Tax Associate | 2027

Posted 8 Days Ago
Be an Early Applicant
Boston, MA, USA
Hybrid
Entry level
Consulting • Financial Services
The Role
Performs accounting, tax, and audit engagement work for clients; applies accounting, auditing, tax, and quality-control principles; completes assignments within budget and deadlines; supports business development and administrative activities; and communicates effectively with clients and internal teams. The role requires CPA eligibility, strong analytical and research skills, proficiency with applicable technology, and travel based on client and business needs.
Summary Generated by Built In

#LI-DNI

Responsibilities

Essential Functions and Primary Duties

  • Complete all aspects of accounting, tax and audit engagements for clients
  • Execute solid understanding of accounting and auditing principles, general tax regulation, general quality control auditing standards, technology implementation procedures, etc. relative to individual client assignments
  • Adhere to engagement budget constraints and complete assigned tasks within the time requested
  • Strive to attain charge hour goals
  • Practice in early practice development activities such as: memberships in qualified organizations capable of referring potential engagements
  • Execute administrative duties as assigned
  • Additional responsibilities as assigned

Preferred Qualifications

  • Masters degree in Accounting, Taxation or related field preferred
  • CPA eligible; desire to obtain certification is required
  • Internship experience in accounting or related field preferred
  • Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations
  • Ability to multi-task, think independently and problem solve in a results driven team oriented environment
  • Strong verbal and written communications skills
QualificationsMinimum Qualifications
  • Bachelor’s degree required
  • Internship experience in accounting or related field preferred
  • Demonstrated ability to communicate verbally and in writing throughout all levels oforganization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs

Skills Required

  • Bachelor's degree
  • CPA eligibility and desire to obtain CPA certification
  • Ability to communicate verbally and in writing across all organizational levels
  • Proficient use of applicable technology
  • Ability to travel based on client and business needs
  • Master's degree in Accounting, Taxation, or a related field
  • Internship experience in accounting or a related field
  • Knowledge of GAAP, tax compliance, codes, and regulations
  • Interpersonal, analytical, research, and tax project management skills
  • Ability to multitask, work independently, and solve problems in a results-driven, team-oriented environment
  • Strong verbal and written communication skills
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The Company
HQ: Cleveland, OH
3,512 Employees

What We Do

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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