Tax Associate

Job Description

Tax Intern | 2027 | CBIZ

The Tone:
This is an internship at CBIZ, a leading provider of business and financial services designed to help organizations and individuals grow and succeed. The company delivers integrated solutions including accounting, tax, and advisory services to a diverse client base across numerous industries. This role offers an invaluable opportunity for an aspiring professional to gain practical experience in tax services. The intern’s contribution is vital for supporting client engagements, ensuring meticulous tax compliance, and upholding the firm’s commitment to delivering exceptional service and maintaining strong client relationships.

The TL;DR
• Role: Internship
• Mission: This intern will gain hands-on experience supporting CBIZ’s comprehensive tax services, ensuring accurate compliance and fostering strong client relationships across diverse industry sectors.
• Tech Stack: Microsoft Office Suite, Outlook, intranet software

What You’ll Actually Do
• Tax Planning Assistance: Gain a foundational understanding and actively assist in the planning phases of multiple tax assignments, supporting diverse industries such as Real Estate, Construction, Healthcare, and Manufacturing, among others, to prepare for comprehensive tax solutions.
• Tax Return Management: Prepare and thoroughly review federal and state tax returns, encompassing various entity types including partnerships, C corporations, S corporations, and individual filings, ensuring accuracy and adherence to current tax regulations.
• Compliance and Audit Support: Develop comprehensive tax compliance knowledge and provide crucial assistance with IRS audits, formulate effective responses to tax notices, and accurately prepare specialized trust, gift, and estate returns.
• Client Project Ownership: Participate actively in client assignments, taking initiative from the beginning stages through to successful completion, contributing to all aspects of project delivery and gaining a full understanding of client engagement lifecycles.
• Client and Professional Engagement: Cultivate and maintain excellent working relationships with all levels of client staff, pledge to provide exceptional service with individual attention and responsiveness, and uphold the highest professional standards, including client confidentiality and personal conduct.

The Must-Haves
• Background: Entry-Level. Candidates must be actively working towards a Bachelor’s degree.
• Experience: No specific prior professional years are required, though active participation in student organizations or work experience in accounting or a related field is considered a valuable asset.
• Skills: Demonstrate excellent interpersonal, analytical, research, and project management skills; exhibit strong verbal and written communication abilities for effective internal and external interactions; possess the ability to multi-task, think independently, and problem-solve in a results-driven team-oriented environment; and maintain strong computer and technical skills, including proficiency with Microsoft Office Suite, Outlook, and intranet software.
• Bonus: A Master’s degree in Accounting, Taxation, or a related field is preferred for candidates seeking to further specialize their expertise.