Tax Senior Associate II | Private Equity (Outsourcing) in Boston at CBIZ

Date Posted: 8/16/2022

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Boston
  • Job Type:
  • Date Posted:
    8/16/2022

Job Description

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities 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: 

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • 2022 Great Place to Work Certification

CBIZ & MHM New England (formerly CBIZ Tofias) 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. Our specialists, skilled in accounting and auditing, tax, and a range of consulting services, are dedicated to supporting the growth and success of our clients.  We serve private and public companies in more than a dozen industries; sophisticated not-for-profit organizations; and high net worth individuals and family groups.  

We are seeking candidates with Private Equity experience who are interested in providing co-sourcing/outsourcing services for global Private Equity Funds.  The opportunity will include working with CBIZ team members and client personnel virtually or at the client location when the conditions are safe.  Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects.  We offer an opportunity to work on rewarding, high profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment.

Essential Functions and Primary Duties

  • Expand revenue of existing clients
  • Responsible for short-term and long-term business planning
  • Manager all aspects of the co-sourcing/outsourcing engagement
  • Serve as key client contact; viewed as a trusted business advisor by clients
  • Ensure quality control standards are met
  • Direct interaction with clients and management of engagement team
  • Drive a team environment; demonstrate support of management decisions and builds a positive culture
  • Additional responsibilities as assigned

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

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

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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