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CB
Summer 2027
CBIZ · Bakersfield, CA, United States
About The Role
#LI-AL1 #LI-Onsite
Essential Functions and Primary Duties
- Review and summarize federal and state tax returns for partnerships, C corporations, S corporations and individuals
- Support preliminary valuation, forensic, and appraisal analyses, including data input for expert witness exhibits under the guidance of senior team members
- Gain an understanding of accounting frameworks, tax law, audit methodologies, and their applicability in a forensic and litigation environment
- Demonstrate proficiency in written and verbal communication both internally and externally
- Work with the discovery team to inventory and reconcile documents and data in preparation for submission to courts, attorneys, and clients
- 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
- Demonstrate problem-solving and critical thinking skills, knowing when to ask for help
- Exceptional use of applicable technology (Outlook, Word, Excel, PowerPoint)
- Maintain and comply with the highest degree of professional standards, client confidentiality and personal conduct
Preferred Qualifications
- Pursuing a master’s or a bachelor’s degree in accounting with plans to achieve CPA eligibility
- Relevant academic, internship, or work experience in accounting, auditing, or forensic/investigative services
- Active participation in student organizations or work experience in accounting or a related field is a plus
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
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