Tax Associate

CBIZ

Tax Associate responsible for preparing and reviewing tax returns and developing tax compliance knowledge in varying industries. Collaborating with clients to enhance customer satisfaction and assist in audits and filings.

Posted 7/20/2026full-timeCosta Mesa • California • 🇺🇸 United StatesJuniorMid-Level💰 $55,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax compliance and preparation for various entities, including partnerships and corporations, while maintaining strong client relationships and providing exceptional service. Proficient in tax methodology, IRS audits, and regulatory compliance, with a commitment to professional standards and mentoring junior staff.

Highest-signal resume keywords

Tax ComplianceIRS Audit AssistanceGAAP KnowledgeClient Relationship ManagementCPA Eligibility

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Tax Return PreparationTax Project ManagementTax MethodologyAnalytical SkillsResearch Skills

Soft Skills

Interpersonal SkillsCommunication SkillsProblem SolvingMulti-taskingTeam-oriented

Tools & Technologies

Applicable Technology

Certifications & Qualifications

CPA Eligibility

Industry Keywords

Real EstateConstructionHealthcareManufacturingTaxation Compliance

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CBIZ Website LinkedIn All Job Openings 10,000+ employees Founded 1996 🤝 B2B 💸 Finance 🏢 Enterprise B2B
Finance
Enterprise CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations. Tax Associate 🔥 45 minutes ago 🏢🏡 Costa Mesa – Hybrid 💵 $55k - $95k / year ⏰ Full Time 🟢 Junior 🟡 Mid-level 💰 Tax 🦅 H1B Visa Sponsor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
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 🎯 Requirements
Bachelor’s degree required
Internship experience in accounting or related field preferred
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on client and business needs
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 Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs