Tax Senior | Private Client Services

CBIZ•Fort Lauderdale, FL

2d•Hybrid

About The Position

This role is responsible for completing all aspects of accounting, tax, and audit engagements for clients, including providing status updates to engagement managers and adhering to all quality control standards. The position requires demonstrating an understanding of the client's business, including analysis and planning of client engagements. The Tax Senior must adhere to engagement budget constraints, complete assigned tasks within the requested time, and explain variances when needed. They are expected to achieve charge hour goals and review the accounting, tax, or auditing work of associates, providing constructive feedback. This role may involve supervising associates on engagements, training and mentoring associate staff, and participating in the client billing process by assisting Managers or Directors. The Tax Senior will also identify and develop knowledge in selected specialty practices, leverage industry knowledge and business acumen to identify cross-serve opportunities, and participate in practice development activities such as membership in qualified organizations capable of referring potential engagements. Administrative duties as assigned will also be part of the role, along with additional responsibilities as assigned.

Requirements

Bachelor’s degree required
2 years of experience in public accounting or related field
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
Master’s degree preferred in Accounting, Taxation or related field
CPA candidates preferred

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