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Supports tax assignment planning, prepares and reviews federal and state returns, assists with IRS audits and tax notices, and contributes to trust, gift, and estate returns. The intern participates in client engagements, builds client relationships, maintains confidentiality, and follows professional standards. The role requires strong communication, analytical, research, problem-solving, multitasking, and computer skills while pursuing a bachelor’s degree.
#LI-DNI
ResponsibilitiesEssential 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
Preferred Qualifications
- Master’s degree in Accounting, Taxation or related field preferred
- Active participation in student organizations or work experience in accounting or a related field is a plus, but not required
- Working towards a Bachelor's degree
- Excellent interpersonal, analytical, research and project management skills
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
- Ability to multi-task, think independently and problem solve in a results driven team oriented environment
- Strong verbal and written communications skills
- Strong computer and technical skills including, Microsoft Office Suite, Outlook, and intranet software
CBIZ New York, New York, USA Office
New York, United States, 0
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
