CBIZ, Inc.
#LI-EM1 #LI-Onsite Essential Functions and Primary Duties * Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas. * Prepare and review federal tax returns for a diverse client base, including individuals, S-Corporations, Partnerships, and Trusts. * Addresses questions on technical accounting matters from team members and upper level client management * Has intermediate to advanced level tax preparation skills * Performs a detailed review of team's workflow and monitors tasks to ensure they are assigned and completed on a timely basis * Manages multiple assignments inside an engagement * Communicates with Partner, Manager and/or Supervising Senior on work status and client issues that arise * Has advanced knowledge of applicable accounting software (e.g. Axcess Tax, Engagement, SurePrep, etc.) * Participates in planning and execution of client engagement in collaboration with the Manager and/or Partner on the job * Identifies opportunities to leverage staff including designing staffing structure of engagement * Leads small to medium sized assignments with finalized document and report requiring minimal change upon review * Trains, supervises and mentors lower-level staff * Takes a lead role in client and team meetings and contributes new ideas and strategic initiatives Preferred Qualifications * Master's degree in Accounting, Taxation or related field * Broad industry experience preferred (real estate, construction, manufacturing, etc.) Minimum Qualifications * Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred * 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