Administrative Assistant - Marcum Search

CBIZ is seeking an Administrative Assistant to join our growing and well-established national firm in our Nashville office. This person will be responsible for providing full administrative support to tax professionals.

Essential Functions and Primary Duties

• Assist Partners/Directors and professionals in the Nashville office with their business and administrative needs as it relates to tax document filing, scanning and copying.
• 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 preparation of forms within Prosystem Axcess and processes 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 and greeting clients
• Provide support for bank deposits.

Preferred Qualifications

• 2 years of administrative assistant experience in a professional services firm; experience supporting a CPA a plus.
• Strong knowledge of Microsoft Office package including Word, Excel, and PowerPoint.
• Experience with GoFileRoom and Prosystem Axcess a plus.
• Excellent verbal and written communication skills.
• Positive and professional attitude a must.
• Desire and ability to work in a very fast-paced environment with ability to work extended hours as required

Qualifications Required

• 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

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation’s top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you’ll still be working with the same dedicated team and receiving the same high-quality service you’ve come to rely on.

Together, we will continue to support a diverse array of industries, including healthcare, real estate, construction, retail & consumer products, manufacturing & distribution, technology, media & telecommunications (TMT), government, not-for-profit, hospitality & leisure, and education.

CBIZ has been honored to be the recipient of several national recognitions for 2023:  

• Best and Brightest Companies to Work for in the Nation Top Workplaces USA
• Top Places to Work in Insurance
• Best and Brightest Companies in Wellness
• Great Place to Work Certification

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.