CAREERS AT CBIZ

Tax Specialist in High Point, NC at CBIZ

Date Posted: 4/30/2021

Job Snapshot

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:  

  • 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

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).  

The Tax Client Success Representative is responsible for providing phone & email assistance to external clients, providing timely responses to client incoming email, and various other tasks in our Tax Department. Interested applicants must possess strong organizational and time management skills and strong customer service skills.  Applicants must have a strong initiative and be open to a flexible work schedule. 

Essential Functions and Primary Duties

  • Under direct supervision, delivers services to clients and agencies
  • Input data into software within required deadlines accurately
  • Manage email correspondence
  • Record necessary changes/updates as appropriate
  • Ensure all internal controls and procedures are followed for accuracy
  • Assist team with customer service needs according to commitments and standards set forth by the department
  • Work to understand new department processes, procedures and/or programs
  • Effectively operate all department equipment
  • Assist internal and external clients with requests and problems in a timely manner
  • Additional responsibilities as assigned



Preferred Qualifications

  • Bachelor's degree



Minimum Qualifications 

  • High School Diploma or GED required
  • Acute detail and accuracy skills
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Excellent customer relation skills
  • Proficient use of applicable technology
  • Ability to work in a team environment as well as independently
  • Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks

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