Audit and Tax Associate - Cbiz

CBIZ Somerset is a relationship driven accounting and advisory firm that is always looking for smart, ambitious, friendly people to join our growing firm. We have over 200 professionals and stand as one of the largest local CPA firms in the Midwest region.

Our successful employees know that building solid relationships with our clients is as important as effectively leading others through an engagement. Your impact at CBIZ Somerset goes beyond compliance. You have the ability to make a difference and advance your career through demonstrated leadership, welcoming new challenges, and recognizing the potential in others.

Whether you already know which path to take your career or still need time to explore, Somerset staff always have the perfect starting point. You can choose between Tax, Assurance, or Generalist. As a Generalist you will have a unique opportunity to work on a variety of engagements in tax, assurance and advisory before selecting the area that fits you best. Becoming a well-rounded accountant doesn’t happen the moment you walk in the door. At Somerset you can expect to go through new hire orientation and receive training from our in-house trainers, learn and grow with opportunities to sit in front of clients, as well as be an active participant in setting goals for your future with your mentor.

Essential Functions & Primary Duties

• Gain an understanding and assist in planning multiple tax assignments in Real Estate, Construction, Healthcare, Manufacturing and many more industries
• Prepare and review federal and state tax returns for partnerships, C corporations, S corporations and individuals
• Develop tax compliance knowledge and assist with IRS audits, tax notice response, trust returns, gift and estate returns
• Prepare compilations, reviews, and audits for clients across multiple industries
  
• 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 preferred
• Graduating December ’23 - August ’25
• CPA eligible; desire to obtain certification is required
• GPA: Overall - 3.0
• Internship experience in accounting or related field preferred
• Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations
• Ability to multi-task, think independently and problem solve in a results driven team oriented environment
• Strong verbal and written communications skills

Minimum Qualifications

• Bachelor's degree required
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• 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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