Client Service Associate role assisting Financial Advisors in servicing clients and handling securities transactions. Responsible for administrative support and maximizing sales opportunities in a financial services company.
About the role
- Tax Senior Associate focusing on private clients and accounting standards at CBIZ, providing tax and advisory services. Collaborating with team members on multiple engagement assignments.
Responsibilities
- 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
Requirements
- 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
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