CBIZ

Senior Tax Associate, Private Client Services

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: Merrimack • New Hampshire • United States

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Salary

💰 $84,000 - $110,000 per year

Job Level

Senior

About the role

  • 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

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
accounting standardsreporting standardstax preparationworkflow reviewclient engagementstaffing structure designdocument finalizationreport writing
Soft Skills
communicationleadershipmentoringtime managementprioritizationteam collaborationstrategic thinking
Certifications
Bachelor's degreeMaster's degreeCPA