Administrative Assistant

#LI-AE1 #LI-Onsite

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 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

CBIZ is seeking an exceptionally organized, proactive, and service-driven Administrative Assistant to play a vital role in supporting our Chicago office and local, regional, and national tax processing teams. This position is integral to the success of our operations, ensuring seamless day-to-day office functionality while delivering high-quality administrative and tax processing support. The ideal candidate will thrive in a fast-paced professional environment, demonstrate strong attention to detail, and contribute to outstanding client and team experiences through the accurate preparation of tax documents, coordination of special projects, and creation of a welcoming, efficient workplace for employees and visitors alike.

Essential Functions and Primary Duties

• Provide administrative support including but not limited to scheduling appointments, coordinating meetings, preparing expense reports, and assisting with special projects.

• Serve as a backup for front desk and reception duties, including greeting visitors, answering phone calls, and directing inquiries.

• Manage incoming and outgoing mail, packages, and document processing.

• Maintain electronic and physical filing  and due date systems and assist with document management activities.

• Coordinate conference room reservations and assist with meeting and event setup.

• Provide tax operational support, including the processing of client tax returns, extensions, estimates in an accurate and timely manner,  

• Prepare engagement letters and client communications utilizing national processes and software. 

• Work collaboratively with other regional and national offices and team members 

• Support office operations initiatives and contribute to the overall efficiency and organization of the workplace.

• Collaborate with office leadership and team members to address administrative and operational needs.

• Perform additional responsibilities as assigned. 

Preferred Qualifications

• 3 years of applicable work experience

• Ability to prioritize work, multi-task and complete assignments independently

• Highly developed written communication skills, including report writing, presentations, email correspondence and verbal communication skills

• Proficient in Microsoft Office Suite

• Ability to work in a team environment as well as independently

• Strong problem Solving Skills

• Demonstrated ability to meet deadlines

• Excellent verbal and written communication skills 

• Prior experience in the public accounting industry or a professional services environment preferred

• Working knowledge of CCH Axcess, Practice Engine, Concur, Docusign, GoFileRoom, a plus.  Prior knowledge of tax accounting software (CCH) preferred,

• Ability/flexibility to work outside of normal business hours and on weekends at deadlines