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Audit and Tax Associate | 2025
2 months ago
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:
* 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.
Essential Functions & Primary Duties
* Gain an understanding and assist in planning multiple audit assignments for MHM in Real Estate, Construction, Nonprofit, Manufacturing and many more industries.
* Prepare and review federal and state tax returns for CBIZ 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.
* Execute solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures relative to individual client assignments.
* Participate in client assignments from beginning to end.
* Identify and communicate audit issues, technical matters and improvement opportunities with senior associates, managers and partners to resolve client issues discovered during the audit process.
* Develop and maintain an excellent working relationship with all levels of client staff to increase customer satisfaction and to strengthen client relationships.
* Pledge 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 associates and interns on audit methodology.
Preferred Qualifications
* Master's degree in Accounting, Taxation or related field preferred
* CPA eligible; desire to obtain certification is required
* Internship experience in accounting or related field preferred
* Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations
* Ability to multi-task, think independently and problem solve in a results driven team oriented environment
* Strong verbal and written communications skills
Minimum Qualifications
* Bachelor's degree required
* Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
* 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
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