Tax Senior Associate | Private Equity Outsourcing jobs in United States
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CBIZ · 1 day ago

Tax Senior Associate | Private Equity Outsourcing

positionBoston, MA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date2+ years exp

CBIZ is a leading professional services advisor to middle market businesses and organizations nationwide, and they are seeking a Tax Senior Associate for their Private Equity Outsourcing team. The role involves providing co-sourcing services for global Private Equity Funds, managing tax compliance processes, and supporting clients’ tax functions while maintaining a collaborative work environment.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
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H1B Sponsor Likelynote

Responsibilities

Review of all federal and state tax returns and K-1s and related filings
Assist in gathering data and preparing schedules to be used in preparing tax returns
Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
Review quarterly and year-end estimates
Assist in reviewing and responding to federal and state tax notices
Support clients’ tax function’s operational processes
Oversee, train and assist associate team members
Able and willing to work with client personnel at client location, if needed
Meet time restraints and deadlines
Support lead person in charge of tax engagement
Begin to build and develop quality relationships with clients
Become proficient at tax research
Assist with other projects as necessary

Qualification

Private Equity experienceTax complianceCPATax researchTechnology proficiencyCommunication skillsTeam management

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 in Accounting, Finance or related field

Company

CBIZ

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Glassdoor4.0
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CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
dateFounded in 1987
location
Cleveland, Ohio, USA
people-size10001+ employees
web-link
http://www.cbiz.com

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 Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

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Brad Lakhia
Senior Vice President & Chief Financial Officer
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W
Ware H. Grove
SVP & CFO
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Recent News

GlobeNewswire
CBIZ Announces Several New Strategic Leadership Appointments to Drive Ongoing Growth
2025-12-18
MarketScreener
CBIZ Releases 2026 Benefits & Insurance Market Outlook Highlighting Rising Costs, Regulations, and Workforce Trends
2025-12-10
thefly.com
CBIZ appoints Christopher Sikora as VP, IR and corporate finance
2025-12-09
Company data provided by crunchbase