#LI-AG1 #LI-Onsite
ResponsibilitiesEssential Functions and Primary Duties
- Preparation of engagement letters and contracts, setting up new client information in our systems
- Collect and enter/download data from clients and review for accuracy
- File and retrieve documents, records, and reports
- Prepares engagement letters and other correspondence with clients
- Back-end processing such as printing, coping, filing, basic quality assurance and delivery of tax returns
- Operates accounting and/or tax software to record, store and analyze data
- Additional responsibilities and project work as assigned
Preferred Qualifications
- Associates Degree
Qualifications
Minimum Qualifications
- High school diploma or GED
- 2 years experience in office environment and preferably performing as an administrative assistant
- Must have knowledge of administrative procedures
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- High school diploma or GED
- 2 years experience in office environment, preferably as an administrative assistant
- Knowledge of administrative procedures
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing across all organization levels
- Associates Degree
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
