Tax Administrative Assistant in Minneapolis at CBIZ

Date Posted: 11/29/2021

Job Snapshot

  • Employee Type:
    Full-Time
  • Location:
    Minneapolis
  • Job Type:
  • Date Posted:
    11/29/2021

Job Description

With over 100 offices and nearly 5,000 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:  

  • 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
  • 2020 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
  • Top 101 2020 Best and Brightest Companies to Work For in the Nation
  • 2020 Healthiest 100 Workplace in America
  • 2021 Top Workplaces USA

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.   

Job Purpose/Objective:

  • Provide administrative and analytical support by handling information requests, performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings
  • This position will include a variety of assigned project work

Essential Functions and Primary Duties:

  • Scanning tax documents and broker statements
  • Assist with processing tax returns
  • Responsible for staying up to date on Tax technology being used by firm, updating staff on changes, and attending tax tech calls as needed
  • Handle certified mail, courier & other outbound communications
  • Mail estimates for all clients
  • Move post-processing returns
  • Completing final Firm Flow step (Temp file management)
  • Maintain phone list and assist at the front desk as needed
  • Miscellaneous additional duties as needed

Qualifications Required:

  • High school diploma or GED required; Bachelor’s degree preferred
  • 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
  • Ability to work with minimal supervision while fulfilling all obligations
  • Strong customer service skills

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.

PAY TRANSPARENCY PROTECTION NOTIFICATION

CHECK OUT OUR SIMILAR JOBS

  1. Receptionist Jobs
  2. Secretary Jobs