CBIZ

Tax Associate | 2027

CBIZ  •  Costa Mesa, CA (Hybrid)  •  8 hours ago
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Job Description

#LI-EC1 #LI-Hybrid

Essential Functions and Primary Duties

  • 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 assignments 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

  • 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

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
  • Internship experience in accounting or related field preferred
  • Demonstrated ability to communicate verbally and in writing throughout all levels oforganization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs
CBIZ

About CBIZ

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com.

CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com.

CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services.

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Industry
Consulting & Advisory
Company Size
5,001-10,000 employees
Headquarters
Independence, Ohio
Year Founded
1996
Website
cbiz.com
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