Operations Assistant | Audit in Boston at CBIZ

Date Posted: 6/4/2022

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 associates throughout the U.S. CBIZ (NYSE: CBIZ) 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 services delivered at the local level.

CBIZ has been honored to be the recipient of several national recognitions:

  • Top 101 2021 Best and Brightest Companies to Work For in the Nation
  • 2022 Top Workplaces USA
  • 2021 America's Best Mid-Size Employers
  • 2021 Best and Brightest Companies in Wellness
  • 2022 Great Place to Work Certification

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.

CBIZ & MHM New England (formerly CBIX Tofias) is part of the 10th largest accounting, tax and advisory services providers in the nation.  Our two New England offices are located in Providence and Boston and have over 240 people, including 40 Managing Directors.  We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients’ financial positions.

This position will be responsible for supporting the not-for-profit revenue team as well as related administrative work. He/she will also provide administrative support to multiple management-level staff and perform a variety of administrative duties to effectively maximize the productivity and time of his/her assigned internal clients. 

Essential Functions and Primary Duties

  • Provide administrative support to team members on a daily basis
  • Schedule meetings
  • Manage calendars for certain team members
  • Prepare expense reports
  • Facilitate reservations, travel and related
  • Coordinate meeting space both internally and externally including catering and resource needs
  • Participate and support various sub groups with the not for profit niche relative to initiatives go to market efforts assisting with setting up meeting agendas, taking minutes and assisting with various follow up efforts  
  • Research and prepare analysis and reports as needed to support the practice 
  • Maintain various NFP and QC data engagement logs.
  • Assess the quality of all draft invoicing for consistency with contract terms  from documents prepared by the accounting department; obtains partner approval after such review to authorize the issuance of invoices
  • Manage and oversee the engagement letter preparation process working through others within our document group ensuring such are done prepared on a timely basis and scheduled for review by partners. This will require tracking of letters through the process, including assessing quality and seeking necessary approvals.  
  • Develop and maintain electronic files in a clear and consistent way collaborating with others to follow like protocol and best practices used or to be adopted by the office
  • Assist with various budgeting and scheduling considerations for client projects and the niche
  • Assist with various document generation and support as needed by the group
  • Work collaboratively with other administrators to provide backup during vacation and other absences, share best practices with others, support others when possible across the group during peak periods.
  • Additional responsibilities as assigned

Preferred Qualifications

  • Demonstrated experience in a deadline-driven professional office environment
  • Prior experience in the public accounting industry or a professional services environment, preferred.
  • Proven experience with being a proactive and reliable support professional, collaborating with internal clients, and reprioritizing work when demands change.
  • High attention to detail in work product  
  • Takes ownership of projects and has a pride in the quality of work product
  • Working knowledge of CaseWare, Practice Engine, Concur, and ProStaff desired
  • Highly competent in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint) and Adobe Acrobat DC
  • Ability to work in a team environment as well as independently.
  • Professional discretion and the ability to handle sensitive and confidential information
  • Flexibility to work outside of standard business hours, during busier times of the year

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


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.


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.



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