Tax Associate | 2025

Tax Associate | 2025

02 May 2024
Pennsylvania, Westconshohocken 00000 Westconshohocken USA

Tax Associate | 2025

Reference #: 15547

Status Category:


ExemptScheduled Hours Per Week:

40Job Code:

FS210TCWith over 120 offices and nearly 7,000 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:

2024 Handshake Early Careers Winner

2024 Early Talent Award by Ripplematch

2023 Best and Brightest Companies to Work for in the Nation

2023 Best and Brightest Companies in Wellness

2023 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.

The Tax Associate works as a member of the Client Services group of CBIZ in providing outstanding service to our valued clients. This position performs many of the duties of an entry level accountant including working directly with corporate clients, under the supervision of upper level management.

Essential Functions & Primary Responsibilities

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

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 preferred

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


The annual salary target for this job in this market is $71,000-$75,000. The specific compensation for this role will be determined based on education, experience and skill set of the individual selected for this position. The compensation above is not representative of an employee's total compensation. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

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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 and .CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.

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