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About CBIZ
CBIZ is a leading provider of business consulting, tax, and financial services to organizations of all sizes. With a strong presence throughout the U.S., we deliver top-level expertise combined with highly personalized service.
Our Values
We are committed to excellence, integrity, and innovation in everything we do. Our team is dedicated to providing exceptional service to our clients and making a positive impact in our communities.
The Tax Associate Role
We are seeking a highly skilled Tax Associate to join our Client Services team. As a Tax Associate, you will work closely with our clients to provide outstanding service and support their tax needs.
Key Responsibilities
- Gain an understanding of multiple tax assignments in various industries, including Real Estate, Construction, Healthcare, and Manufacturing.
- 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 assignments from beginning to end.
- Develop and maintain excellent working relationships with all levels of client staff to increase customer satisfaction and 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 tax methodology.
Requirements
- Bachelor's degree in Accounting, Taxation, or related field.
- CPA eligible; desire to obtain certification is required.
- Excellent interpersonal, analytical, research, 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.
- Ability to travel based on client and business needs.
Compensation
The annual salary target for this role is $71,000-$75,000. The specific compensation for this role will be determined based on education, experience, and skill set of the individual selected for this position.
