Tax Associate | 2027

CBIZ; Portland (ME); On-site; USD 55,000 - 75,000; Full time

Job summary

CBIZ in Portland, ME is seeking a Tax Associate to support planning and execution of diverse tax assignments across Real Estate, Construction, Healthcare, Manufacturing and more. You will prepare and review federal and state returns for partnerships, C corps, S corps and individuals, while developing tax compliance knowledge and assisting with IRS audits, notices, trusts and estates.

You will collaborate with client staff, mentor interns, and uphold the highest professional standards and

Qualifications

• Bachelor's degree required in accounting or related field.
• Master's degree preferred; CPA eligible desired.
• Internship experience in accounting preferred.
• Strong verbal and written communication skills and analytical abilities.
• Ability to multi-task and work effectively in a collaborative, results-driven environment.

Responsibilities

• Understand and assist in planning multiple tax assignments across industries.
• Prepare and review federal and state returns for partnerships, C corporations, S corporations and individuals.
• Develop tax compliance knowledge; assist with IRS audits, tax notices, trusts, gift and estate returns.
• Participate in client assignments from start to finish.
• Build and maintain excellent relationships with client staff to improve satisfaction and strengthen relationships.
• Provide exceptional service with attention to client goals and needs.
• Maintain high professional standards, confidentiality and personal conduct.
• Assist with training and mentoring junior associates and interns on tax methodology.

Skills

Interpersonal skills

Analytical skills

Research skills

Tax project management

GAAP knowledge

Tax compliance

Tax regulations

Education

Bachelor's degree

Master's degree in Accounting/Taxation

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
• Assist with training and mentoring junior associates and interns on tax methodology

Preferred Qualifications

• Master's degree in Accounting, Taxation or related field preferred
• CPA eligible; desire to obtain certification is required
• Internship experience in accounting or related field preferred
• Excellent interpersonal, analytical, research and tax project management skills, including basic knowledge of GAAP, Taxation compliance, codes and regulations
• Ability to multi-task, think independently and problem solve in a results driven team oriented environment
• Strong verbal and written communications skills

Minimum Qualifications

• Bachelor's degree required
• Internship experience in accounting or related field preferred
• Demonstrated ability to communicate verbally and in writing throughout all levels oforganization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

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