Job TitleEssential Functions and Primary DutiesPreparation of engagement letters and contracts, setting up new client information in our systemsCollect and enter/download data from clients and review for accuracyFile and retrieve documents, records, and reportsPrepares engagement letters and other correspondence with clientsBack-end processing such as printing, coping, filing, basic quality assurance and delivery of tax returnsOperates accounting and/or tax software to record, store and analyze dataAdditional responsibilities and project work as assignedPreferred QualificationsAssociates DegreeMinimum QualificationsHigh school diploma or GED2 years experience in office environment and preferably performing as an administrative assistantMust have knowledge of administrative proceduresProficient use of applicable technologyDemonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externallyAbout UsCBIZ, 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.