Forensic Accounting and Litigation Intern | Summer 2027

CBIZ; San Diego (CA); On-site; USD 28,000 - 34,000; Part time

Job summary

CBIZ in San Diego is seeking an undergraduate/graduate intern to assist with reviewing federal and state tax returns for partnerships, corporations, and individuals. You will support forensic analyses and data input for exhibits under senior guidance.

The role emphasizes understanding accounting frameworks, CPA eligibility, and strong written/verbal communication while collaborating with discovery and client teams.

Qualifications

• Pursuing a Bachelor's degree in accounting; CPA eligibility planned.
• Relevant accounting, auditing, or forensic/investigative experience is a plus.
• Active participation in student organizations or work experience in accounting is a plus.

Responsibilities

• 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 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

Skills

Interpersonal skills

Analytical skills

Research skills

Project management

Communication skills

Microsoft Office

Audit software

Attention to detail

Education

Bachelor's degree in accounting

Pursuing CPA eligibility

Tools

Audit software

Microsoft Office

Excel

Job description

Description

#LI-AL1 #LI-Onsite

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, intranet and audit software