Tax Senior Associate I, Private Client Services

CBIZ

Tax Senior Associate managing accounting and tax engagements for clients in a hybrid setup. Collaborating with teams to ensure timely completion of projects and maintaining client relationships.

Posted 5/28/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesSenior💰 $80,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🤝 B2B 💸 Finance 🏢 Enterprise B2B
Finance
Enterprise CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Tax Senior Associate I, Private Client Services 🔥 1 hour ago 🏢🏡 Boston – Hybrid 💵 $80k - $130k / year ⏰ Full Time 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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 🎯 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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs Human Resources Manager – Client Services 🕒 May 20 Bank of America 10,000+ employees 🏦 Banking 💸 Finance 💳 Fintech Website LinkedIn All Job Openings HR Manager responsible for developing HR strategies and managing workforce activities at Bank of America. Collaborating with leaders to drive business results in Consumer and Small Business Client Services. 🏢🏡 Boston – Hybrid 💵 $115k - $160k / year ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor Tax Manager – Private Client Services 🕒 May 7 EisnerAmper 1001 - 5000 💸 Finance ☁️ SaaS Website LinkedIn All Job Openings Tax Manager managing tax compliance and consulting services for private clients at EisnerAmper. Leading audits and training junior staff while fostering a collaborative culture. 🏢🏡 Boston – Hybrid 💰 Debt Financing on 2021-08 ⏰ Full Time 🟡 Mid-level 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor Senior Manager – Private Client Services 🕒 December 18, 2025 EisnerAmper 1001 - 5000 💸 Finance ☁️ SaaS Website LinkedIn All Job Openings Tax Senior Manager leading Private Client Services team at EisnerAmper. Overseeing tax engagements, consulting, and client relationships in a hybrid work environment. 🏢🏡 Boston – Hybrid 💰 Debt Financing on 2021-08 ⏰ Full Time 🟠 Senior 📁 Client Services 🦅 H1B Visa Sponsor View More Client Services Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

accountingtaxauditfinancial analysisbudget managementclient billingengagement managementquality controlsupervisionmentoring

Soft Skills

communicationtime managementprioritizationteam leadershipconstructive feedbackbusiness acumenclient engagementanalytical thinkingproblem-solvingcollaboration

Certifications

CPABachelor's degree in AccountingMaster's degree in AccountingMaster's degree in Taxation