Accounting Advisory Intern | Summer 2027

CBIZ; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

CBIZ is seeking a driven student or early-career professional to join its tax team in San Francisco. You will assist in planning and supporting tax assignments across Real Estate, Healthcare, Manufacturing and more, while growing client-service skills.

Responsibilities include preparing and reviewing federal and state returns for partnerships, C and S corporations and individuals, and assisting with IRS audits and notices. A collaborative, client-focused mindset is essential.

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.
• 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.

Responsibilities

• 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.

Skills

Interpersonal skills

Analytical skills

Research skills

Project management

Verbal communication

Written communication

Multitasking

Problem solving

Technical skills

Microsoft Office

Education

Master's degree in Accounting, Taxation or related field

Job description

Essential Functions and 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
• 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

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field preferred
• Active participation in student organizations or work experience in accounting or a related field is a plus, but not required

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