Tax Senior Associate | Alternative Investment

$70,000 - $80,000/Yr

CBIZ - New York, NY

Full-time - Mid Level

New York, NY

Professional, Scientific, and Technical Services

About the position

The Tax Senior Associate for Alternative Investment at CBIZ Accounting Tax and Advisory of New York LLC is responsible for managing and executing various accounting, tax, and audit engagements for clients. This role requires a deep understanding of client businesses, adherence to quality control standards, and the ability to mentor and supervise junior staff. The position also involves participation in practice development activities and may require travel based on client needs.

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
• 3 years of experience in public accounting or related field
• 1 year supervisory experience preferred
• 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

Nice-to-haves

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

Benefits

• Comprehensive medical and dental insurance
• Retirement savings
• Life and disability insurance
• Health care and dependent care reimbursement accounts
• Certification incentives
• Education assistance
• Referral program
• Paid holidays
• Paid vacation
• Sick leave