Tax Senior Associate - Cbiz
Indianapolis, IN
About the Job
With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ is honored to be the recipient of several national recognitions for 2023:
- Best and Brightest Companies to Work for in the Nation
- Top Workplaces USA
- Top Workplaces – Financial Services Industry
- Best and Brightest Companies in Wellness
- Great Place to Work Certification
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
CBIZ Somerset is a relationship driven accounting and advisory firm that is always looking for smart, ambitious, friendly people for our office locations in Indianapolis, Fort Wayne, and Michigan City! Our successful professionals know that building solid relationships with our clients is as important as effectively leading others through an engagement. As a Tax Senior Associate at CBIZ Somerset, your impact goes beyond theory and compliance. You have the ability to make a difference and advance your career through demonstrated leadership, welcoming new challenges, and recognizing the potential in others.
Essential Functions and Primary Duties
- 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’ accounting, tax or auditing work: provide constructive review points
- May supervise Associate’s 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
- Master’s degree in Accounting, Taxation or related field
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
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