Senior Tax Associate

CBIZ

. Complete all aspects of accounting, tax and audit engagements for clients, including status updates to engagement managers and adherence to quality control standards .

Posted 9/23/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in accounting, tax, and audit engagements while effectively managing deadlines and prioritizing multiple assignments. Proficient in client communication and mentoring associates to ensure quality control and adherence to engagement standards.

Highest-signal resume keywords

Accounting EngagementsTax EngagementsAudit EngagementsCPA CandidateClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingTaxationAuditEngagement ManagementBudget AdherenceQuality ControlClient BillingFinancial AnalysisPlanningConstructive Review

Soft Skills

Deadline ManagementPrioritizationMentoringVerbal CommunicationWritten Communication

Tools & Technologies

Accounting SoftwareTax SoftwareAudit ToolsTechnology Proficiency

Certifications & Qualifications

Bachelor’s Degree in AccountingCPA Preferred

Industry Keywords

Public AccountingPractice DevelopmentClient EngagementCross-Serve OpportunitiesAdministrative Duties

About the role

Key responsibilities & impact

Complete all aspects of accounting, tax and audit engagements for clients, including status updates to engagement managers and adherence to quality control standards
Demonstrate understanding of clients’ businesses, including analysis and planning of client engagements
Adhere to engagement budget constraints and complete assigned tasks within requested timeframes, explaining variances when needed
Achieve charge hour goals
Review associates’ accounting, tax or auditing work and provide constructive review points
May supervise associates on engagements
Train and mentor associate staff
Assist Managers or Directors with the client billing process when involved
Identify and develop knowledge in a selected specialty practice
Leverage industry knowledge and business acumen to incorporate cross-serve opportunities into client engagements
Participate in practice development activities, including membership in qualified organizations capable of referring potential engagements
Execute assigned administrative duties
Perform additional responsibilities as assigned

Requirements

What you’ll need

Bachelor’s degree required in Accounting, Taxation or related field
2 years of experience in public accounting or related field
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

Benefits

Comp & perks

Hybrid work arrangement
Opportunities for personal and professional growth
Potential client and business-related travel