Teams at CBIZ

Supports tax planning and compliance assignments across multiple industries. Prepares and reviews federal and state returns for partnerships, corporations, and individuals; assists with IRS audits, tax notices, trust returns, and gift and estate returns. Participates in client engagements from start to finish, develops client relationships, and maintains confidentiality and professional standards.

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.

Prepare and review complex individual and family tax returns for high-net-worth clients, support tax planning strategies, research tax issues, analyze financial data, respond to tax authority notices, and maintain client relationships. The role also involves client meetings, presenting findings, collaborating with tax professionals, meeting deadlines, and supporting managers and directors.