Tax Associate
CBIZ • Costa Mesa, California • Full Time
Posted on Tue, Jul 21, 2026
Responsibilities
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
Qualifications
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
AuditFriendly salary estimate
The employer did not post a salary for this role. Based on AuditFriendly's salary intelligence model (comparable live postings, role, seniority, and location), we estimate base pay of $58,000–$80,000 per year (median ~$58,000). This is an AuditFriendly estimate, not an employer-provided figure.
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