#LI-BL1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
Review of individual and business tax returns (Form 1040, 1065, 1120-S).
Preparation of complex individual and business tax returns (Form 1040, 1065, 1120-S)
Assist with tax planning and tax research projects.
Collaborate with the outsourced accounting services team for client accounting needs.
Communicate directly with clients regarding tax matters, questions, and planning opportunities.
Collaborate with firm leadership to provide exceptional client service and ensure successful engagement delivery.
Grow into a broader client relationship management role over time.
Preferred Qualifications
Master’s degree in Accounting, Taxation or related field
Bachelor's degree with a preferred field of study in Accounting
CPA eligible
2+ years' or relevant work and industry experience
Software Experience - CCH Axcess Tax, Microsoft Office 365
Minimum Qualifications
- Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
- 2 years of experience in public accounting or related field
- CPA candidates preferred
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proficient use of applicable technology
- Must be able to travel based on client and business needs
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.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- Bachelor's degree in Accounting or related field
- Master's degree in Accounting, Taxation or related field
- 2 years of experience in public accounting or related field
- CPA eligible / CPA candidate
- Experience with CCH Axcess Tax
- Proficiency with Microsoft Office 365
- Ability to manage deadlines, prioritize multiple assignments
- Strong verbal and written communication skills
- Proficient use of applicable technology
- Ability to travel based on client and business needs
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.
