Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Scheduled Hours Per Week:
40
Job Code:
FS213TC
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 Nation
- Top Workplaces USA
- Top Workplaces – Financial Services Industry
- Best and Brightest Companies in Wellness
- Great 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.
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.
Are you a tax accountant focused on Private Equity that is looking to expand your knowledge beyond primarily tax compliance? Look no further than our CBIZ Private Equity Tax Co-Sourcing team!
We are seeking candidates with Private Debt Fund/Private Credit Fund experience who are interested in providing co-sourcing/outsourcing services for Credit-Focused Alternative Asset Managers. 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.
Essential Functions and Primary Duties
- Serve as client’s trusted advisor, demonstrates proficient knowledge of technical skills, industry trends and alternatives.
- Identify client issues and conflicts; proactively communicate solution options to client and team.
- Review of all federal and state tax returns and K-1s and related filings.
- Review and respond to federal and state notices received.
- Assist in gathering data and reviewing schedules to be used in preparing tax returns.
- Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers.
- Prepare year end estimates.
- Manage staff on engagement deliverables; complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met.
- Understand the client’s organization, procedures and internal policies.
- Manage and retain multiple client relationships, engagements and special projects.
- Responsible for billing and realization on assigned clients.
- Able and willing to work with client personnel at client location, as needed.
- Assist with developing engagement budgets, billing and ensuring desired realization on assigned clients.
- Supervise, train and mentor staff; listen and communicate effectively.
- Foster a team environment; demonstrates support of management and decisions and build a positive culture.
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves.
- Additional responsibilities as assigned.
Preferred Qualifications
- Master's degree in Accounting, Finance or related field.
Minimum Qualifications Required
- Bachelor’s degree.
- 6 years of experience in public accounting or related field.
- 3 years 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.
The annual salary target for this job in this market is $105,000-$155,000. 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!
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CBIZ.Jobs Category: Audit & Tax
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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.
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