Tax Senior Associate

CBIZ•Boca Raton, FL

23h•Hybrid

About The Position

This role requires advanced technical knowledge of accounting and reporting standards, with a focus on researching, completing, and reviewing technical areas. The Tax Senior Associate will address technical accounting questions from team members and client management, and possess intermediate to advanced tax preparation skills. Key responsibilities include reviewing team workflows, managing multiple assignments, and communicating work status and client issues to superiors. Proficiency in accounting software such as Axcess Tax, Engagement, and SurePrep is expected. The role involves participating in client engagement planning and execution, identifying opportunities to leverage staff, and leading small to medium-sized assignments. Training, supervision, and mentorship of junior staff are also integral, as is taking a lead role in client and team meetings, contributing new ideas and strategic initiatives.

Requirements

Bachelor's degree required.
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.