Tax Staff

Job Description

Tax Intern | 2027 | CBIZ

The Tone:
This is an internship at CBIZ. CBIZ is a professional services organization, comprising an 8,637-person team dedicated to providing comprehensive business solutions. This role is crucial for delivering exceptional client service by providing individual attention, responsiveness, and a commitment to understanding client goals and needs, while upholding the highest professional standards and confidentiality.

The TL;DR
• Role: Internship
• Mission: Own the delivery of comprehensive tax compliance and advisory services across diverse industries for partnerships, corporations, and individuals.
• Tech Stack: Microsoft Office Suite, Outlook, intranet software

What You’ll Actually Do
• Planning: Assist in planning multiple tax assignments across various industries such as Real Estate, Construction, Healthcare, and Manufacturing.
• Preparation: Prepare and review federal and state tax returns for partnerships, C corporations, S corporations, and individuals.
• Compliance: Develop tax compliance knowledge and assist with IRS audits, tax notice responses, trust returns, and gift and estate returns.
• Client Engagement: Participate in client assignments from beginning to end, ensuring thorough involvement in the project lifecycle.
• Relationship Building: Develop and maintain excellent working relationships with all levels of client staff to increase customer satisfaction and strengthen client relationships.

The Must-Haves
• Background: Entry-level intern working towards a Bachelor’s degree in Accounting, Taxation, or a related field.
• Experience: No specific years required. Work experience in accounting or a related field is a plus.
• Skills: Excellent interpersonal, analytical, research, and project management skills; demonstrated ability to communicate verbally and in writing throughout all levels of the organization; capacity to multi-task, think independently, and problem solve; strong computer and technical skills including Microsoft Office Suite, Outlook, and intranet software.
• Bonus: A Master’s degree in Accounting, Taxation, or a related field is preferred, along with active participation in student organizations.