Tax Senior Associate

Essential Functions And Primary Duties

• Review of individual and business tax returns (Form 1040, 1065, 1120-S).
• Preparation of complex individual and business tax returns (Form 1040, 1065, 1120-S).
• Aid with tax planning and tax research projects.
• Collaborate with the outsourced accounting services team for client accounting needs.
• Communicate directly with clients regarding tax matters, questions, and planning opportunities.
• Collaborate with firm leadership to provide exceptional client service and ensure successful engagement delivery.
• Grow into a broader client relationship management role over time.

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field
• Bachelor's degree with a preferred field of study in Accounting
• CPA eligible
• 2+ years' or relevant work and industry experience
• Software Experience - CCH Axcess Tax, Microsoft Office 365

Minimum Qualifications

• 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

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.