National Tax Office Senior Associate in Kansas City at CBIZ

Date Posted: 1/12/2022

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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 has been honored to be the recipient of several national recognitions:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

The National Tax Office Senior Associate will perform activities to maintain existing and new applications.  This person would assist testing, implementing, and maintaining platforms for the tax practice and National Tax Office. They would also be integral in tax help desk solutions, preparation of documentation and training. Additionally, this person will be involved in monitoring performance of integrations and quality control of platform functionality.  

Essential Functions and Primary Duties

  • Assist in the documentation, testing, training, case studies, implementation, and maintenance of the tax practice’s portfolio of applications
  • Monitor performance of integrations between the various applications
  • Create and maintain templates and standard workpapers
  • Interface with key vendors’ and internal employees to explore issues and find solutions
  • Work with the NTO directors and managers to develop and maintain project plans  
  • Assist in application data transitions and implementations
  • Maintain documentation, case studies, and potential training of applications
  • Test upgrades, new features or tools
  • Participate in process and data mapping for emerging technologies, integrations and new applications
  • Provide assistance for tax applications issues and interface with the vendors for resolutions when applicable
  • Identify trends in internal customer tickets and suggest possible improvements and procedures
  • Identify data quality variances and provide guidance on improvements

Preferred Qualifications

  • MBA or CPA
  • CPA firm or similar professional services experience
  • Familiarity with common tax department processes such as engagement letters, organizers, workflow, tax returns, workpapers, due date monitoring/tracking, and e-filing.
  • Proficient use of applicable technology (e.g., CCH Axcess Tax (or ProSystem), CaseWare, various workflow and document management systems) 
  • Ability to work independently, manage small projects or parts of large projects
  • Must be comfortable working independently or as part of a team

Minimum Qualifications Required

  • Bachelor’s degree 
  • 3 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


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.



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