Essential Functions and Primary Duties
- Assist Partners/Directors and professionals in the Greenwich office with their business and administrative needs as it relates to tax and advisory document filing, scanning and copying.
- Assists in the national tax processing pool as scheduled.
- Composes, proofreads, and reviews routine correspondence including tax returns, engagement letters, IRS correspondence and other documents as requested. Responsible for accuracy and clarity of final copy.
- Prepare, type and edit correspondence, client invoices, engagement letters and statistical information (including Excel spreadsheets and Power Point presentations).
- Assists with the management of GoFileRoom, including workflow management related to engagement letters, extensions, returns and other tasks. Running of weekly office reports and coordinating regional tracker efforts.
- Assists with processing returns for filing in all federal and state tax jurisdictions.
- Arranges for courier and overnight services.
- Coordinate process for year-end delivery of organizers and engagement letters to clients.
- Continually develops and maintains the client information tracking system.
- Will assist in replenishing and maintaining inventory of office stationary and general office supplies including office coffee service.
- Assist with answering phones for receptionist (on "as-needed" basis)
- Provide back-up support for bank deposits.
Preferred Qualifications
- 3 years of administrative assistant experience in a professional services firm; experience supporting a CPA is preferred.
- Strong knowledge of Microsoft Office package including Word, Excel, and PowerPoint.
- Experience with GoFileRoom and Prosystem Axcess is a plus.
- Strong verbal and written communication skills.
- Desire and ability to work in a very fast-paced environment with ability to work extended hours as required.
- Must be able to work directly in the office on a regular basis.
Minimum Qualifications
- High School Diploma or GED
- 3 years relevant work experience in an office environment and preferably performing as an administrative assistant
- Proficient use of applicable technology
- Advanced computer skills in Word, Excel, PowerPoint, and Outlook
- Ability to manage multiple projects and deliverables simultaneously
- Excellent written/verbal communication skills and use of grammar
- Excellent organizational skills and attention to detail
- Ability to adapt to a changing environment
- Ability to follow standard procedures
- Ability to work cooperatively with others
- Ability to build relationships and trust with internal and external clients and other key stakeholders
#LI-TV1 #LI-Onsite
ABOUT US
CBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to 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.
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.
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