Tax Associate II | Tax Technology

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 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 CPAsoperatesunder its previous name, Mayer Hoffman McCann P.C.

Our Tax Technology & Transformation team is focused on solving the complex challenges that modern tax departments are often burdened with. We are helping scale and enhance the tax function through digitization, automation, and other advancing technologies-including the use of data, analytics, and intelligent automation. We are searching for passionate and motivated individuals to join our growing team and help provide innovative solutions in a constantly evolving business environment.

Essential Functions and Primary Duties

• Analyze complex subjects, utilizing technology and problem-solving skills to deliver solutions

• Assist in process standardization and implementation of new technology solutions

• Build advanced analytic process automation workflows using Alteryx

• Continuously learn about new and advancing technologies to leverage in business operations

• Communicate value propositions in visual, verbal, and written formats

• Seek diverse views to encourage improvement and innovation

• Meet annual metrics including, but not limited to, billing, realization, days outstanding and individual charge hour objectives

• Ensure quality control standards are met

• Help foster a team environment by demonstrating support of firm initiatives and builds a positive culture

• May work directly with clients and manage staff

• May be internal advisor on technical matters as a Subject Matter Expert

• Look for ways to identify business opportunities for CBIZ

• Opportunities of serving as key client contact; viewed as trusted business advisor by clients

• Additional responsibilities as assigned

Preferred Qualifications

• Master's degree in Computer Science, Data Analytics or technology.

• CPA eligible or equivalent certification such as EA, JD, MBA; desire to obtain certification required

• Proficient in Microsoft Excel and Alteryx

• Working knowledge of Python and SQL, XML etc.

• Experience with RPA tools: UiPath, Power Automate etc.

• Experience with Visualization tools: Power BI etc.

• 3 years of experience in data analytics or related field

Minimum Qualifications Required

• Bachelor's degree required, Master's degree in Accounting, Taxation or related field preferred

• Must have completed at least one "Busy Season"

• 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 $75,000-$90,000. 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.

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