Tax Senior Associate

With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.

CBIZ is honored to be the recipient of several national recognitions for 2023:

Best and Brightest Companies to Work for in the Nation

Top Workplaces USA

Top Workplaces – Financial Services Industry

Best and Brightest Companies in Wellness

Great Place to Work Certification

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

Essential Functions and Primary Duties

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 Associate’s 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

Preferred Qualifications

Master’s degree in Accounting, Taxation or related field

Minimum Qualifications Required

Bachelor’s degree

3 years of experience in public accounting or related field

1 year supervisory experience preferred

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

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