Tax Senior Associate - Cbiz

Essential Functions and Primary Duties

• Our growing Alternative Investment Group practice provides tremendous career opportunities in an environment of the highest ethical standards and professionalism.
• Preparation of tax returns for private equity and/or hedge fund partnerships.
• Preparation of tax allocations
• Complete all aspects of tax 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', tax 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
   

Preferred Qualifications

• Put forth a diligent effort to pass CPA Exam, or have already passed the CPA exam and advance technical knowledge
• Keep current on professional pronouncements
• Maintain annual CPE requirement
• Timely communication to all members of engagement team and appropriate client personnel
• Basic technology skills
• Strong communication and interpersonal skills
• Analytical and problem solving skills
• Ability to meet deadlines with accuracy
• Advanced excel skills
• BBA/BS/MST in Accounting
• 2 to 3 years of relevant experience
   

Minimum Qualifications Required

• Bachelor’s degree 
• 3 years of experience in public accounting or related field
• 1 year supervisory experience preferred
• 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

The annual salary target for this job in this market is $70,000-$80,000. The specific compensation for this role will be determined based on the education, experience, and skillset of the individual selected for this position. 

The compensation above is not representative of an employee’s total compensation. Beyond income, should you become a full-time team member, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program, paid holidays, paid vacation, sick leave and much more.

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