Job Details

Overview

Administrative Assistant role at CBIZ.

Essential Functions And Primary Duties

• Creates engagement letters and maintains data in Amelio
• Submits Client Intake Forms
• Performs New Client Set-up process in Amelio
• Submits Data Maintenance Forms
• Performs assembly check and distributes client deliverables via ShareFile; prints any needed deliverables
• Performs ShareFile Setups
• Updates tax tracking information in Practice Engine as directed
• Completes scanning and copying as needed or requested
• Performs data maintenance in Tax HQ
• Supports billings and collections for directors
• Completes expense reports
• Assists clients with SafeSend Returns
• Handles client calls and their requests
• Prepares Power of Attorney
• Handles various requests submitted through the administrative common inbox
• Tracks and secures client e-file authorization forms and routes to e-file step of process
• Coordinates meetings, presentations, etc.
• Produces reports needed for assigned directors PE, etc.
• Tracks receipt of engagement letters, follows up on letters not received, provides internal status updates

Qualifications

Preferred Qualifications

• Bachelor's degree

Minimum Qualifications

• High school diploma or GED
• 2 years experience in an 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. is a leading professional services advisor to middle market businesses and organizations nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers insights and actionable solutions to help clients anticipate whats next and accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 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. CBIZ and CBIZ CPAs are ranked as a top provider of accounting services in the United States. CBIZ CPAs operates under its prior name Mayer Hoffman McCann P.C. in certain jurisdictions.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Administrative

Industries

• Business Consulting and Services