Tax Senior Associate
CBIZ
Tax Senior Associate | Generalist
Essential Functions and Primary Duties
- Contains advanced technical knowledge of accounting standards and reporting standards in researching, completing and reviewing technical areas.
- 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
- Bachelor's degree with a preferred field of study in Accounting
- CPA eligible
- 3+ years' or relevant work and industry experience
- Excellent verbal and written communication skills
- Strong interpersonal skills
- Ability to work independently, but also work well with others
- CPA license or on track to obtain
- Software Experience - CCH Axcess Tax, Microsoft Office 365
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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Tax Senior Associate in Phoenix, AZ vacancy
- Baker Tilly International in Phoenix, AZ is seeking a Tax Senior Associate to provide tax compliance and advisory services to middle market clients. This role offers the chance to work closely with clients and develop essential skills with a focus on problem-solving. Candidates...SeniorFlexible hours
- A consulting firm in Phoenix seeks a Senior Tax Associate to manage Federal and State tax compliance reports, prepare individual and entity tax returns, and conduct financial analysis. With at least 5 years of experience in tax returns, candidates will thrive in a collaborative...Senior
- The Bahnsen Group seeks a Senior Tax Associate for its Tax Services Department, based in Phoenix, AZ or Newport Beach, CA. This role demands a proactive approach to client service, focusing on tax compliance for high-net-worth individuals. Candidates should have a Bachelor...SeniorWork at office
- Colorado Railroad Museum is seeking a Tax Senior Associate based in Phoenix, AZ, to manage high net worth tax clients and ensure smooth transitions of wealth. Responsibilities include preparing complex tax returns and ensuring all tax-related information is accurate to...Senior
- Atlasfirms is seeking a detail-oriented Senior Tax Associate in Phoenix, AZ. The role involves preparing Federal and State tax compliance reports, handling bookkeeping duties, and assisting in audits. Candidates should have a Bachelor's degree in Accounting or Finance...SeniorWork at office
- ...grown at over +29% per year for ten years running and added a Tax Services department, Risk Department, a comprehensive Family... ...delivering best-in-class client experience. OPPORTUNITY The Senior Tax Associate will join a growing Tax Services Department launched in 2023...SeniorFull timeWork at office
- Location: Phoenix, AZ Work Arrangement: In-Office/Hybrid A Day in the Life As a Tax Senior Associate in our high net worth tax practice, you will be responsible for working with individual tax clients to assist them with the transition of wealth from one generation to...SeniorWork at officeLocal areaVisa sponsorship
$71.65k - $94.05k
Tax Senior Associate page is loaded## Tax Senior Associatelocations: USA AZ Phoenixtime type: Full timeposted on: Posted Todayjob requisition id: JR106379# **Overview**Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-...SeniorLocal areaWorldwide$77k - $214k
...Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on... ...through digitization, automation and increased efficiencies. As a Senior Associate you are to analyze complex problems, mentor others, and...SeniorFull timeH1b- ATLAS Navigators, LLC is an accounting, tax, and consulting firm looking for someone who fits our culture, vision, work ethic,... ...it. OVERVIEW We are seeking a detail-oriented and proactive Senior Tax Associate to join our NW Phoenix team. The ideal candidate brings a strong...SeniorTemporary workWork at officeLocal areaFlexible hours
$88.9k - $128.4k
...processes and controls, strategic policy design and international tax planning, intangibles migration, royalty rate calculations, and... ...of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education,...SeniorWork experience placementWork at officeLocal area$77k - $214k
...Tax Senior Associate - Private Companies The Opportunity: As a Tax Senior Associate - Private Companies, you will play a pivotal role in guiding clients through complex tax regulations and optimizing their tax positions within our Tax practice. You will focus on validating...SeniorFull timeH1b$81.7k - $135k
...and take your career wherever you want it to go. Join EY and help to build a better working world. Tax - Indirect Tax - Sales and Use Lookback Review COE - Senior Will you shape the future or will the future shape you? The opportunity Step into a pivotal role...SeniorSummer holidayImmediate startFlexible hoursErnst & Young Oman
Phoenix, AZ1 day ago- A boutique CPA firm is seeking a Senior Tax Accountant to support tax compliance for a sophisticated client base. The role includes preparing and reviewing tax returns, directly communicating with clients, and managing issues effectively. Ideal candidates will have 5-8...SeniorWork at office
