Tax Administrative Assistant

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.

#LI-BL1 #LI-Hybrid

Essential Functions and Primary Duties

 

• Prepare various documents which may include invoices, reports, memos, letters, responses to correspondence, surveys, spreadsheets and presentations

• Read and analyze incoming memos, submissions, mail and reports to determine significance; plan distribution

• Perform project work

• File and retrieve documents, records, and reports

• Greet visitors and assess access to specific individuals

• Perform general office duties such as ordering supplies, maintaining records management systems, and performing basic bookkeeping work

• Prepare agendas and make arrangements for business meetings

• Make travel arrangements for executives as requested

• Additional responsibilities as assigned

 

Preferred Qualifications

 

• Bachelor's degree

 

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