Tax Intern | 2027
CBIZ
Salary undisclosed
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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
Preferred Qualifications
Master’s degree in Accounting, Taxation or related field preferred
Active participation in student organizations or work experience in accounting or a related field is a plus, but not required
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, and intranet software
About this role
CBIZ's San Jose tax internship offers hands-on exposure to real tax work across multiple industries—real estate, construction, healthcare, manufacturing and beyond. You'll move through complete client engagements, preparing and reviewing federal and state returns for various entity types, handling compliance work, and supporting audit response and estate planning matters. The role emphasizes direct client interaction, so you'll develop relationships with staff at all levels while learning to balance responsiveness with professional standards and confidentiality.
The position suits someone pursuing a bachelor's degree in accounting or a related field who has strong analytical and communication skills. You'll need to manage multiple priorities independently while staying collaborative, research tax issues effectively, and be comfortable with Microsoft Office and standard business software. A master's degree in accounting or taxation is preferred, as is prior accounting experience or involvement in student organizations, though neither is required to apply.
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Pay for this role
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