Tax Associate | 2027

Posted 2 Days Ago
Be an Early Applicant
Costa Mesa, CA, USA
Hybrid
Entry level
Consulting • Financial Services
The Role
Prepare and review federal and state tax returns for partnerships, corporations, and individuals. Assist with tax compliance, IRS audits, notices, trust/gift/estate returns. Support client engagements end-to-end, build client relationships, maintain professional standards, and mentor junior staff while developing tax knowledge across industries.
Summary Generated by Built In

#LI-EC1 #LI-Hybrid

Responsibilities

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

QualificationsMinimum 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

Skills Required

  • Bachelor's degree
  • Master's degree in Accounting, Taxation or related field
  • CPA eligible; desire to obtain certification
  • Internship experience in accounting or related field
  • Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP and tax codes/regulations
  • Ability to multi-task, think independently and problem solve in a team-oriented environment
  • Strong verbal and written communications skills / demonstrated ability to communicate at all organizational levels
  • Proficient use of applicable technology
  • Ability to travel based on client and business needs
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The Company
HQ: Cleveland, OH
3,512 Employees

What We Do

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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