Experienced Tax Associate | Private Client Services jobs in United States
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CBIZ ยท 8 hours ago

Experienced Tax Associate | Private Client Services

positionBoston, MA
timeFull-time
remoteHybrid
seniorityEntry Level
date1+ years exp

CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Experienced Tax Associate will handle various accounting, tax, and audit engagements, ensuring adherence to budget constraints and quality standards while contributing to practice development activities.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
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H1B Sponsor Likelynote
Hiring Manager
Diann Cunningham
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Responsibilities

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

Qualification

Accounting principlesTax regulationsAudit standardsTechnology proficiencyCommunication skills

Required

Bachelor's degree required
Must have completed at least one 'busy season'
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

Preferred

Master's degree in Accounting, Taxation or related field

Company

CBIZ

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Glassdoor4.0
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CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
dateFounded in 1987
location
Cleveland, Ohio, USA
people-size10001+ employees
web-link
http://www.cbiz.com

H1B Sponsorship

CBIZ has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)

Funding

Current Stage
Public Company
Total Funding
unknown
2003-06-04Acquired
1995-05-05IPO

Leadership Team

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Brad Lakhia
Senior Vice President & Chief Financial Officer
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W
Ware H. Grove
SVP & CFO
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Recent News

GlobeNewswire
CBIZ Announces Several New Strategic Leadership Appointments to Drive Ongoing Growth
2025-12-18
MarketScreener
CBIZ Releases 2026 Benefits & Insurance Market Outlook Highlighting Rising Costs, Regulations, and Workforce Trends
2025-12-10
thefly.com
CBIZ appoints Christopher Sikora as VP, IR and corporate finance
2025-12-09
Company data provided by crunchbase