Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities 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: 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

Essential Functions and Primary Duties

Bookkeeping and Accounting

• Complete bookkeeping and accounting duties for external clients

  • Responsibilities include, but are not limited to: bookkeeping, reconciling bank statements, working with QuickBooks and other trial balance programs

• Organize and prepare work papers as supporting documentation to client deliverables

• Process accounts payable and receivables

• Prepare bank deposits and reconciliations

• Prepare, review and file payroll, payroll reports, quarterly and annual governmental reports and financial forms such as 1099, 1096, W-2 and W-3

• Comply with federal, state, and company policies, procedures, and regulations

• Respond to routine client and management inquiries in a timely manner

• Execute administrative duties as assigned

• Additional responsibilities as assigned

Tax Preparation

• Experience with or willingness to work on individual and business entity tax returns

Minimum Qualifications Required

• High School Diploma or GED required along with 2 years of accounting experience. Associate’s degree preferred

• Exceptional customer relations skills

• Ability to manage time effectively

• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

• Proficient use of applicable technology