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CBIZ

Tax Administrative Assistant

Career Insights for Office / Administrative Assistant (General)

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What they do

An Office or Administrative Assistant performs administrative work in an office. Works in a wide variety of office settings, such as a company or business, or a government office or school. Manages paper and electronic files, uses office equipment including computers, responds to phone calls and emails, routes mail and maintains calendars and schedules.

$48,335 / year median in New Hampshire

-0% projected decline

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Job Description

Tax Administrative Assistant
CBIZ - 3.4
Merrimack, NH Job Details 8 hours ago Qualifications Customer relationship building Microsoft Outlook Spreadsheets Client rapport building Employee relationship building Administrative experience High school diploma or GED Managing projects Grammar Experience Technical Proficiency Office experience Full Job Description CBIZ, Inc. (
NYSE:
CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 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. 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 Essential Functions and Primary Duties Assist Managing Directors/Directors and professionals in the Merrimack office with their business and administrative needs as it relates to tax and advisory document filing, scanning and copying. Assist 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 stationery and general office supplies including office coffee service. Help with the setup/clean-up of office lunches as needed. 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.