Tax Scheduler - Cbiz

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. 

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 21 major markets coast to coast. 

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. 

Essential Functions

• Meet with tax team members weekly, continually assessing workload, assigning, and reassigning work as necessary to maintain an appropriate workload.
• Support in making sure the local tax team keeps their My Plan schedules up to date.
• Regularly performs significant and recurring administrative tasks with a high degree of initiative and strong attention to detail.
• Process, scan, and assemble client documents.
• Maintain due dates for tax, assurance, and accounting work.
• Compose correspondence from general instructions or independently on routine matters in a highly professional manner.
• Proofread documents to ensure accuracy of copy, grammar, punctuation and spelling.
• Assists in administrative project planning, development, and execution of stated goals and objectives.
• Obtains and conveys information as needed.
• Assists other personnel as needed.
• Performs miscellaneous clerical and administrative tasks.
• Stays current with industry developments by participating of professional development activities and following up with assigned development plans.
• Other duties as assigned.

Preferred Qualifications

• Ability to demonstrate, understand and apply our company values, beliefs and code of ethics.
• Possess strong time management and organizational capabilities.
• Demonstrates a positive, professional attitude and desire to advance.

Minimum Qualifications

• High School Diploma or GED required
• Bachelor's degree or two years of experience on a specialized subject matter
• Must maintain current required licenses and certifications relevant to field of expertise
• Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Effective customer service skills
• Proficient use of applicable technology
• Ability to work in team environment as well as independently
• Ability to analyze and prioritize multiple responsibilities

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