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Tax Senior Associate I Private Client Services

Company: CBIZ
Location: New York
Posted on: September 19, 2023

Job Description:

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 has been honored to be the recipient of several national recognitions:--------- -

2022 Best and Brightest Companies to Work for in the Nation--- -
2023 Top Workplaces USA--- -
2022 America's Best Mid-Size Employers--- -
2022 Best and Brightest Companies in Wellness--- -
2022 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

        The annual salary target for this job in this market is $80,000-$110,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position.
        The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

Keywords: CBIZ, New York , Tax Senior Associate I Private Client Services, Accounting, Auditing , New York, New York

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