Tax Senior Associate
4 weeks ago
CBIZ, a leading provider of financial and employee business services, is seeking a highly skilled Tax Senior Associate to join its Private Equity Tax Co-Sourcing team. As a key member of this team, you will be responsible for building and developing quality relationships with clients and closely-knit CBIZ team contacts.
The ideal candidate will have a strong background in tax controversy in the Asset Management industry and be looking to expand their knowledge beyond primarily tax notices. They will also have a proven ability to manage deadlines, work on multiple assignments, and prioritize each assignment as necessary.
The Tax Senior Associate will oversee, train, and assist associate team members, and will be responsible for assisting in responding to tax notices from all jurisdictions, as well as assisting in responding to fund LP tax-related questions and requests.
The team is looking for a hybrid role with a blend of in-office and remote work days, with flexible work arrangements may be discussed.
Key Responsibilities:
- Build and develop quality relationships with clients and CBIZ team contacts.
- Oversee, train, and assist associate team members.
- Assist in responding to tax notices from all jurisdictions.
- Assist in responding to fund LP tax-related questions and requests.
- Assist with tax payment process, including processing and tracking of payments.
- Assist with managing and tracking partner information.
- Gather data necessary to respond to audits and inquiries by governmental authorities.
- Assist in gathering data and preparing schedules to be used in preparing tax returns.
- Review Federal and State extensions, K-1s, and tax returns, including withholding tax returns, FBARs, etc.
- Prepare and/or review quarterly and year-end estimates.
- Become proficient at tax research.
Requirements:
- Bachelor's degree in Accounting, Finance, or related field.
- 3 years of experience in public accounting or related field.
- 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 $80,000-$100,000. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.
Candidates should have a strong background in tax controversy in the Asset Management industry and be looking to expand their knowledge beyond primarily tax notices. They should also have a proven ability to manage deadlines, work on multiple assignments, and prioritize each assignment as necessary.
Candidates should be able to travel based on client and business needs and have a strong ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
Candidates should also have a strong background in tax research and be able to become proficient in this area.
The team is looking for a hybrid role with a blend of in-office and remote work days, with flexible work arrangements may be discussed.
Benefits:
- Comprehensive medical and dental insurance.
- Retirement savings.
- Life and disability insurance.
- Health care and dependent care reimbursement accounts.
- Certification incentives.
- Education assistance.
- Referral program.
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