Financial Advisory Assistant
3 days ago
About Us:
CBIZ Accounting, Tax and Advisory of New York LLC is a leading provider of financial and employee business services. We deliver top-level expertise combined with highly personalized service delivered at the local level. With over 120 offices across the US, we serve a wide range of industries, including real estate, nonprofit, government, wholesale and retail distribution, manufacturing, media and entertainment, and professional service firms.
We are proud to have received numerous awards and recognitions, including the RippleMatch Campus Forward Award Winner for Excellence in Early Career Hiring and the Handshake Early Careers Winner. Our team is dedicated to providing exceptional service to our clients and internal stakeholders.
About the Role:
This internship role will provide an exceptional opportunity to gain hands-on experience in tax preparation, research, and planning. As a Financial Advisory Assistant, you will assist in preparing federal and state tax returns for partnerships, C corporations, S corporations, and individuals. You will also develop your knowledge of GAAP and taxation compliance, as well as communicate effectively with clients and internal stakeholders.
Your Key Responsibilities:
- Assist in planning multiple tax assignments in various industries
- Prepare and review federal and state tax returns
- 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 clients and internal stakeholders
Compensation and Benefits:
- Estimated hourly rate: $22.50 (based on education, experience, and skill set)
- Comprehensive benefits package, including medical, dental, and vision insurance
- Retirement savings plan
- Life and disability insurance
- Health care and dependent care reimbursement accounts
- Certification incentives
- Education assistance
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