CBIZ · 4 hours ago
Tax Senior Associate | Private Client Services
Boston, MA
Full-time
Hybrid
Mid, Senior Level
2+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Tax Senior Associate will utilize advanced technical knowledge in accounting and taxation to manage client engagements, mentor junior staff, and ensure timely completion of assignments.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Diann Cunningham
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
Qualification
Required
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
Preferred
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
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2025-12-18
2025-12-09
Company data provided by crunchbase