Tax Senior | Private Client Services

CBIZ; Fort Lauderdale (FL); Hybrid; USD 65,000 - 85,000; Full time

Job summary

CBIZ, Inc. in the United States invites an experienced accounting professional to join our Florida office as part of our tax, audit and assurance practice. The role focuses on delivering high-quality engagements for clients, managing budgets, and mentoring staff across multiple assignments.

You will collaborate with engagement teams, communicate findings clearly, and travel as needed to support client needs. CPA candidates are preferred and a master's degree is a plus.

Qualifications

• Bachelor's degree in accounting or related field required.
• 2 years of experience in public accounting or related field.
• CPA candidates preferred.
• Ability to manage deadlines and prioritize multiple assignments.
• Strong written and verbal communication skills.

Responsibilities

• Complete all aspects of accounting, tax and audit engagements for clients.
• Provide status updates to engagement managers and adhere to quality controls.
• Understand client's business and plan engagements.
• Adhere to engagement budgets and explain variances.
• Achieve charge hour goals.
• Review associates' work and provide feedback.
• May supervise associates on engagements.
• Train and mentor associate staff.
• Assist in client billing process.
• Develop knowledge in specialty practice.
• Leverage industry knowledge for cross-service opportunities.
• Participate in practice development activities.
• Execute administrative duties.
• Travel as required by client and business needs.

Skills

Deadline management

Communication skills

Time prioritization

Analytical skills

Technology proficiency

Education

Bachelor's degree in Accounting/Taxation/related field

Master's degree in Accounting/Taxation/related field

Job description

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 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
• Must be able to travel based on client and business needs #LI-AG1 #LI-Hybrid

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

ABOUT US

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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.