• 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

Senior Tax Associate

• Manage end-to-end year-end tax reporting processes for bank-issued products, including deposit accounts, lending products, and investment-related income streams
• Perform IRS TIN Matching and validation processes to ensure accurate customer tax identification and minimize backup withholding risk
• Prepare, validate, and distribute Forms 1099 and Forms 1042‑S for U.S. and non-U.S. clients
• Ensure compliance with IRS regulations, including withholding and reporting under Chapters 3 and 4 (FATCA), and backup withholding rules
• Reconcile tax reporting data to core banking systems, sub-ledgers, and the general ledger; research and resolve discrepancies
• Support withholding calculations, including adjustments related to corrected income classifications or client tax status changes
• Manage corrections and amended filings (1099/1042‑S) and ensure proper client notification
• Submit tax information returns and coordinate state-level reporting where applicable
• Maintain strong audit trails and documentation supporting tax reporting processes, controls, and reconciliations
• Partner with Compliance and Legal teams to interpret and implement regulatory changes impacting tax reporting
• Respond to inquiries from clients, internal stakeholders, and regulators related to tax reporting and withholding
• Identify and implement process improvements, including automation and enhanced data quality controls across reporting systems

Tax Reporting, AVP

• Execute project work plans, including reviewing data and supporting documentation for R&D tax credits under IRC Sections 41 and 174
• Assist in leading technical interviews with client personnel, such as scientists and engineers, to gather key project details
• Prepare and review appropriate quantitative and qualitative documentation to support project results using Microsoft Excel, Power BI, and Alteryx
• Assist in leading client meetings and internal team discussions to communicate project progress and findings
• Support client relationships by delivering exceptional client service and fostering collaboration with stakeholders
• Mentor and train associates through on-the-job technical guidance and coaching, helping them build foundational skills in tax consulting and technology
• Collaborate with managers and senior leadership to manage risk, execute reviews, and deliver high-quality outcomes
• Work in a fast-paced, team-oriented environment to meet deadlines and exceed client expectations

Senior Associate, R&D – Federal Tax Consulting Services

• Preparation of tax returns
• Basic tax research
• Learning foundations of tax concepts needed as a tax professional
• Support clients spanning a wide range of industries

Tax Intern

• Manage the preparation and review of IRS Forms 990, 990-T, 990-PF, and state filings for exempt organizations
• Advise clients on complex tax issues specific to exempt organizations
• Interpret and apply tax law to unique nonprofit issues and stay current on developments impacting the exempt sector
• Collaborate with other Crowe practice groups to provide integrated solutions to clients
• Oversee all phases of the engagement process
• Ensure the delivery of high-quality, timely work within budget and scope expectations
• Build and maintain strong client relationships
• Supervise, coach, and mentor staff and senior associates
• Identify and support training and development opportunities for team members
• Contribute to business development through proposal writing and client presentations

Tax Manager, Exempt Organizations

• Expand revenue of existing clients
• Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
• Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
• May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
• Serve as key client contact; viewed as a trusted business advisor by clients
• Ensure quality control standards are met
• May work directly with clients and manage staff
• Maybe the internal advisor on technical matters as a Subject Matter Expert
• Maybe a member of the Senior Operations Management Team
• Drive a team environment; demonstrate support of management decisions and builds a positive culture
• Additional responsibilities as assigned

Tax Director

• Prepares and files tax returns and reports in compliance with established deadlines.
• Responsible for determining tax implications of company actions and develops strategies for minimizing liability.
• Keeps abreast of changes in federal, state, and local tax legislation.
• Utilizes appropriate internal and external resources to monitor changes in applicable foreign tax legislation.
• Responsible for managing the tax reporting, tax planning, and compliance function.
• Oversee the completion of accurate tax returns to minimize the tax obligations of the organization.
• Manage international resources to ensure proper compliance of subsidiaries in all applicable jurisdictions.
• Provide innovative tax planning and review complex income tax returns.
• Identify and mitigate tax risks.
• Manage tax provision and tax compliance process.
• Own the sales/value-added tax process and compliance.
• Manage and coordinate tax audits.
• Maintain tax balances on general ledger.
• Prepare all tax papers in regular basis and handle all information data requests.
• Coordinate and manage transfer pricing policy compliance process.
• Lead projects on a cross-functional basis.
• Help develop and implement new projects, policies, and procedures for a department to meet key corporate initiatives.
• Develop key relationships with internal and external consultants and stakeholders.

