Job Description

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

•       2022 Best and Brightest Companies to Work for in the Nation  
•       2023 Top Workplaces USA  
•       2022 America's Best Mid-Size Employers  
•       2022 Best and Brightest Companies in Wellness  
•       2022 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.  

CBIZ Somerset, formerly Somerset CPA’s & Advisors, is always looking for smart, ambitious, friendly people to join the team at our offices located in Indianapolis, Fort Wayne and Michigan City!

Essential Functions and Primary Duties

• Produce, format and edit letters and client deliverables
• Utilize company software to access and save data and documents in electronic format
• Communicate with internal staff to verify and finalize deliverables
• Working closely with other team members to collaborate on shared tasks
• Update tracking system to ensure all products are properly filed, including generating reports
• Troubleshoot delivery issues with clients including software education and due dates to ensure efficient turnaround of deliverables
• Management of various special projects including working with others to ensure quality and timely completion
• Use of software including, but not limited to: Practice Engine, CCH Axcess, Adobe, Microsoft (Word, Excel, PowerPoint, etc.), Concur, etc.
• Handling of mail items
• Cross-trained on front desk duties
• Schedule management
• Some internal and external event coordination

Preferred Qualifications

• Previous administrative or customer service experience
• Basic knowledge of Microsoft Office programs
• High attention to detail and accuracy
• Resourceful and a team player
• Professional written and verbal communication skills
• Comfortable with verbal client interaction – in person, telephone and email
• Familiarity with general office equipment including computers, telephones, copiers/printers, and scanners
• Ability to multitask, prioritize and manage workflow for multiple team members

Minimum Qualifications 

• 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

REASONABLE ACCOMMODATION

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.

EQUAL OPPORTUNITY EMPLOYER

CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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