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Job

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

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CBIZ

•

1mo ago

đź’Ľ Graduate Job

New York

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Graduate Job

Accounting & Tax•New York

Description

  • Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
  • The Tax Associate works as a member of the Family Office Services (FOS) group of CBIZ in providing outstanding service to our valued clients. This position performs many of the duties of an entry level accountant including servicing High Net Worth (HNW) individuals and family groups, under the supervision of upper level management.  Our FOS group is dedicated to assisting small business, high net worth individuals and family groups with financial planning, and a diverse array of accounting and tax services. This is your opportunity to position yourself for professional growth and advancement in an exciting and dynamic firm. 


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

Education requirements

Bachelors
Masters

Area of Responsibilities

Accounting & Tax

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

Details

Work type

Full time

Work mode

office

Location

New York