Financial Services Paraprofessional in Memphis, TN at CBIZ

Date Posted: 4/28/2018

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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting in the United States. With over 35 offices and more than 3,000 associates in major metropolitan and suburban cities throughout the U.S., we serve the country’s growing mid-market public and private businesses. MHM provides high quality audit and attest services while closely associated CBIZ provides all other accounting, tax and consulting services.

The Memphis office of CBIZ & MHM uniquely combines national resources with local perspective. Since 1997, our firm has been providing tax and audit services to the Memphis market. In 2011, CBIZ & MHM acquired the attest and non-attest business of Thompson Dunavant PLC. The Memphis office of CBIZ MHM is comprised of over 100 employees and consistently ranks as one of the largest accounting firms in the city.

The Financial Services Paraprofessional acts as liaison among our management team to ensure the business needs are met by attending to client service and administrative requirements.


Provide support and administrative assistance to assigned Managing Directors, Directors, Senior Managers and Managers including:

  • Maintaining client database including additions, deletions and changes as needed
  • Scheduling annual work to meet client needs and achieve efficient resource management
  • Following up with client on scope sign off and payment of any agreed upfront amount
  • Returning client records
  • Typing of letters and simple reports to clients
  • Filing of paper or electronic documents
  • Dealing with client office correspondence, including forwarding as required
  • Making and changing appointments (meetings and calls) with clients, prospects and others
  • Drafting Engagement Letters
  • Preparing checklist of information
  • Reviewing and checking client documents
  • Contacting clients for any missing information
  • Logging of each job in the appropriate workflow systems
  • Collating and preparing work papers
  • Monitoring of WIP and accounts receivable
  • Lodgments
  • Monitoring workflow
  • Advising clients of tax registration requirements
  • Advising on income tax assessments
  • Completing family trust minutes
  • Printing and binding of finalized documents
  • Preparing final invoices when work completed
  • Incorporating of companies
  • Attending all corporate secretarial matters including forms
  • Monitoring tax due dates


  • Experience in a professional services environment
  • Demonstrated interest in pursuit of following an administration career with a genuine interest in business activities
  • Displays each of the following attributes - excellent work ethic / dedication / punctual / initiative / personality / pro-active / attention to detail / organized / self motivated
  • Confident enough to develop client relationships and build rapport with staff, business partners and clients
  • Experience using QuickBooks, Creative Solutions, Time and Billing Systems


  • High school diploma or GED required; Bachelor’s degree preferred
  • 5 years of paraprofessional and executive administrative experience in an office environment
  • Demonstrated ability to handle multiple tasks simultaneously
  • Exceptional organization skills required
  • Ability to produce quality professional material within deadlines
  • Must present highest professional decorum given position placement and access to confidential information
  • Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
  • Ability to work with minimal supervision while fulfilling all requirements
  • Proven proficiency with Microsoft Office and document management systems


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CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, 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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