Tax Administrative Specialist in Boston at CBIZ

Date Posted: 1/4/2023

Job Snapshot

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Job Description

With over 100 offices and nearly 6,000 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:  

  • 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 CBIZ Tofias) is part of the 10th largest accounting, tax, and advisory services provider in the nation. Our two New England offices are located in Boston and Providence and have over 240 people, including over 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. Our specialists, skilled in accounting and auditing, tax, and a range of consulting services, are dedicated to supporting the growth and success of our clients.  

Essential Functions and Primary Duties

  • Assist with Special Tax Department related projects and reports such as utilization reports, scheduling and integration projects with other departments
  • Provide tax operational support, including the processing of client tax returns in an accurate and timely manner. Assemble tax extension and tax return documents for clients. 
  • Prepare engagement letters by customizing and modifying approved templates to accurately reflect the scope of work.  Format, proofread, and facilitate review and approval by responsible party. Transmit final documents to clients.
  • Appropriately organize and store fully executed documents.
  • Assist with creation of CaseWare binders for client work.
  • Provide administrative support to multiple team members on a daily basis, including calendar management, preparation of expense reports, client correspondence, and travel arrangements.
  • Assist with internal and external meeting management, including site/venue selection, agenda, slide deck and materials creation, pre and post event participant communication audio visual and catering coordination.
  • Work collaboratively with other administrators to ensure efficient departmental operations. Provide back-up coverage for administrative colleagues as well as reception and phones.
  • Perform additional responsibilities as assigned.

Preferred Qualifications

  • Associates or Bachelor Degree or equivalent work experience
  • 3-5 years of applicable work experience
  • Ability to prioritize work, multi-task and complete assignments independently
  • Highly developed written communication skills, including report writing, presentations, email correspondence and verbal communication skills
  • Proficient in Microsoft Office Suite
  • Ability to work in a team environment as well as independently.
  • Strong problem Solving Skills
  • Demonstrated ability to meet deadlines
  • Excellent verbal and written communication skills 
  • Prior experience in the public accounting industry or a professional services environment preferred
  • Working knowledge of CaseWare, CCH Axcess, Practice Engine, Concur, DocuSign, DocuWare, ShareFile a plus. Prior knowledge of tax accounting software preferred
  • Must maintain current required licenses and certifications relevant to field of expertise. 
  • Ability/flexibility to work outside of normal business hours and on weekends at deadlines 

Minimum Qualifications Required

  • High School Diploma or GED required
  • At least 3 years of accounting experience.
  • Ability to work in a team environment as well as independently.
  • Must maintain current required licenses and certifications relevant to field of expertise.
  • Proficient use of applicable technology.
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.


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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.