#LI-JF1 #LI-Hybrid
ResponsibilitiesEssential Functions and Primary Duties
May prepare corporate tax returns, client billing, engagement letters and contracts
May complete bookkeeping and accounting duties for clients. This includes organizing and preparing work papers, preparing bank deposits and reconciliations; administering general ledger coding, postings and documents for correct entry
Collect and enter/download data from clients and review for accuracy
File and retrieve documents, records, and reports
Prepare 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 as assigned
Preferred Qualifications
Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred but not required
Proficiency in QuickBooks Online (QBO) accounting software
Proficiency in Yardi, Sage Intacct, Bill.com, Gusto, other software skills a plus
Strong attention to detail, organizational, and time management skills
Ability to manage multiple client assignments simultaneously
Minimum Qualifications
- High School Diploma or GED
- At least 2 years of accounting work experience
- Ability to work in a team environment as well as independently
- Must maintain current required licenses and certifications relevant to field of expertise
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
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
- At least 2 years of accounting work experience
- Ability to work in a team environment as well as independently
- Must maintain current required licenses and certifications relevant to field of expertise
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing at all levels
- Associate's or Bachelor's degree in Accounting, Finance, or related field
- Proficiency in QuickBooks Online (QBO)
- Proficiency in Yardi, Sage Intacct, Bill.com, Gusto
- Strong attention to detail, organizational, and time management skills
- Ability to manage multiple client assignments simultaneously
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.
