Job Description

With over 100 offices and nearly 5,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level tax compliance, consulting and co-sourcing services to Private Equity firms of all sizes, by providing national-caliber expertise combined with highly personalized service.  

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

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.  

CBIZ & MHM New England is part of the 10th largest accounting*, tax, and advisory services provider in the nation. Our two New England offices are located in Boston and  Providence and have over 240 people, including over 40 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions. 

Essential Functions and Primary Duties

• Oversee, train and assist associate team members
• Able and willing to work virtually with client personnel when safe at client location, if needed
• Meet time restraints and deadlines
• Support lead person in charge of tax engagement
• Prepare tax account reconciliation 
• Preparation of all federal, foreign and state tax returns
• Assist in gathering data and preparing schedules to be used in preparing tax returns
• Prepare quarterly and year end estimates
• Begin to build and develop quality relationships with clients
• Gather data necessary to respond to audits and inquiries by governmental authorities 
• Become proficient at tax research
• Assist with other projects as necessary 

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