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®  
• 2019 America’s Best Mid-Size Employers by Forbes 
• 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence 
• 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  

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.   

Essential Functions and Primary Duties:

• Resolve a full range of internal and external customer requests

• Research and assemble data

• Use discernment to prioritize tasks with higher urgency needs

• Organize calendar appointments for internal and external clients

• Provide data to management on area of responsibility

• Assist with other organizational administrative needs

• Additional responsibilities as assigned

Preferred Requirements:

• Proficient use of Outlook, Teams, Zoom, Microsoft applications

Minimum Requirements:

• 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