Senior Tax Associate – Private Client Services

CBIZ

. Complete all aspects of accounting, tax and audit engagements for clients .

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 providing mentorship to associates. Proficient in client communication and leveraging industry knowledge to identify opportunities for practice development.

Highest-signal resume keywords

Bachelor's Degree In AccountingPublic Accounting ExperienceCPA CandidateClient Communication SkillsMentoring And Training

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingTaxationAudit EngagementsVariance AnalysisBudget AdherenceCharge Hour ManagementQuality Control StandardsClient Billing ProcessesEngagement PlanningSpecialty Practice Development

Soft Skills

Deadline ManagementPrioritizationVerbal CommunicationWritten CommunicationConstructive Feedback

Tools & Technologies

Applicable Technology

Certifications & Qualifications

CPA

Industry Keywords

Public AccountingEngagement ManagementPractice DevelopmentCross-Serve OpportunitiesClient Needs

About the role

Key responsibilities & impact

Complete all aspects of accounting, tax and audit engagements for clients
Provide status updates to engagement managers and adhere to quality control standards
Demonstrate understanding of clients’ businesses, including analysis and planning of engagements
Adhere to engagement budgets and complete assigned tasks within requested timelines
Explain 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 client billing processes
Develop knowledge in a selected specialty practice
Leverage industry knowledge and business acumen to identify cross-serve opportunities
Participate in practice development activities and qualified referral organizations
Execute administrative duties as assigned
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 to grow personally and professionally
Recognition and appreciation for contributions
Professional development opportunities
Client and business travel opportunities