Tax Manager

• Join our centralized tax processing team to prepare individual tax returns (Form 1040 and related schedules) in a paperless environment.
• Enter client data into tax prep software.
• Prepare tax returns in accordance with firm policies.
• Adhere to the firm’s written tax practice standards and the firm’s 1040 procedure manual.
• Ensure client confidentiality by following all company procedures regarding information handling.

Tax Preparer – Part-Time

• Prepare individual tax returns (Form 1040 and related schedules)
• Enter client data into tax prep software
• Prepare tax returns in accordance with firm policies
• Adhere to the firm’s written tax practice standards and the firm’s 1040 procedure manual
• Ensure client confidentiality by following all company procedures regarding information handling

Tax Preparer – Full-Time

• Assist Group companies established in the LATAM region in tax audits with the support of local advisors (if any)
• Assist in the development of secure and optimized tax solutions for various entities of the Group established in the LATAM region
• Ensure tax monitoring (potential tax initiatives that may impact the group) and conduct ad hoc studies and projects in the LATAM region (upon request)
• Be involved in restructuring operations (if any)
• Liaise and communicate with various internal and external stakeholders based in Europe, the US and LATAM
• Elaborate, complete, and share tax materials and supports to the Head Office and Regional Office
• Be involved in the validation of tax liabilities for Group entities established in the LATAM region
• Tax review of Group entities established in the LATAM region
• Provides written analysis and implementing solutions with respect to various tax matters/issues in an international context.

Tax Manager – LATAM & Caribbean

• Review U.S. and multi-state income tax returns for business entities, including C‐corporations, S-Corporations, partnerships, and fiduciary returns.
• Review U.S. and state individual income and gift tax returns.
• Prepare tax projections for individual and corporate clients.
• Conduct tax research as needed.
• Communicate with existing clients and colleagues regarding various tax matters.
• Engage in consulting and special projects as requested by clients.

Senior Tax Manager

• Reviewing individual and non-individual tax returns
• Assisting entire Tax practice in resolving day-to-day tax issues
• Communicating with federal and state tax authorities as needed
• Researching complex tax issues
• Managing engagement planning
• Mentoring and training staff
• Business development

Tax Manager, Real Estate

• Oversee multiple client service teams
• Provide thought leadership to the partner group
• Actively develop and mentor staff and managers
• Perform other job-related responsibilities as necessary

Senior Manager – Dealerships Tax Services

• Apply and grow strategic and tactical capabilities to exceed marketing, sales, and revenue goals
• Drive multi-channel acquisition, customer expansion and partner marketing plans for corporate tax products and services
• Develop and execute marketing programs and events that drive demand
• Spearhead outbound activities to expand market share
• Establish, measure and interpret KPIs
• Collaborate with Sales, Marketing and Partner teams to bridge lead-to-closed/won process
• Create, localize and customize content based on audience and segment
• Validate efficacy of leads-to-closed/won processes and measurement; improve as needed

Senior Marketing Specialist, CP & ESG Corporate Tax

• Manage the client’s tax compliance needs
• Anticipate tax and business issues
• Recognize tax planning opportunities
• Solve problems for clients in various industries
• Manage engagements and provide knowledgeable review of complex partnership returns
• Leverage project management and analytical skills
• Lead Tax Staff and Seniors in a dynamic environment
• Demonstrate superior client service skills

• Lead, Manage & Develop the Team
• Grow the Tax Advisory Practice
• Maintain a Strong Compliance Foundation
• Lead High-Impact Client Relationships
• Training & Quality Assurance
• Be the Technical Authority
• Firm Leadership

Tax Director, CPA

• Lead client calls and present tax returns and strategies
• Prepare accurate tax returns for LLCs and S Corporations
• Collect, organize, and input financial data into tax software
• Assist with onboarding new clients
• Collaborate with bookkeeping team for accurate reporting

Tax Consultant, CPA

• Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations.
• Collect, organize, and input financial data into tax software, ensuring accuracy and completeness.
• Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship.
• Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation.

Tax Preparer

• Lead the firm’s tax department
• Serve as the senior technical authority and driver of Tax Advisory Services growth
• Develop the team and systems for operational excellence
• Ensure accuracy and timeliness in tax returns and strategies
• Foster team health with low turnover and high standards
• Expand and deepen advisory practice across the client base
• Retain and grow high-value client relationships

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