Accounting, Analysis Skills, Certified Public Accountant (CPA), Communication Skills, Consulting, Customer Relations, Customer Satisfaction, Customer Support/Service, Customer/Client Research, Data Analysis, Data Entry, Establish Priorities, Federal Tax, Financial Audit, Financial Services, Forensic Accounting, Forensic Science, High School Diploma, Inventory Management, Litigation, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Needs Assessment, Presentation/Verbal Skills, Problem Solving Skills, Professional Services, Reconciliation, State Tax, Tax Accounting, Tax Regulations, Tax Returns, Team Player, Technical Delivery, Writing Skills
#LI-AL1 #LI-Onsite
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.
Minimum Qualifications
- High School Diploma or GED required
- Bachelor''s degree or two years of experience on a specialized subject matter
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Ability to analyze and prioritize multiple responsibilities
Essential Functions and Primary Duties
- Review and summarize federal and state tax returns for partnerships, C corporations, S corporations and individuals
- Support preliminary valuation, forensic, and appraisal analyses, including data input for expert witness exhibits under the guidance of senior team members
- Gain an understanding of accounting frameworks, tax law, audit methodologies, and their applicability in a forensic and litigation environment
- Demonstrate proficiency in written and verbal communication both internally and externally
- Work with the discovery team to inventory and reconcile documents and data in preparation for submission to courts, attorneys, and clients
- 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
- Demonstrate problem-solving and critical thinking skills, knowing when to ask for help
- Exceptional use of applicable technology (Outlook, Word, Excel, PowerPoint)
- Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Preferred Qualifications
- Pursuing a master's or a bachelor's degree in accounting with plans to achieve CPA eligibility
- Relevant academic, internship, or work experience in accounting, auditing, or forensic/investigative services
- Active participation in student organizations or work experience in accounting or a related field is a plus
Essential Functions and Primary Duties
- Review and summarize federal and state tax returns for partnerships, C corporations, S corporations and individuals
- Support preliminary valuation, forensic, and appraisal analyses, including data input for expert witness exhibits under the guidance of senior team members
- Gain an understanding of accounting frameworks, tax law, audit methodologies, and their applicability in a forensic and litigation environment
- Demonstrate proficiency in written and verbal communication both internally and externally
- Work with the discovery team to inventory and reconcile documents and data in preparation for submission to courts, attorneys, and clients
- 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
- Demonstrate problem-solving and critical thinking skills, knowing when to ask for help
- Exceptional use of applicable technology (Outlook, Word, Excel, PowerPoint)
- Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Preferred Qualifications
- Pursuing a master's or a bachelor's degree in accounting with plans to achieve CPA eligibility
- Relevant academic, internship, or work experience in accounting, auditing, or forensic/investigative services
- Active participation in student organizations or work experience in accounting or a related field is a plus