Tax Associate | 2027

CBIZ • Costa Mesa, CA

32d • Hybrid

About The Position

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.

Requirements

• Bachelor’s degree required
• Internship experience in accounting or related field preferred
• 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
• 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

Nice To Haves

• 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

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level