Associate II I Trust & Estate in New York at CBIZ

Date Posted: 9/7/2022

Job Snapshot

  • Employee Type:
  • Location:
    New York
  • Job Type:
  • Date Posted:

Job Description

With over 100 offices and nearly 6,000 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:   

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation 
  • 2022 Top Workplaces USA 
  • 2021 America's Best Mid-Size Employers 
  • 2021 Best and Brightest Companies in Wellness 
  • 2022 Great Place to Work Certification

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.   

We are currently seeking an Associate to join our Trust & Estate Tax Team.

The Associate will have 1 - 2 years of tax experience, preferably public accounting, and will be required to perform and direct the broadest range of accounting and tax tasks for Trust & Estate clients. The Associate will be responsible for preparing less complex returns.

Essential Functions and Primary Duties

  •  Plan and execute day-to-day activities of trust & estate tax return compliance.

  • Identify and communicate tax matters to Senior, Managers and Partners.

  • Build relationships with clients and team members.

  • Apply knowledge of business functions, strategies and processes to provide services, solutions, advice and improvement to clients served.

  • Apply your knowledge and comprehension of professional standards and governing principles to client business.

  • Candidates should be prepared to meet challenging client requirements, provide value added services and should possess strong communication, interpersonal and analytical skills.

Preferred Qualifications

  • Master’s degree in Accounting, Taxation or related field
  • Experience in preparing 706, 709 and 1041 returns 

Minimum Qualifications Required

  • Bachelor’s degree 
  • Must have completed at least one “Busy Season”
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs


If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to


CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.