Tax Associate - Cbiz

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 is honored to be the recipient of several national recognitions: 

• 2024 Handshake Early Careers Winner 
• 2024 Early Talent Award by Ripplematch 
• 2023 Best and Brightest Companies to Work for in the Nation 
• 2023 Best and Brightest Companies in Wellness 
• 2023 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. 

The Tax Associate works as a member of the Client Services group of CBIZ in providing outstanding service to our valued clients.  This position performs many of the duties of an entry level accountant including working directly with corporate clients, under the supervision of upper level management.

Essential Functions & Primary Responsibilities

• Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries
• Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
• Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
• Participate in client assignements from beginning to end
• Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships
• Pleadge to provide exceptional service to every client by providing individual attention, responsiveness and commitment to understanding their goals and needs
• Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
• Assist with training and mentoring junior associate and interns on tax methodology

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field
• Internship experience in accounting or related field preferred

Minimum Qualifications

• Bachelor's degree requird
• CPA eligible; desire to obtain certification is required
• Excellent interpersonal, analytical, reserach and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Ability to multi-task, think independently and problem solve in a results driven team oriented environment
• Strong verbal and written communications skills
• Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
• Must be able to travel based on client and business needs