federal and state tax returns and K-1s and related filings
  • Assist in gathering data and preparing schedules to be used in preparing tax returns
  • Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
  • Review quarterly and year-end estimates
  • Assist in reviewing and responding to federal and state tax notices
  • Support clients’ tax function’s operational processes
  • Oversee, train and assist associate team members
  • Able and willing to work with client personnel at client location, if needed
  • Meet time restraints and deadlines
  • Support lead person in charge of tax engagement
  • Begin to build and develop quality relationships with clients
  • Become proficient at tax research
  • Assist with other projects as necessary

Requirements

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax returnsK-1stax compliancetax researchdata gatheringschedulingreviewing tax noticesoperational processes
Soft Skills
communicationrelationship buildingtime managementprioritizationteam trainingclient interaction
Certifications
Bachelor’s degreeMaster’s degreeCPA