CAREERS AT CBIZ

Tax Associate - Family Office & PCS - 2021 in New York, NY at CBIZ

Date Posted: 9/17/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 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®  
  • 2019 America’s Best Mid-Size Employers by Forbes 
  • 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence 
  • 2021 Vault Rankings - 5th Best Accounting Firm for Client Interaction  

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. 

Essential Functions & Primary Duties

  • 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  

Preferred Qualifications

  • 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  

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