Tax Consultant

9 hours ago


West Conshohocken, Pennsylvania, United States CBIZ Full time

CBIZ is a leading provider of financial and employee business services, delivering national-caliber expertise combined with highly personalized service at the local level. Our team is dedicated to helping organizations of all sizes achieve their goals through top-level financial and employee business services.

Key Responsibilities

  • Gain a deep understanding of tax planning and compliance for 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, developing strong relationships with client staff to increase customer satisfaction and strengthen client relationships.
  • Provide exceptional service to every client by offering individual attention, responsiveness, and commitment to understanding their goals and needs.
  • Maintain the highest degree of professional standards, client confidentiality, and personal conduct.

Preferred Qualifications

  • Masters degree in Accounting, Taxation, or a related field is preferred.
  • Active participation in student organizations or work experience in accounting or a related field is a plus, but not required.

Minimum Qualifications

  • Working towards a Bachelor's degree.
  • Excellent interpersonal, analytical, research, and tax project management skills, including knowledge of GAAP, Taxation compliance, codes, and regulations.
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the 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.

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