Tax Senior Associate

CBIZ; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading professional services advisor is seeking a Tax Senior Associate in Phoenix, Arizona. This role requires advanced knowledge of accounting and tax standards and involves managing client engagements. The ideal candidate will possess a master's degree in accounting, excellent communication skills, and the ability to mentor lower-level staff. Preferred qualifications include CPA eligibility and experience with accounting software. This position offers opportunities for professional growth within a dynamic firm.

Qualifications

• Bachelor’s degree required; Master’s degree preferred.
• 2 years of experience in public accounting or related field.
• CPA candidates preferred.

Responsibilities

• Manage multiple assignments inside an engagement.
• Communicate with Partner, Manager, and client on status.
• Train and mentor lower-level staff.

Skills

Advanced technical knowledge of accounting standards

Intermediate to advanced level tax preparation skills

Excellent verbal and written communication skills

Strong interpersonal skills

Ability to work independently

Education

Master’s degree in Accounting, Taxation or related field

Bachelor's degree in Accounting

Tools

CCH Axcess Tax

Microsoft Office 365

Job description

Responsibilities

• 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

Job Description

Tax Senior Associate | Generalist

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\' or 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 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. 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.