Tax Associate - Family Office & Pcs | 2025

With 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 RippleMatch Campus Forward Award Winner for Excellence in Early Career Hiring
• 2023 Handshake Early Careers Winner
• 2022 Best and Brightest Companies to Work for in the Nation
• 2022 America's Best Mid-Size Employers
• 2022 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.
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

Compensation
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.