Tax Associate

Job Description

Tax Intern | Spring 2027 | CBIZ

The Tone:
This is an internship at CBIZ. CBIZ is a professional services firm that provides comprehensive tax services to clients across various industries. This role is crucial for supporting client tax planning and compliance efforts, offering a practical introduction to the field for aspiring tax professionals.

The TL;DR
• Role: Internship
• Mission: Support client tax planning, compliance, and advisory services across diverse industries.
• Tech Stack: Microsoft Office Suite, Outlook, intranet software

What You’ll Actually Do
• Planning: Assist with planning multiple tax assignments for clients across diverse industries, including Real Estate, Construction, Healthcare, and Manufacturing.
• Compliance: Prepare and review federal and state tax returns for partnerships, C corporations, S corporations, and individuals.
• Advisory: Develop tax compliance knowledge and provide support for IRS audits, tax notice responses, trust returns, and gift and estate returns.
• Engagement Management: Participate in client assignments and projects from their beginning to their completion.
• Client Relations: Develop and maintain excellent working relationships with all levels of client staff to increase satisfaction and strengthen client partnerships.

The Must-Haves
• Background: Entry-Level. Working towards a Bachelor’s degree.
• Experience: No specific years required. Active participation in student organizations or work experience in accounting or a related field. Proficiency with Microsoft Office Suite, Outlook, and intranet software.
• Skills: Excellent interpersonal, analytical, research, and project management skills; demonstrated ability to communicate verbally and in writing throughout all organizational levels; ability to multi-task, think independently, and problem-solve in a team-oriented environment.
• Bonus: Master’s degree in Accounting, Taxation or a related field preferred.