Tax Senior Associate | Corporate

CBIZ; West Conshohocken (PA); On-site; USD 65,000 - 85,000; Full time

Job summary

CBIZ is seeking a staff-level professional to complete accounting, tax, and audit engagements for clients in a timely, high-quality manner. You will update engagement managers, understand client business context, and help manage budgets while mentoring junior staff.

The role involves reviewing associates’ work, potentially supervising engagements, and contributing to client billing and business development activities as needed. Travel will be required based on client and business needs.

Qualifications

• Bachelor's degree in accounting or related field.
• Master's degree in Accounting/Taxation or related field preferred.
• 2 years of experience in public accounting or related field.

Responsibilities

• Complete all aspects of accounting, tax and audit engagements for clients, including status updates to engagement managers and adherence to quality control standards.
• 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 as needed.
• Review associates' accounting, tax or auditing work and provide constructive feedback.
• May supervise associates on engagements; train and mentor associate staff.

Skills

Deadline management

Verbal and written communication

Technology proficiency

Education

Bachelor's degree in accounting or related field

Master's degree in Accounting/Taxation or related field

Job description

Job Description

• 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

Preferred Qualifications

• Master’s degree in Accounting, Taxation or related field

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