With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.  

CBIZ is 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 Workplaces – Financial Services Industry
• Best and Brightest Companies in Wellness 
• Great Place to Work Certification 

Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.   

Join our growing success story in New England! With 300+ professionals in our Boston, MA and Providence, RI locations, we’ve experienced consistent growth over the last decade, creating abundant opportunities for our team members. Our clients include some of the most successful and well-known businesses in the region, including private and public companies in more than a dozen industries; venture capital & private equity firms and their portfolio companies; not-for-profit & education organizations; and high net-worth individuals and family groups. From our D&I Task Force and employee resource groups to volunteer opportunities, career development programs, innovative benefits, and a strong culture, we have been recognized by several local and national publications as a top place to work.

Essential Functions and Primary Duties:

• Provide tax operational support, including the processing of client tax returns in an accurate and timely manner. Assemble tax extension and tax return documents for clients. 
• Prepare engagement letters by customizing and modifying approved templates to accurately reflect the scope of work.  Format, proofread, and facilitate review and approval by the responsible party. Transmit final documents to clients.
• Appropriately organize and store fully executed documents.
• Assist with the creation of CaseWare binders for client work.
• Provide administrative support to multiple team members on a daily basis, including calendar management, preparation of expense reports, client correspondence, and travel arrangements.
• Assist with internal and external meeting management, including site/venue selection, agenda, slide deck and materials creation, pre and post event participant communication audio visual and catering coordination.
• Work collaboratively with other administrators to ensure efficient departmental operations. Provide back-up coverage for administrative colleagues as well as reception and phones.
• Perform additional responsibilities as assigned.
  

Preferred Qualifications

• 3-5 years of applicable work experience in the accounting industry or a professional services environment.
• Prior knowledge of tax accounting software
• Ability to prioritize work, multi-task and complete assignments independently.
• Associate or bachelor’s degree or equivalent work experience.
• Strong problem-solving Skills.
• Demonstrated ability to meet deadlines.
• Excellent verbal and written communication skills.
• Working knowledge of CaseWare, CCH Axcess, Practice Engine, Concur, DocuSign, DocuWare, ShareFile a plus. Prior knowledge of tax accounting software preferred.
  

Minimum Qualifications Required

• High School Diploma or GED required; Associate's degree preferred.
• At least 3 years of accounting experience.
• Ability to work in a team environment as well as independently.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally

 
The annual salary target for this job in this market is $20.00-$45.00. The specific compensation for this role will be determined based on the education, experience, and skill set of the individual selected for this position.

The compensation above is not representative of an employee's total compensation. Beyond income, you have access to comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.

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