Tax Senior Associate

CBIZ; Nashville (TN); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading professional services firm in Nashville is seeking a Tax Senior Associate to lead projects and mentor junior staff. The ideal candidate will possess advanced knowledge of accounting standards and tax preparation with a Master's degree in Accounting preferred. Strong communication skills are essential as this role requires collaboration with clients and team members. This full-time position offers opportunities for career growth in a supportive environment.

Qualifications

• Minimum 2 years of experience in public accounting or related field.
• CPA candidates preferred.
• Ability to communicate effectively both verbally and in writing.

Responsibilities

• Lead small to medium assignments and ensure timely completion.
• Train and mentor lower-level staff.
• Participate in client engagement planning and execution.

Skills

Advanced technical accounting knowledge

Tax preparation skills

Excellent verbal and written communication

Interpersonal skills

Ability to manage deadlines

Education

Bachelor's degree in Accounting or related field

Master’s degree in Accounting or related field

Tools

CCH Axcess Tax

Microsoft Office 365

Job description

Join to apply for the Tax Senior Associate role at CBIZ.

Essential Functions And Primary Duties

• 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.

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field.
• Bachelor's degree with a preferred field of study in Accounting.
• CPA eligible.
• 3+ years relevant work and industry experience.
• Excellent verbal and written communication skills.
• Strong interpersonal skills.
• Ability to work independently, but also work well with others.
• CPA license or on track to obtain.
• Software Experience - CCH Axcess Tax, Microsoft Office 365.

Minimum Qualifications

• Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field.
• 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. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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.

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Accounting/Auditing and Finance

Industries

Business Consulting and Services