The intern will review tax returns and support forensic, valuation, and appraisal analyses under senior guidance. They will also assist the discovery team with document reconciliation and maintain professional client relationships.
Requirements overview
Candidates must be pursuing a bachelor's degree in accounting with strong analytical and communication skills. Proficiency in Microsoft Office and a commitment to professional standards and confidentiality are required.
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com.
CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com.
CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services.
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RESPONSIBILITIES
Essential Functions and Primary Duties
* Review and summarize federal and state tax returns for partnerships, C
corporations, S corporations and individuals
* Support preliminary valuation, forensic, and appraisal analyses, including
data input for expert witness exhibits under the guidance of senior team
members
* Gain an understanding of accounting frameworks, tax law, audit methodologies,
and their applicability in a forensic and litigation environment
* Demonstrate proficiency in written and verbal communication both internally
and externally
* Work with the discovery team to inventory and reconcile documents and data in
preparation for submission to courts, attorneys, and clients
* 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
* Demonstrate problem-solving and critical thinking skills, knowing when to ask
for help
* Exceptional use of applicable technology (Outlook, Word, Excel, PowerPoint)
* Maintain and comply with the highest degree of professional standards, client
confidentiality and personal conduct
Preferred Qualifications
* Pursuing a master’s or a bachelor’s degree in accounting with plans to
achieve CPA eligibility
* Relevant academic, internship, or work experience in accounting, auditing, or
forensic/investigative services
* Active participation in student organizations or work experience in
accounting or a related field is a plus
QUALIFICATIONS
Minimum Qualifications
* Working towards a Bachelor's degree
* Excellent interpersonal, analytical, research and project management skills
* Demonstrated ability to communicate verbally and in writing throughout all
levels of the 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, and intranet software