CBIZ
Tax Senior Associate | Private Equity (Co-Sourcing) Operations
CBIZ, Boston, Massachusetts, us, 02298
Status Category:Full-Time
Exempt/Non-Exempt:Exempt
Scheduled Hours Per Week:40
Job Code:FS248TC
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 NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat 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.Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.Are you a tax accountant focused on tax controversy in the Asset Management industry that is looking to expand your knowledge beyond primarily tax notices? Did you find yourself in a rut, questioning "where do I go from here?" Look no further than our CBIZ Private Equity Tax Co-Sourcing team!The expectation is that this will be a hybrid role with a blend of in-office (client and CBIZ office) and remote work days.Flexible work arrangements may be discussed.
Essential Functions and Primary DutiesBuild and develop quality relationships with closely-knit CBIZ team and client contacts (daily, regular client interactions).Oversee, train and assist associate team membersMeet time restraints and deadlinesAssistance in responding to tax notices from all jurisdictionsAssistance in responding to fund LP tax-related questions & requestsAssistance with tax payment process, including processing & tracking of paymentsAssistance with managing and tracking partner informationGather data necessary to respond to audits and inquiries by governmental authoritiesAssist in gathering data and preparing schedules to be used in preparing tax returnsReview Federal & State extensions, K-1s, and tax returns, including withholding tax returns, FBARs, etc.Prepare and/or review quarterly and year-end estimatesBecome proficient at tax research
Preferred QualificationsMaster's degree in Accounting, Finance or related fieldCPA candidates preferred1+ year supervisory experienced preferred
Minimum Qualifications RequiredBachelor's degree3 years of experience in public accounting or related fieldAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on client and business needs
The annual salary target for this job in this market is $80,000-$100,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee's total compensation. Beyond income, 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 and much more.#LI-DE1#LI-Hybrid
CBIZ.Jobs Category: TaxREASONABLE ACCOMMODATIONIf 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 EMPLOYERCBIZ 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.PAY TRANSPARENCY PROTECTION NOTIFICATIONNotice to Third-Party AgenciesCBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Exempt/Non-Exempt:Exempt
Scheduled Hours Per Week:40
Job Code:FS248TC
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 NationTop Workplaces USATop Workplaces - Financial Services IndustryBest and Brightest Companies in WellnessGreat 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.Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we've experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.Are you a tax accountant focused on tax controversy in the Asset Management industry that is looking to expand your knowledge beyond primarily tax notices? Did you find yourself in a rut, questioning "where do I go from here?" Look no further than our CBIZ Private Equity Tax Co-Sourcing team!The expectation is that this will be a hybrid role with a blend of in-office (client and CBIZ office) and remote work days.Flexible work arrangements may be discussed.
Essential Functions and Primary DutiesBuild and develop quality relationships with closely-knit CBIZ team and client contacts (daily, regular client interactions).Oversee, train and assist associate team membersMeet time restraints and deadlinesAssistance in responding to tax notices from all jurisdictionsAssistance in responding to fund LP tax-related questions & requestsAssistance with tax payment process, including processing & tracking of paymentsAssistance with managing and tracking partner informationGather data necessary to respond to audits and inquiries by governmental authoritiesAssist in gathering data and preparing schedules to be used in preparing tax returnsReview Federal & State extensions, K-1s, and tax returns, including withholding tax returns, FBARs, etc.Prepare and/or review quarterly and year-end estimatesBecome proficient at tax research
Preferred QualificationsMaster's degree in Accounting, Finance or related fieldCPA candidates preferred1+ year supervisory experienced preferred
Minimum Qualifications RequiredBachelor's degree3 years of experience in public accounting or related fieldAbility to manage deadlines, work on multiple assignments and prioritize each assignment as necessaryDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyProficient use of applicable technologyMust be able to travel based on client and business needs
The annual salary target for this job in this market is $80,000-$100,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.The compensation above is not representative of an employee's total compensation. Beyond income, 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 and much more.#LI-DE1#LI-Hybrid
CBIZ.Jobs Category: TaxREASONABLE ACCOMMODATIONIf 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 EMPLOYERCBIZ 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.PAY TRANSPARENCY PROTECTION NOTIFICATIONNotice to Third-Party AgenciesCBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.