Tax Intern | Alternative Investment Group | Spring 2027

Posted 5 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
Internship
Consulting • Financial Services
The Role
Assist with planning tax assignments, preparing and reviewing federal and state returns, supporting IRS audits and tax notices, and completing trust, gift, and estate returns. Build tax compliance knowledge, participate in client assignments, maintain client relationships, and uphold confidentiality and professional standards. The role requires strong communication, analytical, research, project management, multitasking, problem-solving, and Microsoft Office skills while pursuing a bachelor's degree.
Summary Generated by Built In

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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

Preferred Qualifications

  • Master’s degree in Accounting, Taxation or related field preferred

  • Active participation in student organizations or work experience in accounting or a related field is a plus, but not required

QualificationsMinimum Qualifications
  • Working towards a Bachelor's degree
  • Excellent interpersonal, analytical, research and project management skills
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Ability to multi-task, think independently and problem solve in a results driven team oriented environment
  • Strong verbal and written communications skills
  • Strong computer and technical skills including, Microsoft Office Suite, Outlook, and intranet software

Skills Required

  • Working towards a Bachelor's degree
  • Excellent interpersonal, analytical, research, and project management skills
  • Ability to communicate verbally and in writing across all organizational levels
  • Ability to multitask, think independently, and solve problems in a results-driven, team-oriented environment
  • Strong verbal and written communication skills
  • Strong computer and technical skills, including Microsoft Office Suite, Outlook, and intranet software
  • Master's degree in Accounting, Taxation, or a related field
  • Active participation in student organizations or accounting-related work experience
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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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