Tax Associate | 2027

CBIZ Inc

Costa Mesa, CA

JOB DETAILS
SKILLS
Accounting, Analysis Skills, Communication Skills, Customer Relations, Customer Satisfaction, Customer Support/Service, Federal Tax, Generally Accepted Accounting Principles (GAAP), Hospital/Healthcare Construction, Interpersonal Skills, Manufacturing, Mentoring, Needs Assessment, Presentation/Verbal Skills, Project/Program Management, Property Tax, Regulations, State Tax, Tax Accounting, Tax Planning, Tax Regulations, Tax Returns, Willing to Travel, Writing Skills
LOCATION
Costa Mesa, CA
POSTED
3 days ago

#LI-EC1 #LI-Hybrid

Minimum 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

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

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

About the Company

C

CBIZ Inc