• Job Description

  Req#: 11168

  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 Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.

  Our two New England offices, located in Boston, MA and Providence, RI have more than 270 professionals. Our depth of resources and services are uniquely suited to support the growth and success of our private and public company, not-for-profit, and high-net-worth individuals and family group clients. We are also proud of our strong company culture. In 2022, our offices were recognized by several local and national business journals as a Best Place to Work, including the Boston Globe, Boston’s Best and Brightest, Providence Business Journal, and Forbes.
  
  

  Are you a tax accountant focused on tax controversy in the Asset Management industry that is looking to expand your knowledge beyond primarily tax notices? Did you find yourself in a rut, questioning “where do I go from here?” Look no further than our CBIZ Private Equity Tax Co-Sourcing team!

  The expectation is that this will be a hybrid role with a blend of in-office (client and CBIZ office) and remote work days. Flexible work arrangements may be discussed.
  
  

  Essential Functions and Primary Duties

  • Build and develop quality relationships with closely-knit CBIZ team and client contacts (daily, regular client interactions).
  • Oversee, train and assist associate team members
  • Meet time restraints and deadlines
  • Assistance in responding to tax notices from all jurisdictions
  • Assistance in responding to fund LP tax-related questions & requests
  • Assistance with tax payment process, including processing & tracking of payments
  • Assistance 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 & 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

  Preferred Qualifications

  • Master's degree in Accounting, Finance or related field
  • CPA candidates preferred
  • 1+ year supervisory experienced preferred

  Minimum Qualifications Required

  • Bachelor’s degree
  • 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.

  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.

  #LI-DE1

  #LI-Hybrid

• About the company

  CBIZ, Inc. delivers top-level financial and benefits and insurance 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.

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