Tax Senior Associate

CBIZ, Inc.•San Francisco, CA

40d•Hybrid

About The Position

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

Requirements

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

Nice To Haves

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

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