Tax Associate | Family Office and PCS | Fall 2024 - New York

CBIZ

Mar 23

Applications are closed

Job
Full-time
Entry Level
Accounting & Tax
New York City

Requirements

Master’s degree in Accounting, Taxation or related field
Internship experience in accounting or related field
Minimum Qualifications:
Bachelor's degree required
CPA eligible; desire to obtain certification is required
Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations
Demonstrated ability to communicate verbally and in writing throughout all levels of 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, intranet and audit software
Must be able to travel based on client and business needs

Responsibilities

Gain an understanding and assist in planning multiple sophisticated client engagements for high net worth individuals and family groups
Prepare and review complex individual tax returns and related fiduciary, partnership, corporate, not for profit, and gift tax returrns, as well as 1040s and 10401s
Develop tax compliance knowledge and assist with estate, gift, and trust tax returns, and trust accounting
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

CBIZ

Trusted local advisors enhanced by specialists nationwide. (NYSE: CBZ)

Consulting

Industry

5001-10,000

Employees

1996

Founded Year

Mission & Purpose

With over 120 offices and nearly 7,000 associates throughout the U.S., CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work® 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence Top 101 2020 Best and Brightest Companies to Work For in the Nation 2020 Healthiest 100 Workplace in America 2021 Top Workplaces USA We are one of the nation's leading: Accounting Providers Employee Benefits Specialists Property & Casualty Brokerage and Risk Consulting Firms Valuation Firms Retirement & Investment Specialists CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.