- EY is seeking a professional for the International Tax Advisory role located in Phoenix, Arizona. The position involves managing complexities in domestic and international tax, offering technical advice, and leading a dedicated client service team. Candidates should have...Senior
- A financial services company is seeking a degreed Sr. Staff Accountant in Scottsdale, Arizona. The role involves managing daily accounting operations such as accounts payable and receivable, journal entries, and audits. Ideal candidates will have over 4 years of experience...Senior
- A growing financial services firm in Scottsdale, Arizona is seeking an experienced Accountant to support daily financial operations and ensure accuracy in reporting. The ideal candidate will have over 4 years of relevant experience, a Bachelor's degree in accounting, and...Senior
- ...partnering with a well-established boutique CPA firm that specialises in tax services for partnerships, trusts, business entities, and high-... ...meaningfully within a tight-knit firm. The Role The Senior Tax Accountant will play a key role in supporting tax compliance...SeniorWork at office
- A well-established Fortune 500 company is seeking a Senior Corporate Tax Accountant to support U.S. income tax compliance, reporting, and planning... ..., plus two (2) years of experience as an Accountant or Tax Associate at a Big 4 public accounting firm. Solid experience with U....Senior
- Ernst & Young Oman is seeking a Senior Analyst in Phoenix, Arizona, to deliver tax compliance and consulting services within their Financial Services WAM practice. This role involves supporting client relationships, managing team deliverables, and providing leadership...Senior
$77.07k - $175.5k
...ends on May 31, 2026. What you’ll do As a Senior Consultant on our Global Trade Advisory... ...practice is a national practice within Deloitte Tax LLP's International Tax business and... ...the applicable geographic differential associated with the location at which the position may...SeniorWork at officeWorldwideVisa sponsorship2 days per week3 days per week$85k - $95k
...Senior Tax Accountant Energy Talent Search is working with a highly respected Phoenix-based CPA firm seeking an experienced Senior Tax Accountant to join their growing practice. This is a hands-on role focused on corporate and business tax compliance, ideal for a professional...SeniorCasual workWork at officeLocal areaImmediate startRemote work$77.07k - $175.5k
...Trade Advisory practice is a national practice within Deloitte Tax LLP’s International Tax business and advises U.S. and foreign multinational... ...not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At...SeniorWork at officeWorldwideVisa sponsorship2 days per week3 days per week$80k - $105k
Tom Trese is seeking an experienced Tax Accountant to join their CPA firm in Central Phoenix. This role offers a competitive salary of $80,000 - $105,000, depending on experience. The ideal candidate will have a Bachelor's degree in Accounting, with 3-5+ years in public...Senior$80k - $105k
Ridgemont Resources, Inc. is seeking an experienced Tax Accountant for a CPA in Central Phoenix. The successful candidate will prepare and review tax returns, ensure timely filing, conduct tax planning, and resolve tax issues. A Bachelor's in Accounting is required, with...Senior$80k - $105k
H. T. PROF Group in Phoenix, Arizona is seeking an experienced Tax Accountant to prepare and review various tax returns and ensure accurate document filing. The ideal candidate will have a Bachelor’s degree in Accounting and 3-5+ years of experience in public accounting...Senior- A leading mining and resource company in Phoenix, Arizona, is seeking a skilled professional to assist the Tax Director with preparation of US federal income tax returns. This role is crucial for ensuring compliance with taxes and supporting the finance department. Candidates...Senior
- Neuwirth and Ashford CPAs is seeking an experienced seasonal CPA or senior tax preparer to join our team for the 2025 tax season. Our firm handles a high volume of individual, S corporation, partnership, trust, and multi-state tax returns, and we are looking for someone...SeniorFull timeSeasonal work
$68.18k - $144.3k
A leading consulting firm is seeking a Senior Tax Consultant specializing in property tax to join their team. This role involves providing consulting and compliance services, researching tax legislation, and working collaboratively with clients across various sectors....Senior$21.42 per hour
A leading financial services provider is seeking a Sr. Accounting Analyst for a 2+ month remote contract based in Scottsdale, AZ. The ideal candidate should have a Bachelor's degree, 4-7 years of relevant experience, and strong analytical and problem-solving skills. Responsibilities...SeniorContract workRemote workSolugenix Corporation
Scottsdale, AZ3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Senior Associate. Be the first to apply!
