Tax Senior Associate | Private Equity Outsourcing

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

We are seeking candidates with Private Equity experience who are interested in providing co-sourcing/outsourcing services for global Private Equity Funds. Team members are responsible for assisting with all aspects of an In-House tax function including assisting with transactional matters, managing multiple internal and external professional resources, as well as federal, state and foreign compliance and various special projects.  We offer an opportunity to work on rewarding, high-profile clients with exposure to interesting technical matters using a team approach that allows for great work life balance in a friendly, supportive environment.

Essential Functions and Primary Duties

• Review of all federal and state tax returns and K-1s and related filings
• Assist in gathering data and preparing schedules to be used in preparing tax returns
• Coordinate tax compliance processes with clients’ functional teams and clients’ external service providers
• Review quarterly and year-end estimates
• Assist in reviewing and responding to federal and state tax notices
• Support clients’ tax function’s operational processes
• Oversee, train and assist associate team members
• Able and willing to work with client personnel at client location, if needed
• Meet time restraints and deadlines
• Support lead person in charge of tax engagement
• Begin to build and develop quality relationships with clients
• Become proficient at tax research
• Assist with other projects as necessary 

Preferred Qualifications

• Master's in Accounting, Finance or related field

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

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.