Audit and Tax InternAt — CBIZ (dba Marcum LLP)

Essential Functions and Primary Duties

• Gain an understanding and assist in planning multiple audit assignments for CBIZ CPAs in Real Estate, Construction, Nonprofit, Manufacturing and many more industries

• Prepare and review federal and state tax returns for CBIZ 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

• Execute solid understanding of accounting and auditing principles, quality control standards and technology implementation procedures relative to individual client assignments

• Participate in client assignments from beginning to end

• Identify and communicate audit issues, technical matters and improvement opportunities with senior associates, managers and partners to resolve client issues discovered during the audit process

• 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

Task:

Assist in planning and executing audit assignments across various industries

Prepare and review federal and state tax returns for individuals and businesses

Support tax compliance, including IRS audits, notice responses, and specialized returns

Apply accounting and auditing principles, quality standards, and technology tools

Identify and communicate audit issues and technical matters to the team

Build and maintain professional relationships with clients and colleagues

Deliver high-quality, client-focused service while maintaining confidentiality

Training:

General employer orientation
Job shadowing
Introduction to audit and tax principles and methodologies
Training on accounting and auditing software and tools
Guidance on preparing and reviewing federal and state tax returns

Learning Outcome:

Gain hands-on experience planning and executing audits across multiple industries.

Prepare and review federal and state tax returns for partnerships, C corporations, S corporations, and individuals

Develop knowledge of tax compliance, including IRS audits, notice responses, and trust, gift, and estate returns

Apply accounting and auditing principles, quality control standards, and technology tools to client engagements