Tax Senior Associate responsible for managing accounting, tax, and audit engagements for clients and supporting their financial needs. Collaborating with team members to ensure quality service delivery.
Responsibilities
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 associates 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
Requirements
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
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.
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