Status Category: Full-Time Exempt/Non-Exempt: Exempt Scheduled Hours Per Week: 40 Job Code: FS248TC 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 has been honored to be the recipient of several national recognitions: 2022 Best and Brightest Companies to Work for in the Nation 2023 Top Workplaces USA 2022 America's Best Mid-Size Employers 2022 Best and Brightest Companies in Wellness 2022 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. Essential Functions and Primary Duties Complete all aspects of tax and engagements (Individual, Trust, Gift, Estate) for clients including status updates to engagement managers and adhere to all quality control standards as required Demonstrate understanding of the client's personal income, wealth transfer, and planning opportunties of client engagements Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed Achieve charge hour goals Review associates' tax work: provide constructive review points May supervise Associate's on engagements Train and mentor associate staff May be involved in the client billing process by assisting Managers or Directors Identify and begin to develop knowledge in selected specialty practice Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements Execute administrative duties as assigned Additional responsibilities as assigned Preferred Qualifications Master's degree in Accounting, Taxation or related field Minimum Qualifications Required Bachelor's degree 3 years of experience in public accounting or related field 1 year supervisory experience preferred 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.Jobs Category: Tax REASONABLE ACCOMMODATION If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to . EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement. PAY TRANSPARENCY PROTECTION NOTIFICATION CBIZ is an equal opportunity employer and reviews applications for employment without regard t