Senior Tax Associate – Private Equity Outsourcing

CBIZ

Tax Senior Associate providing expertise in federal and state tax returns for Private Equity outsourcing. Supporting clients with compliance and operational processes in a collaborative environment.

Posted 6/2/2026full-timeBoston • Massachusetts • 🇺🇸 United StatesSenior💰 $80,000 - $130,000 per yearWebsite

About the role

Key responsibilities & impact

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

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

Flexibilidad en el horario laboral
Oportunidades de desarrollo profesional

ATS Keywords

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Applicant Tracking System Keywords

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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