Knowledgeable on complex accounting issues and treatment, proficient in accounting research ... Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s
Knowledgeable on complex accounting issues and treatment, proficient in accounting research ... Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s
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 ...
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 ...
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 ...
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 ...
Senior Associate | International Tax - National Tax Office
Providence, RI · On-site
$82K - $102K/yr
#LI-AE1 #LI-Remote Responsibilities CBIZ is seeking an International Tax Senior Associate to join ... Master's degree in Accounting, Taxation or related field * CPA license or active progress toward CP ...
Senior Associate | International Tax - National Tax Office
Providence, RI · On-site
$82K - $102K/yr
#LI-AE1 #LI-Remote Responsibilities CBIZ is seeking an International Tax Senior Associate to join ... Master's degree in Accounting, Taxation or related field * CPA license or active progress toward CP ...
Tax Associate
Providence, RI · On-site
$59K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Providence, RI · On-site
$59K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Warwick, RI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Warwick, RI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
East Providence, RI · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
East Providence, RI · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Warwick, RI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Warwick, RI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Johnston, RI · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Johnston, RI · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Providence, RI · On-site
$59K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Providence, RI · On-site
$59K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
West Warwick, RI · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
West Warwick, RI · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Lincoln, RI · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Lincoln, RI · On-site
$53K - $71K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Rumford, RI · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Rumford, RI · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Providence, RI · On-site
$59K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Providence, RI · On-site
$59K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Wakefield, RI · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Wakefield, RI · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Warwick, RI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Warwick, RI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
East Greenwich, RI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
East Greenwich, RI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Westerly, RI · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Westerly, RI · On-site
$58K - $78K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Smithfield, RI · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Smithfield, RI · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
North Smithfield, RI · On-site
$56K - $74K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
North Smithfield, RI · On-site
$56K - $74K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Accounting Associate information
What does a tax accounting associate do?
A Tax Accounting Associate assists with preparing and filing tax returns, ensuring compliance with relevant tax laws and regulations. Their responsibilities often include gathering and analyzing financial information, maintaining accurate records, and assisting with audits. They work closely with accountants and clients to resolve tax-related issues and provide support during tax season. This role is crucial for ensuring organizations or individuals meet their tax obligations efficiently and accurately.
What are some typical challenges faced by tax accounting associates during tax season, and how can they effectively manage their workload?
During tax season, Tax Accounting Associates often encounter tight deadlines, high volumes of client documentation, and frequent last-minute changes in tax regulations. To manage these challenges, associates typically prioritize tasks using project management tools, communicate closely with their team to delegate responsibilities, and stay organized by maintaining up-to-date records. Proactive time management and regular check-ins with supervisors can also help ensure accuracy and reduce stress during peak periods.
What are the key skills and qualifications needed to thrive as a tax accounting associate, and why are they important?
To thrive as a Tax Accounting Associate, you need a solid understanding of tax laws, accounting principles, and a relevant degree such as accounting or finance. Familiarity with tax preparation software, spreadsheets, and systems like QuickBooks or SAP is typically required, and certifications such as CPA or Enrolled Agent can be advantageous. Attention to detail, analytical thinking, and strong communication skills help you manage complex returns and interact with clients and team members effectively. These skills ensure accurate tax filings, compliance with regulations, and the ability to provide valuable support within a fast-paced accounting environment.
What is the difference between Tax Accounting Associate vs Tax Preparer?
| Aspect | Tax Accounting Associate | Tax Preparer |
|---|---|---|
| Credentials | Often requires a degree in accounting or finance; certifications like EA or CPA are common | Typically requires a high school diploma; certifications like EA are advantageous but not mandatory |
| Work Environment | Works in accounting firms, corporate finance departments, or tax departments | Primarily works in tax preparation services, retail tax clinics, or freelance settings |
| Employer & Industry Usage | Used by accounting firms, corporations, and government agencies | Used by tax preparation companies, retail chains, and individual clients |
The main difference is that a Tax Accounting Associate generally has a broader role involving accounting and tax compliance, often requiring formal education and certifications. In contrast, a Tax Preparer focuses mainly on preparing individual or business tax returns, often with less formal education. Both roles are essential in the tax industry but serve different functions and work environments.
Do you need a CPA to be a tax accounting associate?
A tax accounting associate typically does not need a CPA license to perform entry-level tax preparation and accounting tasks. However, obtaining a CPA can enhance career advancement opportunities and credibility in the field. Many employers value relevant experience and certifications such as the Enrolled Agent or specific tax courses alongside or instead of a CPA license.
What are the most commonly searched types of Tax Accounting jobs in Rhode Island?
The most popular types of Tax Accounting jobs in Rhode Island are:
What cities in Rhode Island are hiring for Tax Accounting Associate jobs?
Cities in Rhode Island with the most Tax Accounting Associate job openings:
CBIZ rating
8.1
Based on 58 frontline employees who took The Breakroom Quiz
13th of 23 rated bookkeepers and accountants
Job description
#LI-MC3 #LI-Hybrid
Responsibilities
Essential Functions and Primary Duties
- Oversee the month-end and year-end closing process, including preparation of audit schedules, financial statements and notes to the financial statements
- Keep engagement partner informed and updated on engagement progress, engagement issues, and team status and needs
- Knowledgeable on complex accounting issues and treatment, proficient in accounting research
- Responsible for preparing monthly financial statements, including statement of financial position, statement of activities, statement of functional expenses, and analysis on changes in financial position and budget variances
- Review reconciliations for significant balance sheet accounts and various other general ledger accounts, as needed; and review month-end closing entries including payroll, fringe, indirect allocations, investment allocations, and grant allocations
- Maintain deep understanding of the accounting operations within each assigned client
- Proficient knowledge of the clients accounting software packages
- Responsible for recommending and enforcing the internal controls, policies, and procedures, established by the client
- Lead the engagement team in preparation for clients audits as the main contact with external auditors
- Manage the preparation of our clients 990 and tax forms and year end preparation of their 1099s
- Recommend, design, and implement any necessary policy controls and procedures.
- Other duties may include, but are not limited to: budget preparation, review, modification, Grant reporting to private/federal funders, Drafting of Policies and Procedures, review and payment of client payables in third party software, client billing, drafting of engagement letters
- Train, coach and mentor staff accountants
- Review and supervise Senior and Staff Accountants monthly work, including journal entry and monthly reconciliation review, ensuring accuracy and efficiency in month end completion
- Assist in growth, development and training of staff
Qualifications
Minimum Qualifications
- Bachelor's degree in relevant field
- 3 years of relevant work experience
- Achieve professional certifications relative to area of expertise, must have and preserve required licenses
- Must possess analytical skills
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
About Us
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.
About CBIZ
Sourced by ZipRecruiter
With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities 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.
Industry
Business management consulting
Company size
5,001 - 10,000 Employees
Headquarters location
Cleveland, OH, US
Year founded
1987